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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
1176
Wealthspan Partners
Iowa
$387K +$150K +5,748 +63%
PS
1177
Planned Solutions
California
$386K +$19.2K +738 +5%
CWM
1178
Castle Wealth Management
Florida
$383K – – –
LEFP
1179
Leading Edge Financial Planning
Tennessee
$377K -$10.7K -411 -3%
SWP
1180
SIMA Wealth Partners
Virginia
$375K +$377K +14,472 New
FSA
1181
Fort Sheridan Advisors
Illinois
$373K +$374K +14,373 New
CA
1182
Carson Advisory
Georgia
$368K -$9.76K -375 -3%
MG
1183
Mather Group
Illinois
$367K +$113K +4,356 +47%
HPC
1184
HM Payson & Co
Maine
$367K -$5.7K -219 -2%
CAWM
1185
Capital Advisors Wealth Management
Washington
$366K +$49.9K +1,917 +16%
BI
1186
Ballast Inc
Kentucky
$365K – – –
EW
1187
Element Wealth
Mississippi
$365K +$55.8K +2,142 +18%
MHR
1188
Matthew Hamilton Rosenberg
$364K -$10.1K -387 -3%
SFM
1189
Signet Financial Management
New Jersey
$364K -$51.9K -1,995 -12%
Vanguard Capital Wealth Advisors
1190
Vanguard Capital Wealth Advisors
Colorado
$362K +$165K +6,336 +83%
OFG
1191
Omega Financial Group
California
$361K -$3.51K -135 -1%
WF
1192
WoodTrust Financial
Wisconsin
$360K +$361K +13,884 New
CCA
1193
Carrera Capital Advisors
Michigan
$356K +$354K +13,590 New
TA
1194
TFB Advisors
Kansas
$355K +$31.2K +1,197 +10%
RWM
1195
RKL Wealth Management
Pennsylvania
$355K -$2.19K -84 -0.6%
DSCM
1196
Del-Sette Capital Management
New York
$355K – – –
FWM
1197
Finer Wealth Management
Massachusetts
$355K +$17K +654 +5%
FM
1198
Foster & Motley
Ohio
$354K -$5.23K -201 -1%
BKA
1199
Brick & Kyle Associates
Pennsylvania
$354K +$10.2K +390 +3%
CWG
1200
Cornerstone Wealth Group
North Carolina
$353K – – –