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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MW
1251
Merited Wealth
Florida
$600K +$595K +21,888 New
TWM
1252
Timmons Wealth Management
Massachusetts
$600K +$594K +21,861 New
CP
1253
Creekside Partners
California
$599K +$71.1K +2,614 +14%
TCM
1254
Telos Capital Management
California
$598K +$389K +14,314 +191%
BKA
1255
Brick & Kyle Associates
Pennsylvania
$597K +$16.7K +615 +3%
SL
1256
Salomon & Ludwin
Virginia
$595K -$625 -23 -0.1%
AF
1257
Aldebaran Financial
$594K
MCCP
1258
Mission Creek Capital Partners
California
$592K -$109 -4 -0%
LWA
1259
Lantern Wealth Advisors
New York
$591K +$23.7K +872 +4%
OA
1260
Oxbow Advisors
Texas
$588K -$185K -6,786 -24%
MCP
1261
Martin Capital Partners
Oregon
$586K -$15K -551 -3%
OFS
1262
OMC Financial Services
New York
$586K -$3.24K -119 -0.6%
BIM
1263
Baldwin Investment Management
Pennsylvania
$585K -$35.6K -1,308 -6%
EWM
1264
Evolution Wealth Management
Florida
$583K +$234K +8,608 +68%
CFG
1265
Clayton Financial Group
Missouri
$576K +$571K +21,000 New
T
1266
Tidemark
California
$575K
TBFA
1267
Three Bearings Fiduciary Advisors
New Hampshire
$573K +$523K +19,218 New
VV
1268
Verity & Verity
South Carolina
$573K +$2.28K +84 +0.4%
CLIP
1269
Colter Lewis Investment Partners
Connecticut
$573K +$568K +20,885 New
SWA
1270
Strata Wealth Advisors
Texas
$573K
Vanguard Personalized Indexing Management
1271
Vanguard Personalized Indexing Management
California
$569K -$3.24K -119 -0.6%
DWM
1272
Drive Wealth Management
Utah
$566K +$146K +5,362 +35%
GSWM
1273
Golden State Wealth Management
California
$566K -$65.1K -2,393 -10%
GAM
1274
Gemmer Asset Management
California
$565K -$57.2K -2,104 -9%
KWS
1275
Keystone Wealth Services
California
$563K +$76.5K +2,814 +16%