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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
1851
Carson Advisory
Georgia
$226K +$13.2K +416 +6%
HG
1852
Harbor Group
New Hampshire
$225K -$24.5K -771 -10%
PWG
1853
Portside Wealth Group
Utah
$224K +$224K +7,070 New
BBES
1854
Buffalo Business & Estate Services
New York
$224K
IMA
1855
Investment Management Associates
Colorado
$223K +$224K +7,046 New
CIS
1856
Continental Investors Services
Washington
$223K +$698 +22 +0.3%
Kayne Anderson Rudnick Investment Management
1857
Kayne Anderson Rudnick Investment Management
California
$223K
FWA
1858
Fulcrum Wealth Advisors
Washington
$223K +$223K +7,028 New
ACA
1859
Ascension Capital Advisors
Texas
$222K
EFG
1860
Elevated Financial Group
Indiana
$222K -$1.16M -36,423 -84%
KWM
1861
Keebeck Wealth Management
Illinois
$222K +$1.24K +39 +0.6%
NWMG
1862
National Wealth Management Group
Ohio
$221K +$2.67K +84 +1%
CCG
1863
Chatham Capital Group
Georgia
$221K
KIM
1864
Kestra Investment Management
Texas
$221K +$221K +6,970 New
WC
1865
Westhampton Capital
North Carolina
$221K
AWS
1866
Arkfeld Wealth Strategies
Nebraska
$221K +$217K +6,843 New
BCM
1867
Buckhead Capital Management
Georgia
$220K
FA
1868
Fountainhead AM
New Jersey
$219K -$18.8K -593 -8%
T
1869
TrustBank
Illinois
$219K
VWM
1870
Venturi Wealth Management
Texas
$219K +$9.55K +301 +5%
Members Trust
1871
Members Trust
Florida
$219K
AA
1872
Ascent Advisors
Minnesota
$218K -$593K -18,683 -73%
SDWIA
1873
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$218K +$2.41K +76 +1%
BB
1874
Busey Bank
Illinois
$217K
HCM
1875
Hutchinson Capital Management
California
$217K +$217K +6,832 New