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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SP
1126
SWS Partners
Ohio
$930K – – –
IA
1127
IF Advisors
Texas
$930K +$919K +30,304 New
IWS
1128
Integrity Wealth Solutions
Colorado
$929K +$7.16K +236 +0.8%
RRA
1129
Round Rock Advisors
Connecticut
$929K -$19.1K -629 -2%
WB
1130
Webster Bank
Connecticut
$928K +$103K +3,380 +13%
VCAM
1131
Van Cleef Asset Management
Ohio
$927K +$101K +3,328 +12%
AO
1132
Advisor OS
Illinois
$926K +$6.07K +200 +0.7%
WTFG
1133
Wood Tarver Financial Group
Idaho
$925K -$16.9K -556 -2%
BONH
1134
Bank of New Hampshire
New Hampshire
$924K +$8.19K +270 +0.9%
SA
1135
Sunesis Advisors
Kansas
$921K – – –
CWM
1136
Connecticut Wealth Management
Connecticut
$920K +$12.1K +400 +1%
Advance Capital Management
1137
Advance Capital Management
Michigan
$910K -$67.4K -2,223 -7%
JCFM
1138
JBR Co Financial Management
Oklahoma
$910K – – –
BHBT
1139
Burke & Herbert Bank & Trust
Virginia
$910K +$3.09K +102 +0.3%
SIM
1140
Stratos Investment Management
Ohio
$909K -$34.6K -1,139 -4%
IWM
1141
Immaculate Wealth Management
Arizona
$906K +$896K +29,537 New
CAM
1142
CPA Asset Management
Florida
$905K -$16.5K -545 -2%
IA
1143
Insight Advisors
Pennsylvania
$904K -$5.46M -180,046 -86%
Nicholas Hoffman & Company
1144
Nicholas Hoffman & Company
Georgia
$891K +$14.4K +476 +2%
SWM
1145
SHP Wealth Management
Massachusetts
$891K -$74.7K -2,463 -8%
OC
1146
Oarsman Capital
Wisconsin
$889K -$25.4K -836 -3%
BWM
1147
Buska Wealth Management
Wisconsin
$889K -$105K -3,453 -11%
EWS
1148
Evergreen Wealth Solutions
Pennsylvania
$886K +$876K +28,879 New
VAS
1149
Valicenti Advisory Services
New York
$886K -$12.2K -401 -1%
IFWM
1150
Institute for Wealth Management
Colorado
$885K +$27.6K +910 +3%