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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LC
1101
LCNB Corp
Ohio
$516K +$11.6K +450 +2%
FA
1102
Fountainhead AM
New Jersey
$507K +$103K +3,990 +27%
MWM
1103
Maripau Wealth Management
Indiana
$505K +$121K +4,665 +33%
QWM
1104
Quadcap Wealth Management
Texas
$505K +$88.7K +3,432 +22%
PIA
1105
Pinion Investment Advisors
Kansas
$501K +$481K +18,630 New
PP
1106
PDS Planning
Ohio
$500K +$10.2K +396 +2%
Vanguard Personalized Indexing Management
1107
Vanguard Personalized Indexing Management
California
$500K – – –
QCM
1108
QRG Capital Management
Illinois
$499K +$480K +18,579 New
TPW
1109
Tiller Private Wealth
Pennsylvania
$498K -$7.75K -300 -2%
PWM
1110
Prosperity Wealth Management
California
$497K +$7.44K +288 +2%
CC
1111
Commons Capital
Massachusetts
$496K +$41.8K +1,617 +10%
SIMC
1112
Squire Investment Management Company
Utah
$495K +$53K +2,052 +13%
TCM
1113
Traynor Capital Management
Pennsylvania
$495K +$166K +6,426 +54%
SWM
1114
Stockman Wealth Management
Montana
$495K -$30.6K -1,185 -6%
ZIMP
1115
Zimmermann Investment Management & Planning
Pennsylvania
$494K -$352K -13,641 -43%
ACP
1116
Aveo Capital Partners
Colorado
$493K +$490K +18,975 New
ECM
1117
Evergreen Capital Management
Washington
$492K -$78 -3 -0%
SWMG
1118
Sard Wealth Management Group
Georgia
$491K +$472K +18,252 New
FCA
1119
FinTrust Capital Advisors
South Carolina
$488K +$930 +36 +0.2%
RZH
1120
Relyea Zuckerberg Hanson
Connecticut
$488K +$31K +1,200 +7%
MWA
1121
Midland Wealth Advisors
Illinois
$486K +$467K +18,093 New
CE
1122
Cornerstone Enterprises
Wisconsin
$482K -$353K -13,656 -43%
HB
1123
HTLF Bank
Colorado
$482K +$463K +17,931 New
HTC
1124
Haverford Trust Company
Pennsylvania
$481K – – –
CA
1125
Centerpoint Advisors
Massachusetts
$480K -$327K -12,663 -41%