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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFW
1326
Avantra Family Wealth
Pennsylvania
$607K -$74.4K -2,452 -11%
BW
1327
Basepoint Wealth
Iowa
$606K +$25.2K +831 +4%
SFG
1328
Strive Financial Group
Indiana
$603K +$59.9K +1,973 +11%
PK
1329
Pflug Koory
Nebraska
$602K +$8.83K +291 +2%
IWM
1330
Iams Wealth Management
Nebraska
$601K -$8.68K -286 -1%
RCWM
1331
Red Crane Wealth Management
California
$600K -$158K -5,196 -21%
MAM
1332
Milestone Asset Management
Pennsylvania
$598K +$592K +19,507 New
CSI
1333
Cross Staff Investments
New York
$597K -$17.9K -590 -3%
4WM
1334
49 Wealth Management
Texas
$595K +$588K +19,397 New
TBFA
1335
Three Bearings Fiduciary Advisors
New Hampshire
$590K +$516 +17 +0.1%
ARC
1336
Advisor Resource Council
Texas
$590K +$14.4K +475 +3%
OC
1337
Optima Capital
Oregon
$589K +$3.15K +104 +0.5%
Vanguard Personalized Indexing Management
1338
Vanguard Personalized Indexing Management
California
$588K -$47.1K -1,552 -7%
FGAM
1339
Financial Gravity Asset Management
Texas
$588K -$4.55K -150 -0.8%
BCP
1340
Blue Chip Partners
Michigan
$588K -$30K -988 -5%
KF
1341
Ketron Financial
California
$584K +$72.5K +2,390 +14%
SWM
1342
Sherman Wealth Management
Maryland
$582K +$940 +31 +0.2%
MWP
1343
Meriwether Wealth & Planning
Louisiana
$580K -$90.6K -2,987 -14%
PNFS
1344
PW Nova Financial Services
Pennsylvania
$579K +$572K +18,863 New
FA
1345
FC Advisory
Pennsylvania
$578K +$9.59K +316 +2%
KCFA
1346
Key Client Fiduciary Advisors
New Jersey
$578K -$114K -3,771 -17%
SHA
1347
Seneca House Advisors
Virginia
$575K +$394 +13 +0.1%
ALWM
1348
Andrews Lucia Wealth Management
California
$574K +$4.73K +156 +0.8%
BRG
1349
Bay Rivers Group
Virginia
$573K +$131K +4,317 +30%
KDA
1350
Kraft Davis & Associates
Missouri
$569K -$427K -14,081 -44%