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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
351
Brasada Capital Management
Texas
$669K – – –
MS
352
Madden Securities
Texas
$667K +$653K +38,643 New
ISWM
353
Independent Solutions Wealth Management
New York
$665K -$8.82K -522 -1%
WF
354
Welch & Forbes
Massachusetts
$665K – – –
TFGT
355
TS Financial Group (TSFG)
Illinois
$663K +$507 +30 +0.1%
BCWM
356
Blue Chip Wealth Management
Florida
$658K -$59.2K -3,504 -8%
ACM
357
AlphaStar Capital Management
North Carolina
$652K -$4.21K -249 -0.7%
LF
358
LifeSteps Financial
California
$644K +$4K +237 +0.6%
MA
359
MONECO Advisors
Connecticut
$642K +$6.08K +360 +1%
LAIC
360
Lederer & Associates Investment Counsel
California
$632K -$30.9K -1,830 -5%
RWM
361
Rench Wealth Management
Texas
$632K +$8.51K +504 +1%
MIAN
362
Mariner Independent Advisor Network
Kansas
$626K -$705K -41,733 -53%
BOM
363
Bank of Marin
California
$626K +$329K +19,464 +116%
KC
364
Kingfisher Capital
North Carolina
$624K +$14.4K +855 +2%
CFMC
365
Curbstone Financial Management Corp
New Hampshire
$611K +$9.63K +570 +2%
HA
366
Harborview Advisors
Maine
$605K -$268K -15,867 -31%
AWM
367
Avior Wealth Management
Nebraska
$605K -$4.15K -246 -0.7%
MAFM
368
Mid Atlantic Financial Management
Pennsylvania
$604K -$102K -6,033 -15%
HI
369
Hudock Inc
Pennsylvania
$603K +$65.2K +3,858 +12%
LFG
370
LifePlan Financial Group
Ohio
$603K +$352K +20,814 +147%
IAS
371
IMA Advisory Services
Colorado
$596K -$45.4K -2,688 -7%
MCP
372
Martin Capital Partners
Oregon
$593K -$17.2K -1,020 -3%
Lido Advisors
373
Lido Advisors
California
$590K +$101 +6 +0%
FC
374
Fusion Capital
South Carolina
$587K -$6.84K -405 -1%
YWP
375
YorkBridge Wealth Partners
New York
$583K -$5.42K -321 -0.9%