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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1251
Telos Capital Management
California
$773K -$201K -6,350 -21%
SA
1252
Stewardship Advisors
Pennsylvania
$772K +$2.54K +80 +0.3%
TCOT
1253
Trust Company of Toledo
Ohio
$770K
SCM
1254
Saxony Capital Management
Missouri
$767K +$503K +15,845 +190%
WTC
1255
WhitTier Trust Company
Nevada
$767K +$1.4K +44 +0.2%
KFGK
1256
Keystone Financial Group (Kentucky)
Kentucky
$766K +$309K +9,729 +68%
PWA
1257
Prairie Wealth Advisors
Nebraska
$765K
SAM
1258
SP Asset Management
California
$764K +$5.96K +188 +0.8%
CFCS
1259
CDM Financial Counseling Services
Connecticut
$764K -$21.9K -690 -3%
FCBT
1260
First Citizens Bank & Trust
North Carolina
$762K -$135K -4,263 -15%
CP
1261
Capital Planning
Washington
$761K +$58.6K +1,848 +8%
AWM
1262
Abound Wealth Management
Tennessee
$759K -$12.7K -399 -2%
FPWM
1263
FSB Premier Wealth Management
Iowa
$758K +$2.82K +89 +0.4%
CTA
1264
Clear Trail Advisors
Texas
$757K +$758K +23,887 New
DWM
1265
Ducere Wealth Management
California
$755K +$755K +23,797 New
Federated Hermes
1266
Federated Hermes
Pennsylvania
$752K
BHA
1267
Beech Hill Advisors
New York
$752K +$111K +3,500 +17%
JFG
1268
Jefferies Financial Group
New York
$748K
SPWM
1269
Schrum Private Wealth Management
Florida
$748K -$581K -18,328 -65%
CWRP
1270
Cassady Wealth & Retirement Planning
Nevada
$748K -$27.2K -858 -4%
RWB
1271
RMR Wealth Builders
New Jersey
$746K +$377K +11,871 +102%
WWC
1272
Waypoint Wealth Counsel
Georgia
$743K +$1.81K +57 +0.2%
WOSD
1273
WFA of San Diego
California
$741K -$48.6K -1,532 -7%
OAG
1274
Oakmont Advisory Group
New Mexico
$740K +$112K +3,535 +18%
HKIMG
1275
Hutchens & Kramer Investment Management Group
Indiana
$739K +$196K +6,188 +36%