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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFP
1526
Cascade Financial Partners
California
$386K -$22.1K -728 -5%
1IA
1527
1620 Investment Advisors
Massachusetts
$386K -$38K -1,253 -9%
SSW
1528
Stone Summit Wealth
Florida
$385K – – –
BRPW
1529
Ballast Rock Private Wealth
South Carolina
$385K +$33.7K +1,112 +10%
TWD
1530
True Wealth Design
Ohio
$384K +$380K +12,511 New
CWM
1531
Castle Wealth Management
Florida
$383K -$212 -7 -0.1%
HA
1532
Helium Advisors
Washington
$381K +$377K +12,425 New
BPW
1533
Bingham Private Wealth
California
$381K +$376K +12,411 New
CGA
1534
Crescent Grove Advisors
Illinois
$380K -$2.85K -94 -0.8%
TFA
1535
Tobias Financial Advisors
Florida
$379K -$940 -31 -0.3%
SPWM
1536
Straight Path Wealth Management
Michigan
$379K +$10.9K +358 +3%
GHA
1537
GW Henssler & Associates
Georgia
$379K -$9.62K -317 -3%
DV Trading
1538
DV Trading
Illinois
$377K +$373K +12,300 New
CICC
1539
Capital Investment Counsel (Colorado)
Colorado
$377K -$223K -7,366 -37%
Smith Salley Wealth Management
1540
Smith Salley Wealth Management
North Carolina
$374K -$131K -4,305 -26%
CIA
1541
Covington Investment Advisors
Pennsylvania
$374K -$165K -5,450 -31%
FBC
1542
Fairfield, Bush & Co
Connecticut
$373K +$7.01K +231 +2%
IP
1543
Indivisible Partners
Florida
$373K +$698 +23 +0.2%
JCM
1544
J2 Capital Management
Michigan
$372K +$758 +25 +0.2%
WF
1545
WealthPoint Financial
North Carolina
$372K -$109K -3,603 -23%
PWM
1546
Partners Wealth Management
California
$371K – – –
HIS
1547
Horizon Investment Services
Indiana
$370K +$61 +2 +0%
OWM
1548
OneAscent Wealth Management
Alabama
$368K -$6.83K -225 -2%
UF
1549
Univest Financial
Pennsylvania
$367K +$44.8K +1,477 +14%
Kovitz Investment Group Partners
1550
Kovitz Investment Group Partners
Illinois
$366K -$6.4K -211 -2%