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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWT
1701
Dorsey & Whitney Trust
South Dakota
$219K +$218K +8,000 New
TIM
1702
Total Investment Management
Arizona
$219K +$217K +7,983 New
BWP
1703
BSW Wealth Partners
Colorado
$219K -$2.34K -86 -1%
HFS
1704
Heritage Financial Services
Massachusetts
$218K -$42.7K -1,569 -17%
SOWAS
1705
Silver Oak Wealth Advisors Services
California
$218K – – –
WWMSC
1706
Wagner Wealth Management (South Carolina)
South Carolina
$217K +$2.15K +79 +1%
OWA
1707
Outlook Wealth Advisors
Texas
$216K – – –
GC
1708
Granville Capital
North Carolina
$216K +$214K +7,881 New
HG
1709
Harbor Group
New Hampshire
$215K -$15.3K -562 -7%
CCA
1710
Cadent Capital Advisors
Oklahoma
$215K +$213K +7,847 New
Quotient Wealth Partners
1711
Quotient Wealth Partners
Texas
$215K -$43.7K -1,606 -17%
DA
1712
Drake & Associates
Wisconsin
$214K +$212K +7,812 New
PFM
1713
Peak Financial Management
Massachusetts
$214K +$212K +7,802 New
RBC
1714
Roble Belko & Company
Pennsylvania
$214K +$1.77K +65 +0.8%
WS
1715
Wilian Securities
Minnesota
$214K +$212K +7,789 New
OAJ
1716
Ogorek Anthony Joseph
New York
$213K +$489 +18 +0.2%
KHCM
1717
Kirtland Hills Capital Management
Ohio
$213K +$211K +7,750 New
SFB
1718
STAR Financial Bank
Indiana
$212K +$210K +7,716 New
FFBTD
1719
First Financial Bank - Trust Division
Ohio
$209K +$207K +7,628 New
FFG
1720
Fiduciary Financial Group
California
$209K -$9K -331 -4%
AWM
1721
Aberdeen Wealth Management
Illinois
$209K +$2.15K +79 +1%
SFG
1722
Synergy Financial Group
California
$209K -$789 -29 -0.4%
PHAM
1723
Palisades Hudson Asset Management
Florida
$208K – – –
ABTD
1724
Arvest Bank Trust Division
Oklahoma
$208K +$571 +21 +0.3%
GAM
1725
GEM Asset Management
Michigan
$207K +$202K +7,435 New