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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ALWM
1376
Andrews Lucia Wealth Management
California
$593K – – –
MI
1377
Markowski Investments
Florida
$590K +$590K +18,606 New
HCM
1378
Howland Capital Management
Massachusetts
$588K +$102K +3,224 +21%
SW
1379
SMART Wealth
Nebraska
$587K +$297K +9,347 +102%
TFGT
1380
TS Financial Group (TSFG)
Illinois
$584K +$2.6K +82 +0.4%
CFGW
1381
Chancellor Financial Group WB
Pennsylvania
$583K +$584K +18,400 New
SWM
1382
Sherman Wealth Management
Maryland
$582K -$18.9K -595 -3%
SIAP
1383
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$581K +$63 +2 +0%
VV
1384
Verity & Verity
South Carolina
$580K -$97.1K -3,060 -14%
OFG
1385
Omega Financial Group
California
$580K +$4.06K +128 +0.7%
OWP
1386
Obermeyer Wealth Partners
Colorado
$579K -$158K -4,982 -21%
MCP
1387
Mirador Capital Partners
California
$579K +$222 +7 +0%
PHIC
1388
Pine Haven Investment Counsel
Massachusetts
$578K +$38.4K +1,210 +7%
LFA
1389
Legacy Financial Advisors
Kentucky
$577K +$634 +20 +0.1%
AI
1390
Accredited Investors
Minnesota
$577K +$577K +18,192 New
CC
1391
Citrine Capital
California
$576K +$23K +724 +4%
FMI
1392
Financial Management Inc
Arkansas
$574K +$4.5K +142 +0.8%
IAS
1393
Integrity Advisory Solutions
Texas
$574K +$77.9K +2,455 +16%
GWM
1394
GDS Wealth Management
Texas
$574K +$574K +18,088 New
WMP
1395
Wealth Management Partners
Arizona
$571K -$9.52K -300 -2%
CA
1396
COFG Advisors
Illinois
$570K +$570K +17,976 New
HOWA
1397
Heritage Oak Wealth Advisors
Florida
$569K +$49.3K +1,553 +9%
IWP
1398
Innova Wealth Partners
Pennsylvania
$568K +$160K +5,052 +39%
DF
1399
Downshift Financial
Colorado
$567K -$2.48K -78 -0.4%
PS
1400
Planned Solutions
California
$567K +$9.99K +315 +2%