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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1751
Manchester Capital Management
Vermont
$13.7K +$2.73K +100 +25%
CCM
1752
Cloud Capital Management
Washington
$13K +$13.1K +480 New
TF
1753
Tompkins Financial
New York
$12.9K – – –
HNW
1754
High Note Wealth
Minnesota
$12.3K – – –
CT
1755
Coastline Trust
Rhode Island
$12.3K +$12.3K +450 New
VWA
1756
VSM Wealth Advisory
Maryland
$11.6K +$109 +4 +0.9%
CIAS
1757
CBIZ Investment Advisory Services
Ohio
$11.5K +$55 +2 +0.5%
IWP
1758
IAG Wealth Partners
Wisconsin
$10.8K – – –
FG
1759
Fairman Group
Pennsylvania
$10.6K +$9.96K +365 +1,659%
NMG
1760
New Millennium Group
Utah
$9.62K +$5.57K +204 +138%
MSWM
1761
Mowery & Schoenfeld Wealth Management
Illinois
$9.38K – – –
PWAM
1762
Private Wealth Asset Management
Iowa
$9.26K -$118K -4,311 -93%
GWS
1763
Greykasell Wealth Strategies
California
$9.01K +$9K +330 New
LWA
1764
Lowe Wealth Advisors
Maryland
$8.9K – – –
LB
1765
Legacy Bridge
Iowa
$8.19K – – –
NWMP
1766
Noble Wealth Management PBC
Colorado
$8.19K +$8.19K +300 New
MAS
1767
MPWM Advisory Solutions
Georgia
$7.37K -$4.26K -156 -37%
MDA
1768
Minot DeBlois Advisors
Massachusetts
$6.83K -$5.37K -197 -44%
B
1769
Birchbrook
Maine
$6.77K +$55 +2 +0.8%
FMP
1770
Financial Management Professionals
Texas
$6.14K -$28.8K -1,057 -82%
WPWM
1771
Western Pacific Wealth Management
Illinois
$5.91K +$82 +3 +1%
CCMI
1772
Creative Capital Management Investments
California
$5.49K +$5.48K +201 New
BHWM
1773
Beaird Harris Wealth Management
Texas
$5.41K -$409K -14,998 -99%
TFM
1774
TFC Financial Management
Massachusetts
$4.94K +$4.94K +181 New
CNBTD
1775
Citizens National Bank Trust Department
Mississippi
$4.91K – – –