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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
251
Laurel Wealth Advisors (California)
California
$605K +$129K +7,749 +25%
WF
252
Welch & Forbes
Massachusetts
$601K – – –
BWAM
253
Boyd Watterson Asset Management
Ohio
$599K – – –
YWP
254
YorkBridge Wealth Partners
New York
$595K +$103K +6,210 +20%
3C
255
361 Capital
Colorado
$551K -$87.8K -5,268 -13%
MA
256
MONECO Advisors
Connecticut
$551K +$587K +35,208 New
SGAM
257
Steinberg Global Asset Management
Florida
$550K +$9.05K +543 +2%
TIM
258
Total Investment Management
Arizona
$546K -$3.4K -204 -0.6%
JSL
259
JT Stratford LLC
Georgia
$541K +$55.5K +3,330 +11%
MWM
260
Meridian Wealth Management
Kentucky
$540K +$88.3K +5,301 +18%
AMM
261
American Money Management
California
$528K +$31.2K +1,875 +6%
Cetera Investment Advisers
262
Cetera Investment Advisers
Illinois
$527K -$138K -8,259 -20%
CHA
263
Carmichael Hill & Associates
Maryland
$526K +$24.3K +1,461 +5%
GCA
264
Gradient Capital Advisors
California
$521K +$300 +18 +0.1%
HSA
265
HBK Sorce Advisory
Pennsylvania
$519K +$24.8K +1,491 +5%
CW
266
CreativeOne Wealth
Kansas
$518K +$51.8K +3,111 +10%
TL
267
TrueWealth LLC
Georgia
$513K – – –
Vanguard Capital Wealth Advisors
268
Vanguard Capital Wealth Advisors
Colorado
$509K -$356K -21,375 -40%
MAFM
269
Mid Atlantic Financial Management
Pennsylvania
$506K +$538K +32,304 New
BC
270
Bartlett & Co
Ohio
$491K +$50K +3,000 +11%
BCWM
271
Bartlett & Co Wealth Management
Ohio
$491K +$50K +3,000 +11%
CWM
272
Cedar Wealth Management
California
$483K +$75K +4,500 +17%
SEI Investments
273
SEI Investments
Pennsylvania
$482K +$463K +27,798 +860%
AI
274
Atria Investments
North Carolina
$476K +$129K +7,734 +34%
GHA
275
GW Henssler & Associates
Georgia
$465K -$58.3K -3,498 -11%