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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
1876
Westfuller Advisors
New York
$148K +$1.21K +40 +0.8%
ITIM
1877
Indiana Trust & Investment Management
Indiana
$148K +$30.5K +1,007 +26%
TCM
1878
Tradewinds Capital Management
Washington
$146K +$1.06K +35 +0.7%
FPF
1879
First Pacific Financial
Washington
$144K +$11.6K +383 +9%
CVM
1880
Cheviot Value Management
California
$137K +$303 +10 +0.2%
DF
1881
DecisionPoint Financial
Arizona
$136K -$43.2K -1,424 -24%
MFP
1882
Meramec Financial Planners
Missouri
$135K +$1.12K +37 +0.9%
IWP
1883
IAG Wealth Partners
Wisconsin
$132K +$126K +4,164 +2,892%
Franklin Resources
1884
Franklin Resources
California
$130K – – –
HFS
1885
Hantz Financial Services
Michigan
$130K -$26.8K -882 -17%
SGK
1886
Steigerwald Gordon & Koch
Virginia
$130K +$54.4K +1,792 +73%
BIAS
1887
Beacon Investment Advisory Services
New Jersey
$128K +$126K +4,167 New
AWA
1888
Acumen Wealth Advisors
Tennessee
$126K – – –
PWAM
1889
Private Wealth Asset Management
Iowa
$117K +$105K +3,465 +1,022%
GWM
1890
GSB Wealth Management
Connecticut
$117K -$36.6K -1,206 -24%
MCA
1891
McGuire Capital Advisors
Oklahoma
$116K +$1.06K +35 +0.9%
PWMG
1892
Prestige Wealth Management Group
New Jersey
$115K – – –
PCM
1893
Palouse Capital Management
Washington
$113K +$91 +3 +0.1%
NWM
1894
Navigoe Wealth Management
California
$112K – – –
BA
1895
Ballast Advisors
Minnesota
$109K – – –
TAM
1896
Tucker Asset Management
Colorado
$105K -$21.1K -696 -17%
SC
1897
Solstein Capital
California
$103K – – –
RTL
1898
Red Tortoise LLC
Georgia
$103K +$546 +18 +0.5%
B
1899
Bayban
Minnesota
$103K -$62K -2,043 -38%
CW
1900
Curio Wealth
Maryland
$99.4K – – –