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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
376
Fisher Asset Management
Washington
$652K -$500K -27,165 -43%
MWM
377
Meridian Wealth Management
Kentucky
$651K -$175K -9,528 -21%
HA
378
Harborview Advisors
Maine
$647K +$1.05K +57 +0.2%
JWCA
379
J.W. Cole Advisors
Florida
$635K +$634K +34,440 New
TW
380
Transform Wealth
Colorado
$628K -$107K -5,793 -15%
BCWM
381
Blue Chip Wealth Management
Florida
$625K -$78.3K -4,257 -11%
YWP
382
YorkBridge Wealth Partners
New York
$619K -$4.31K -234 -0.7%
FRA
383
Front Row Advisors
California
$618K +$22.1K +1,203 +4%
BIM
384
Baldwin Investment Management
Pennsylvania
$611K +$108K +5,862 +21%
KWM
385
Kingsview Wealth Management
Oregon
$610K +$229K +12,432 +60%
ISWM
386
Independent Solutions Wealth Management
New York
$602K -$108K -5,880 -15%
OC
387
Oarsman Capital
Wisconsin
$602K +$140K +7,608 +30%
BFPW
388
BOK Financial Private Wealth
Colorado
$601K
MCP
389
Mirador Capital Partners
California
$600K -$423K -22,992 -41%
BRWA
390
B. Riley Wealth Advisors
Florida
$597K +$51.7K +2,808 +9%
NNP
391
Nachman Norwood & Parrott
South Carolina
$590K +$72.8K +3,954 +14%
Fidelity Investments
392
Fidelity Investments
Massachusetts
$588K +$276K +14,985 +89%
JIC
393
Johnson Investment Counsel
Ohio
$586K +$75.6K +4,107 +15%
BW
394
Bison Wealth
Georgia
$585K +$2.21K +120 +0.4%
IAS
395
IMA Advisory Services
Colorado
$583K -$53.4K -2,901 -8%
KA
396
Kovack Advisors
Florida
$583K -$1.38K -75 -0.2%
MFW
397
Meristem Family Wealth
Minnesota
$581K
CAN
398
Cetera Advisor Networks
California
$578K -$1.82K -99 -0.3%
ACM
399
AlphaStar Capital Management
North Carolina
$576K -$126K -6,861 -19%
ERIM
400
Eagle Ridge Investment Management
Connecticut
$576K +$575K +31,251 New