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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRPW
1526
Ballast Rock Private Wealth
South Carolina
$385K +$33.7K +1,112 +10%
TWD
1527
True Wealth Design
Ohio
$384K +$380K +12,511 New
CWM
1528
Castle Wealth Management
Florida
$383K -$212 -7 -0.1%
HA
1529
Helium Advisors
Washington
$381K +$377K +12,425 New
BPW
1530
Bingham Private Wealth
California
$381K +$376K +12,411 New
CGA
1531
Crescent Grove Advisors
Illinois
$380K -$2.85K -94 -0.8%
TFA
1532
Tobias Financial Advisors
Florida
$379K -$940 -31 -0.3%
SPWM
1533
Straight Path Wealth Management
Michigan
$379K +$10.9K +358 +3%
GHA
1534
GW Henssler & Associates
Georgia
$379K -$9.62K -317 -3%
DT
1535
DV Trading
Illinois
$377K +$373K +12,300 New
CICC
1536
Capital Investment Counsel (Colorado)
Colorado
$377K -$223K -7,366 -37%
SSWM
1537
Smith Salley Wealth Management
North Carolina
$374K -$131K -4,305 -26%
CIA
1538
Covington Investment Advisors
Pennsylvania
$374K -$165K -5,450 -31%
FBC
1539
Fairfield, Bush & Co
Connecticut
$373K +$7.01K +231 +2%
IP
1540
Indivisible Partners
Florida
$373K +$698 +23 +0.2%
JCM
1541
J2 Capital Management
Michigan
$372K +$758 +25 +0.2%
WF
1542
WealthPoint Financial
North Carolina
$372K -$109K -3,603 -23%
PWM
1543
Partners Wealth Management
California
$371K
HIS
1544
Horizon Investment Services
Indiana
$370K +$61 +2 +0%
OWM
1545
OneAscent Wealth Management
Alabama
$368K -$6.83K -225 -2%
UF
1546
Univest Financial
Pennsylvania
$367K +$44.8K +1,477 +14%
Kovitz Investment Group Partners
1547
Kovitz Investment Group Partners
Illinois
$366K -$6.4K -211 -2%
PAM
1548
Pegasus Asset Management
New York
$365K +$26.5K +875 +8%
AFWM
1549
Arta Finance Wealth Management
California
$364K +$76.5K +2,521 +27%
ETS
1550
ESL Trust Services
New York
$364K -$1.58M -52,246 -81%