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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FW
1251
Fairway Wealth
Ohio
$602K – – –
MWP
1252
Meriwether Wealth & Planning
Louisiana
$601K -$96.6K -3,552 -14%
MW
1253
Merited Wealth
Florida
$600K +$595K +21,888 New
TWM
1254
Timmons Wealth Management
Massachusetts
$600K +$594K +21,861 New
CP
1255
Creekside Partners
California
$599K +$71.1K +2,614 +14%
TCM
1256
Telos Capital Management
California
$598K +$389K +14,314 +191%
BKA
1257
Brick & Kyle Associates
Pennsylvania
$597K +$16.7K +615 +3%
SL
1258
Salomon & Ludwin
Virginia
$595K -$625 -23 -0.1%
AF
1259
Aldebaran Financial
$594K – – –
MCCP
1260
Mission Creek Capital Partners
California
$592K -$109 -4 -0%
LWA
1261
Lantern Wealth Advisors
New York
$591K +$23.7K +872 +4%
OA
1262
Oxbow Advisors
Texas
$588K -$185K -6,786 -24%
MCP
1263
Martin Capital Partners
Oregon
$586K -$15K -551 -3%
OFS
1264
OMC Financial Services
New York
$586K -$3.24K -119 -0.6%
BIM
1265
Baldwin Investment Management
Pennsylvania
$585K -$35.6K -1,308 -6%
EWM
1266
Evolution Wealth Management
Florida
$583K +$234K +8,608 +68%
CFG
1267
Clayton Financial Group
Missouri
$576K +$571K +21,000 New
T
1268
Tidemark
California
$575K – – –
TBFA
1269
Three Bearings Fiduciary Advisors
New Hampshire
$573K +$523K +19,218 New
VV
1270
Verity & Verity
South Carolina
$573K +$2.28K +84 +0.4%
CLIP
1271
Colter Lewis Investment Partners
Connecticut
$573K +$568K +20,885 New
SWA
1272
Strata Wealth Advisors
Texas
$573K – – –
Vanguard Personalized Indexing Management
1273
Vanguard Personalized Indexing Management
California
$569K -$3.24K -119 -0.6%
DWM
1274
Drive Wealth Management
Utah
$566K +$146K +5,362 +35%
GSWM
1275
Golden State Wealth Management
California
$566K -$65.1K -2,393 -10%