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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EPG
1901
Estate Planners Group
Pennsylvania
$214K +$214K +6,737 New
SBWIC
1902
Schaper Benz & Wise Investment Counsel
Wisconsin
$213K +$63 +2 +0%
SGI
1903
Summit Global Investments
Utah
$213K -$16.2K -510 -7%
BWM
1904
Briggs Wealth Management
Connecticut
$213K – – –
NIM
1905
Northeast Investment Management
Massachusetts
$212K – – –
CFG
1906
Carr Financial Group
Massachusetts
$211K +$211K +6,661 New
MCM
1907
Mainstream Capital Management
California
$211K – – –
Susquehanna International Group
1908
Susquehanna International Group
Pennsylvania
$211K +$211K +6,648 New
PWP
1909
Perfromance Wealth Partners
Illinois
$211K +$730 +23 +0.3%
ABWM
1910
Alpine Bank Wealth Management
Colorado
$210K – – –
HGA
1911
Hobbs Group Advisors
South Carolina
$209K +$1.11K +35 +0.5%
BFIM
1912
Beese Fulmer Investment Management
Ohio
$208K -$793 -25 -0.4%
MAA
1913
Matrix Asset Advisors
New York
$207K +$381 +12 +0.2%
PCMH
1914
Polymer Capital Management (HK)
Hong Kong
$206K +$206K +6,500 New
CWMS
1915
Cannon Wealth Management Services
North Carolina
$206K -$4.76K -150 -2%
FFB
1916
First Financial Bankshares
Texas
$206K +$206K +6,496 New
CHAM
1917
Clear Harbor Asset Management
Connecticut
$206K +$206K +6,493 New
RWM
1918
Riverbend Wealth Management
South Carolina
$205K +$206K +6,481 New
TA
1919
Tactive Advisors
Florida
$204K +$204K +6,437 New
BWG
1920
Berry Wealth Group
Texas
$203K +$204K +6,417 New
FG
1921
Fiduciary Group
Georgia
$203K +$203K +6,394 New
CPW
1922
Cogent Private Wealth
Florida
$203K +$203K +6,392 New
PCA
1923
Purkiss Capital Advisors
Connecticut
$203K +$203K +6,391 New
TIM
1924
Tortoise Investment Management
New York
$201K -$14.5K -457 -7%
WAOI
1925
Wealth Advisors of Iowa
Iowa
$200K +$201K +6,322 New