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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWP
801
Insight Wealth Partners
Texas
$386K – – –
ES
802
ETF Store
Kansas
$385K +$385K +14,802 New
Vanguard Capital Wealth Advisors
803
Vanguard Capital Wealth Advisors
Colorado
$375K +$65K +2,502 +22%
HPC
804
HM Payson & Co
Maine
$372K +$359K +13,812 New
FFA
805
Founders Financial Alliance
North Carolina
$370K +$80.5K +3,099 +29%
JCM
806
Jacobi Capital Management
Pennsylvania
$368K +$156 +6 +0%
HIS
807
Horizon Investment Services
Indiana
$365K +$17.5K +675 +5%
WPC
808
Wedmont Private Capital
Pennsylvania
$364K +$346K +13,335 New
WCA
809
Westover Capital Advisors
Delaware
$360K +$12.2K +471 +4%
BKA
810
Brick & Kyle Associates
Pennsylvania
$360K +$347K +13,371 New
SFP
811
Sandbox Financial Partners
Maryland
$358K -$80K -3,078 -19%
OAM
812
Oppenheimer Asset Management
New York
$358K -$30.2K -1,161 -8%
SHWM
813
Silicon Hills Wealth Management
Texas
$356K -$118K -4,527 -26%
CA
814
Cornerstone Advisory
Maryland
$355K +$120K +4,620 +54%
ONSWM
815
Old North State Wealth Management
North Carolina
$354K +$341K +13,137 New
WAS
816
WESPAC Advisors SoCal
California
$352K – – –
GW
817
GW & Wade
Massachusetts
$350K -$3.9K -150 -1%
MHR
818
Matthew Hamilton Rosenberg
$349K – – –
AFAS
819
Acorn Financial Advisory Services
Virginia
$349K +$78 +3 +0%
KCFA
820
Key Client Fiduciary Advisors
New Jersey
$349K +$337K +12,954 New
AWA
821
Arete Wealth Advisors
Illinois
$348K – – –
JIC
822
Joel Isaacson & Co
New York
$348K +$1.32K +51 +0.4%
VCM
823
Virtue Capital Management
Tennessee
$347K +$335K +12,885 New
OWP
824
Obermeyer Wealth Partners
Colorado
$344K – – –
HWA
825
Heritage Wealth Advisors
Virginia
$343K – – –