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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1526
BSW Wealth Partners
Colorado
$263K +$263K +9,423 New
BWS
1527
Buck Wealth Strategies
Colorado
$263K +$262K +9,405 New
MSG
1528
Main Street Group
Virginia
$263K +$1.39K +50 +0.5%
MIM
1529
Marco Investment Management
Georgia
$262K – – –
LWM
1530
Lodestone Wealth Management
Washington
$262K +$39.6K +1,419 +18%
KFGK
1531
Keystone Financial Group (Kentucky)
Kentucky
$260K +$3.4K +122 +1%
TCOV
1532
Trust Company of Vermont
Vermont
$260K +$2.96K +106 +1%
DLCIG
1533
D.L. Carlson Investment Group
New Hampshire
$260K -$77.2K -2,770 -23%
AWM
1534
Accel Wealth Management
Iowa
$259K +$54K +1,936 +26%
Annex Advisory Services
1535
Annex Advisory Services
Wisconsin
$259K -$63K -2,260 -20%
HAM
1536
Harmony Asset Management
Arizona
$258K -$24.8K -891 -9%
AP
1537
Adero Partners
California
$257K – – –
MCM
1538
Mainstream Capital Management
California
$257K -$13.8K -494 -5%
QWM
1539
Quadcap Wealth Management
Texas
$257K +$1.09K +39 +0.4%
AW
1540
Alteri Wealth
California
$255K -$9.78K -351 -4%
WAS
1541
WESPAC Advisors SoCal
California
$254K – – –
SFS
1542
Solitude Financial Services
Virginia
$252K -$2.09K -75 -0.8%
FC
1543
Forte Capital
New York
$252K +$641 +23 +0.3%
ACM
1544
Avos Capital Management
Washington
$252K – – –
PWM
1545
Provident Wealth Management
Tennessee
$249K – – –
First Trust Advisors
1546
First Trust Advisors
Illinois
$249K -$551K -19,752 -69%
SWA
1547
Serenus Wealth Advisors
California
$248K – – –
JTWM
1548
Jackson Thornton Wealth Management
Alabama
$248K +$271K +9,738 New
LFA
1549
Laraway Financial Advisors
Minnesota
$248K +$251 +9 +0.1%
PA
1550
Perennial Advisors
New York
$247K +$247K +8,850 New