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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LF
376
LifeSteps Financial
California
$677K -$10.6K -576 -2%
CMBA
377
C.M. Bidwell & Associates
Hawaii
$674K +$169K +9,210 +34%
HPWM
378
Highland Private Wealth Management
Washington
$657K -$1.29M -70,329 -66%
Fisher Asset Management
379
Fisher Asset Management
Washington
$652K -$500K -27,165 -43%
MWM
380
Meridian Wealth Management
Kentucky
$651K -$175K -9,528 -21%
HA
381
Harborview Advisors
Maine
$647K +$1.05K +57 +0.2%
JWCA
382
J.W. Cole Advisors
Florida
$635K +$634K +34,440 New
TW
383
Transform Wealth
Colorado
$628K -$107K -5,793 -15%
BCWM
384
Blue Chip Wealth Management
Florida
$625K -$78.3K -4,257 -11%
YWP
385
YorkBridge Wealth Partners
New York
$619K -$4.31K -234 -0.7%
FRA
386
Front Row Advisors
California
$618K +$22.1K +1,203 +4%
BIM
387
Baldwin Investment Management
Pennsylvania
$611K +$108K +5,862 +21%
KWM
388
Kingsview Wealth Management
Oregon
$610K +$229K +12,432 +60%
ISWM
389
Independent Solutions Wealth Management
New York
$602K -$108K -5,880 -15%
OC
390
Oarsman Capital
Wisconsin
$602K +$140K +7,608 +30%
BFPW
391
BOK Financial Private Wealth
Colorado
$601K – – –
MCP
392
Mirador Capital Partners
California
$600K -$423K -22,992 -41%
BRWA
393
B. Riley Wealth Advisors
Florida
$597K +$51.7K +2,808 +9%
NNP
394
Nachman Norwood & Parrott
South Carolina
$590K +$72.8K +3,954 +14%
Fidelity Investments
395
Fidelity Investments
Massachusetts
$588K +$276K +14,985 +89%
JIC
396
Johnson Investment Counsel
Ohio
$586K +$75.6K +4,107 +15%
BW
397
Bison Wealth
Georgia
$585K +$2.21K +120 +0.4%
IAS
398
IMA Advisory Services
Colorado
$583K -$53.4K -2,901 -8%
KA
399
Kovack Advisors
Florida
$583K -$1.38K -75 -0.2%
MFW
400
Meristem Family Wealth
Minnesota
$581K – – –