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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
876
TAP Consulting
Missouri
$366K +$5.68K +234 +1%
ETIA
877
Epic Trust Investment Advisors
Washington
$366K +$14.7K +603 +4%
KCFA
878
Key Client Fiduciary Advisors
New Jersey
$358K +$44.2K +1,818 +13%
CWA
879
Capital Wealth Alliance
Arizona
$357K +$390K +16,068 New
GC
880
Gratus Capital
Georgia
$357K +$392K +16,122 New
SLA
881
Silver Lake Advisory
Utah
$356K +$3.21K +132 +0.8%
FCM
882
Firestone Capital Management
Florida
$355K +$1.82K +75 +0.5%
CSA
883
Cottage Street Advisors
Massachusetts
$355K +$50.4K +2,076 +15%
GW
884
GW & Wade
Massachusetts
$354K +$43.6K +1,794 +13%
SWMG
885
Sanchez Wealth Management Group
Florida
$351K – – –
CWM
886
ClientFirst Wealth Management
Arkansas
$349K +$332K +13,650 New
PP
887
PDS Planning
Ohio
$348K +$91.5K +3,768 +32%
DSC
888
Duncker Streett & Co
Missouri
$346K +$146 +6 +0%
OWP
889
Obermeyer Wealth Partners
Colorado
$345K +$68.3K +2,811 +22%
1SB
890
1ST Source Bank
Indiana
$343K – – –
WP
891
WMS Partners
Maryland
$343K +$583 +24 +0.2%
ESB
892
Essex Savings Bank
Connecticut
$343K +$71.6K +2,946 +24%
Vanguard Personalized Indexing Management
893
Vanguard Personalized Indexing Management
California
$341K -$32.1K -1,320 -8%
RFN
894
Redwood Financial Network
Ohio
$338K +$108K +4,452 +41%
TFA
895
Triad Financial Advisors
North Carolina
$335K -$875 -36 -0.2%
MW
896
MBL Wealth
North Carolina
$334K -$58.3K -2,400 -14%
MCWA
897
Meadow Creek Wealth Advisors
Georgia
$333K -$171K -7,050 -32%
FWM
898
Finer Wealth Management
Massachusetts
$332K +$15.7K +645 +4%
BAWC
899
Boyce & Associates Wealth Consulting
Texas
$331K +$2.77K +114 +0.8%
LWCFA
900
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$330K – – –