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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
1651
GEM Asset Management
Michigan
$341K +$105K +3,312 +45%
LFP
1652
Leeward Financial Partners
Washington
$341K – – –
TFA
1653
Toth Financial Advisory
Virginia
$340K +$29.3K +925 +9%
HCA
1654
Heck Capital Advisors
Wisconsin
$339K -$15.9K -500 -4%
IWB
1655
Innovative Wealth Building
Maryland
$339K +$45.8K +1,443 +16%
MIAS
1656
Mason Investment Advisory Services
Virginia
$339K +$339K +10,675 New
Bank of Nova Scotia
1657
Bank of Nova Scotia
Ontario, Canada
$338K +$339K +10,670 New
IWM
1658
IMG Wealth Management
Florida
$337K +$131K +4,132 +64%
APWM
1659
Argonautica Private Wealth Management
Massachusetts
$336K +$336K +10,602 New
MHWM
1660
Montz Harcus Wealth Management
Louisiana
$336K +$336K +10,592 New
BWS
1661
Buck Wealth Strategies
Colorado
$335K -$15.3K -482 -4%
MFC
1662
Morris Financial Concepts
South Carolina
$334K – – –
LAM
1663
LOM Asset Management
$334K +$26.9K +849 +9%
TCOV
1664
Trust Company of Vermont
Vermont
$334K +$334K +10,521 New
DAM
1665
Delta Asset Management
Tennessee
$333K – – –
WWM
1666
Wolff Wiese Magana
California
$331K +$1.78K +56 +0.5%
MSCM
1667
McElhenny Sheffield Capital Management
Texas
$331K – – –
CWM
1668
Collaborative Wealth Management
Florida
$330K +$1.87K +59 +0.6%
TPW
1669
Tiller Private Wealth
Pennsylvania
$330K +$5.58K +176 +2%
CCA
1670
Conservest Capital Advisors
Pennsylvania
$328K +$3.01K +95 +0.9%
CWA
1671
Cascade Wealth Advisors
Washington
$327K – – –
NSG
1672
Nalls Sherbakoff Group
Tennessee
$327K -$415K -13,066 -56%
AG
1673
Ascent Group
Virginia
$326K +$326K +10,274 New
VFG
1674
Valley Financial Group
Pennsylvania
$324K -$14.9K -471 -4%
PA
1675
Procyon Advisors
Connecticut
$324K +$34.7K +1,094 +12%