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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HKIM
976
Hayek Kallen Investment Management
Alabama
$391K -$51.5K -2,085 -12%
1SB
977
1ST Source Bank
Indiana
$390K
ACM
978
Advance Capital Management
Michigan
$389K -$29.7K -1,203 -7%
Vanguard Personalized Indexing Management
979
Vanguard Personalized Indexing Management
California
$388K
V
980
ViaWealth
Kansas
$386K +$371K +15,024 New
AA
981
AlphaQ Advisors
Florida
$383K +$376K +15,225 New
MWP
982
Madison Wealth Partners
Wisconsin
$382K -$103K -4,182 -22%
FWM
983
Finer Wealth Management
Massachusetts
$380K +$1.93K +78 +0.5%
Betterment LLC
984
Betterment LLC
New York
$379K +$371K +15,039 New
CAWM
985
Capital Advisors Wealth Management
Washington
$377K +$78.7K +3,189 +27%
YIH
986
Y-Intercept (HK)
Hong Kong
$377K +$370K +14,988 New
LWCFA
987
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$376K
HI
988
Hendershot Investments
Virginia
$373K +$365K +14,799 New
RWP
989
RWA Wealth Partners
Massachusetts
$372K -$3.11K -126 -0.9%
MWM
990
Modera Wealth Management
New Jersey
$368K +$121K +4,914 +51%
DI
991
Disciplined Investments
Oklahoma
$361K +$76K +3,081 +27%
IWP
992
Insight Wealth Partners
Texas
$361K
FFA
993
Founders Financial Alliance
North Carolina
$360K +$1.78K +72 +0.5%
SWA
994
Sutton Wealth Advisors
Florida
$358K
RIL
995
Rothschild Investment LLC
Illinois
$357K
OWP
996
Obermeyer Wealth Partners
Colorado
$357K -$34.2K -1,386 -9%
FVWA
997
Foster Victor Wealth Advisors
South Carolina
$356K +$340K +13,755 New
BI
998
Ballast Inc
Kentucky
$355K +$348K +14,100 New
CHJWM
999
Carlton Hofferkamp & Jenks Wealth Management
Texas
$352K +$15K +609 +5%
DI
1000
DFPG Investments
Utah
$351K +$114K +4,605 +51%