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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1526
Lodestone Wealth Management
Washington
$262K +$39.6K +1,419 +18%
KFGK
1527
Keystone Financial Group (Kentucky)
Kentucky
$260K +$3.4K +122 +1%
TCOV
1528
Trust Company of Vermont
Vermont
$260K +$2.96K +106 +1%
DLCIG
1529
D.L. Carlson Investment Group
New Hampshire
$260K -$77.2K -2,770 -23%
AWM
1530
Accel Wealth Management
Iowa
$259K +$54K +1,936 +26%
AAS
1531
Annex Advisory Services
Wisconsin
$259K -$63K -2,260 -20%
HAM
1532
Harmony Asset Management
Arizona
$258K -$24.8K -891 -9%
AP
1533
Adero Partners
California
$257K
MCM
1534
Mainstream Capital Management
California
$257K -$13.8K -494 -5%
QWM
1535
Quadcap Wealth Management
Texas
$257K +$1.09K +39 +0.4%
AW
1536
Alteri Wealth
California
$255K -$9.78K -351 -4%
WAS
1537
WESPAC Advisors SoCal
California
$254K
SFS
1538
Solitude Financial Services
Virginia
$252K -$2.09K -75 -0.8%
FC
1539
Forte Capital
New York
$252K +$641 +23 +0.3%
ACM
1540
Avos Capital Management
Washington
$252K
PWM
1541
Provident Wealth Management
Tennessee
$249K
First Trust Advisors
1542
First Trust Advisors
Illinois
$249K -$551K -19,752 -69%
SWA
1543
Serenus Wealth Advisors
California
$248K
JTWM
1544
Jackson Thornton Wealth Management
Alabama
$248K +$271K +9,738 New
LFA
1545
Laraway Financial Advisors
Minnesota
$248K +$251 +9 +0.1%
PA
1546
Perennial Advisors
New York
$247K +$247K +8,850 New
TH
1547
Team Hewins
California
$247K -$53.5K -1,920 -18%
RGC
1548
Roberts, Glore & Co
Illinois
$247K
Legacy Financial Group (Iowa)
1549
Legacy Financial Group (Iowa)
Iowa
$246K
HPC
1550
HM Payson & Co
Maine
$245K -$39.8K -1,429 -14%