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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
976
Triad Financial Advisors
North Carolina
$391K +$10.3K +417 +3%
HKIM
977
Hayek Kallen Investment Management
Alabama
$391K -$51.5K -2,085 -12%
1SB
978
1ST Source Bank
Indiana
$390K – – –
ACM
979
Advance Capital Management
Michigan
$389K -$29.7K -1,203 -7%
Vanguard Personalized Indexing Management
980
Vanguard Personalized Indexing Management
California
$388K – – –
V
981
ViaWealth
Kansas
$386K +$371K +15,024 New
AA
982
AlphaQ Advisors
Florida
$383K +$376K +15,225 New
MWP
983
Madison Wealth Partners
Wisconsin
$382K -$103K -4,182 -22%
FWM
984
Finer Wealth Management
Massachusetts
$380K +$1.93K +78 +0.5%
Betterment LLC
985
Betterment LLC
New York
$379K +$371K +15,039 New
CAWM
986
Capital Advisors Wealth Management
Washington
$377K +$78.7K +3,189 +27%
YIH
987
Y-Intercept (HK)
Hong Kong
$377K +$370K +14,988 New
LWCFA
988
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$376K – – –
HI
989
Hendershot Investments
Virginia
$373K +$365K +14,799 New
RWP
990
RWA Wealth Partners
Massachusetts
$372K -$3.11K -126 -0.9%
MWM
991
Modera Wealth Management
New Jersey
$368K +$121K +4,914 +51%
DI
992
Disciplined Investments
Oklahoma
$361K +$76K +3,081 +27%
IWP
993
Insight Wealth Partners
Texas
$361K – – –
FFA
994
Founders Financial Alliance
North Carolina
$360K +$1.78K +72 +0.5%
SWA
995
Sutton Wealth Advisors
Florida
$358K – – –
RIL
996
Rothschild Investment LLC
Illinois
$357K – – –
OWP
997
Obermeyer Wealth Partners
Colorado
$357K -$34.2K -1,386 -9%
FVWA
998
Foster Victor Wealth Advisors
South Carolina
$356K +$340K +13,755 New
BI
999
Ballast Inc
Kentucky
$355K +$348K +14,100 New
CHJWM
1000
Carlton Hofferkamp & Jenks Wealth Management
Texas
$352K +$15K +609 +5%