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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
YWP
251
YorkBridge Wealth Partners
New York
$595K +$103K +6,210 +20%
3C
252
361 Capital
Colorado
$551K -$87.8K -5,268 -13%
MA
253
MONECO Advisors
Connecticut
$551K +$587K +35,208 New
SGAM
254
Steinberg Global Asset Management
Florida
$550K +$9.05K +543 +2%
TIM
255
Total Investment Management
Arizona
$546K -$3.4K -204 -0.6%
JSL
256
JT Stratford LLC
Georgia
$541K +$55.5K +3,330 +11%
MWM
257
Meridian Wealth Management
Kentucky
$540K +$88.3K +5,301 +18%
AMM
258
American Money Management
California
$528K +$31.2K +1,875 +6%
Cetera Investment Advisers
259
Cetera Investment Advisers
Illinois
$527K -$138K -8,259 -20%
CHA
260
Carmichael Hill & Associates
Maryland
$526K +$24.3K +1,461 +5%
GCA
261
Gradient Capital Advisors
California
$521K +$300 +18 +0.1%
HSA
262
HBK Sorce Advisory
Pennsylvania
$519K +$24.8K +1,491 +5%
CW
263
CreativeOne Wealth
Kansas
$518K +$51.8K +3,111 +10%
TL
264
TrueWealth LLC
Georgia
$513K
Vanguard Capital Wealth Advisors
265
Vanguard Capital Wealth Advisors
Colorado
$509K -$356K -21,375 -40%
MAFM
266
Mid Atlantic Financial Management
Pennsylvania
$506K +$538K +32,304 New
BC
267
Bartlett & Co
Ohio
$491K +$50K +3,000 +11%
BCWM
268
Bartlett & Co Wealth Management
Ohio
$491K +$50K +3,000 +11%
CWM
269
Cedar Wealth Management
California
$483K +$75K +4,500 +17%
SEI Investments
270
SEI Investments
Pennsylvania
$482K +$463K +27,798 +860%
AI
271
Atria Investments
North Carolina
$476K +$129K +7,734 +34%
GHA
272
GW Henssler & Associates
Georgia
$465K -$58.3K -3,498 -11%
SHA
273
Seneca House Advisors
Virginia
$457K -$15.7K -942 -3%
DSC
274
Duncker Streett & Co
Missouri
$456K +$4.25K +255 +0.9%
CBA
275
Coastal Bridge Advisors
Connecticut
$454K