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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LAM
1601
LOM Asset Management
$205K +$202K +7,750 New
NCM
1602
Noesis Capital Mangement
Florida
$205K +$131 +5 +0.1%
RWMG
1603
Redwood Wealth Management Group
New Jersey
$204K +$201K +7,700 New
MWA
1604
Martel Wealth Advisors
Washington
$204K +$201K +7,684 New
RBC
1605
Roble Belko & Company
Pennsylvania
$203K +$41.4K +1,585 +26%
SFG
1606
Synergy Financial Group
California
$202K – – –
FG
1607
Fiduciary Group
Georgia
$202K +$199K +7,630 New
RSWA
1608
Robinson Smith Wealth Advisors
Maine
$202K +$52 +2 +0%
PHAM
1609
Palisades Hudson Asset Management
Florida
$201K – – –
UIA
1610
Ulland Investment Advisors
Minnesota
$201K +$992 +38 +0.5%
GWS
1611
Glassman Wealth Services
Virginia
$200K – – –
TSMHT
1612
Thurston Springer Miller Herd & Titak
Indiana
$200K +$58.4K +2,238 +42%
AWM
1613
Aberdeen Wealth Management
Illinois
$199K +$261 +10 +0.1%
MIA
1614
MeadowBrook Investment Advisors
Michigan
$196K – – –
Kayne Anderson Rudnick Investment Management
1615
Kayne Anderson Rudnick Investment Management
California
$186K – – –
AWM
1616
Activest Wealth Management
Florida
$185K – – –
WIM
1617
Westside Investment Management
California
$184K +$140K +5,352 +364%
GI
1618
GAMMA Investing
California
$182K -$48.2K -1,847 -21%
HI
1619
Hendershot Investments
Virginia
$179K – – –
TIM
1620
Tortoise Investment Management
New York
$177K – – –
MCA
1621
Maryland Capital Advisors
Maryland
$176K -$306K -11,702 -64%
ABWM
1622
Alpine Bank Wealth Management
Colorado
$176K – – –
BIG
1623
Brooklyn Investment Group
New York
$171K +$165K +6,305 +4,670%
SIS
1624
Sound Income Strategies
Florida
$165K -$37.3K -1,428 -19%
CWM
1625
Crowley Wealth Management
Delaware
$163K +$32.8K +1,255 +26%