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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
651
FFT Wealth Management
Pennsylvania
$432K – – –
LAIC
652
Lederer & Associates Investment Counsel
California
$432K – – –
MWP
653
Madison Wealth Partners
Wisconsin
$431K +$209K +8,226 +89%
AWM
654
Aevitas Wealth Management
Massachusetts
$427K +$438K +17,238 New
HIC
655
Holderness Investments Company
North Carolina
$426K +$46.1K +1,815 +12%
GC
656
Gratus Capital
Georgia
$425K +$6.02K +237 +1%
CHJWM
657
Carlton Hofferkamp & Jenks Wealth Management
Texas
$424K +$135K +5,316 +49%
MAS
658
Madden Advisory Services
Florida
$422K +$991 +39 +0.2%
BDFN
659
Bond & Devick Financial Network
Minnesota
$418K – – –
ZIM
660
Zacks Investment Management
Illinois
$417K – – –
WP
661
WMS Partners
Maryland
$416K -$183K -7,185 -30%
BFC
662
Bedel Financial Consulting
Indiana
$415K -$43.2K -1,698 -9%
RWA
663
River Wealth Advisors
Pennsylvania
$414K -$18.3K -720 -4%
CWM
664
Centric Wealth Management
Illinois
$414K -$2.59K -102 -0.6%
KFGK
665
Keystone Financial Group (Kentucky)
Kentucky
$410K +$44.4K +1,746 +12%
PFM
666
Parsec Financial Management
North Carolina
$409K +$114K +4,473 +40%
SFP
667
Sandbox Financial Partners
Maryland
$405K -$436K -17,172 -51%
PTC
668
Private Trust Company
Ohio
$405K -$48.2K -1,896 -10%
DWP
669
Destiny Wealth Partners
Florida
$403K +$2.21K +87 +0.5%
EIP
670
Ellis Investment Partners
Pennsylvania
$403K +$3.2K +126 +0.8%
SLA
671
Silver Lake Advisory
Utah
$400K +$2.59K +102 +0.6%
AP
672
Adero Partners
California
$397K +$1.07K +42 +0.3%
CCM
673
Ciovacco Capital Management
Georgia
$395K -$1.18M -46,593 -74%
RBFC
674
Roman Butler Fullerton & Co
Missouri
$394K +$112K +4,401 +40%
M&T Bank
675
M&T Bank
New York
$394K +$405K +15,930 New