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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
276
Centric Wealth Management
Illinois
$669K -$208K -11,838 -24%
CFGS
277
Concourse Financial Group Securities
Alabama
$648K +$106K +6,051 +20%
MCP
278
Martin Capital Partners
Oregon
$644K -$76K -4,323 -11%
YWP
279
YorkBridge Wealth Partners
New York
$641K -$7.49K -426 -1%
HA
280
Hamel Associates
New Jersey
$640K -$432K -24,570 -40%
GWA
281
Guidant Wealth Advisors
Illinois
$628K +$4.49K +255 +0.7%
MA
282
MONECO Advisors
Connecticut
$626K – – –
MAFM
283
Mid Atlantic Financial Management
Pennsylvania
$616K -$52.9K -3,006 -8%
TIM
284
Total Investment Management
Arizona
$613K +$73.9K +4,200 +13%
KFGK
285
Keystone Financial Group (Kentucky)
Kentucky
$606K -$91.8K -5,217 -13%
CHA
286
Carmichael Hill & Associates
Maryland
$606K +$76.2K +4,332 +14%
MWM
287
Meridian Wealth Management
Kentucky
$602K +$264 +15 +0%
Stifel Financial
288
Stifel Financial
Missouri
$600K +$107K +6,081 +22%
DSC
289
Duncker Streett & Co
Missouri
$598K +$52.8K +3,000 +10%
TL
290
TrueWealth LLC
Georgia
$579K – – –
KCPG
291
Kavar Capital Partners Group
Kansas
$574K +$151K +8,601 +36%
GHA
292
GW Henssler & Associates
Georgia
$568K +$36.2K +2,058 +7%
TPWA
293
TRUE Private Wealth Advisors
Oregon
$566K +$149K +8,460 +36%
RBCM
294
Raub Brock Capital Management
California
$560K +$557K +31,683 New
CWM
295
Cedar Wealth Management
California
$554K – – –
KJWM
296
Kiley Juergens Wealth Management
Washington
$551K +$549K +31,188 New
CW
297
CreativeOne Wealth
Kansas
$532K -$79.4K -4,512 -13%
BPA
298
Beacon Pointe Advisors
California
$526K +$176K +10,020 +51%
BCWM
299
Bartlett & Co Wealth Management
Ohio
$515K – – –
CBA
300
Coastal Bridge Advisors
Connecticut
$513K – – –