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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
1876
Elevated Financial Group
Indiana
$222K -$1.16M -36,423 -84%
KWM
1877
Keebeck Wealth Management
Illinois
$222K +$1.24K +39 +0.6%
NWMG
1878
National Wealth Management Group
Ohio
$221K +$2.67K +84 +1%
CCG
1879
Chatham Capital Group
Georgia
$221K – – –
KIM
1880
Kestra Investment Management
Texas
$221K +$221K +6,970 New
WC
1881
Westhampton Capital
North Carolina
$221K – – –
AWS
1882
Arkfeld Wealth Strategies
Nebraska
$221K +$217K +6,843 New
BCM
1883
Buckhead Capital Management
Georgia
$220K – – –
FA
1884
Fountainhead AM
New Jersey
$219K -$18.8K -593 -8%
T
1885
TrustBank
Illinois
$219K – – –
VWM
1886
Venturi Wealth Management
Texas
$219K +$9.55K +301 +5%
Members Trust
1887
Members Trust
Florida
$219K – – –
AA
1888
Ascent Advisors
Minnesota
$218K -$593K -18,683 -73%
SDWIA
1889
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$218K +$2.41K +76 +1%
BB
1890
Busey Bank
Illinois
$217K – – –
HCM
1891
Hutchinson Capital Management
California
$217K +$217K +6,832 New
PHWM
1892
Pine Harbor Wealth Management
Maryland
$216K – – –
FI
1893
FWG Investments
Kentucky
$216K +$216K +6,802 New
PFO
1894
PMG Family Office
Texas
$216K – – –
NPF
1895
Norris Perne & French
Michigan
$215K – – –
RE
1896
Rydar Equities
Texas
$215K +$208K +6,568 New
WAM
1897
Weinberger Asset Management
California
$215K +$203K +6,400 New
RWM
1898
Rockwood Wealth Management
Pennsylvania
$215K +$215K +6,770 New
Vontobel Holding
1899
Vontobel Holding
Switzerland
$214K -$36.8K -1,160 -15%
NP
1900
Nilsine Partners
Colorado
$214K +$159 +5 +0.1%