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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
1951
Ballast Advisors
Minnesota
$148K +$35.4K +1,116 +31%
TSMHT
1952
Thurston Springer Miller Herd & Titak
Indiana
$147K -$35K -1,104 -19%
MFP
1953
Meramec Financial Planners
Missouri
$146K +$1.08K +34 +0.8%
HFS
1954
Hantz Financial Services
Michigan
$143K +$8.98K +283 +7%
AWM
1955
Aberdeen Wealth Management
Illinois
$143K -$95.2K -3,000 -40%
CVM
1956
Cheviot Value Management
California
$142K +$286 +9 +0.2%
ITIM
1957
Indiana Trust & Investment Management
Indiana
$139K -$13.9K -437 -9%
IWP
1958
IAG Wealth Partners
Wisconsin
$137K – – –
MP
1959
McDonald Partners
Ohio
$136K +$136K +4,300 New
SGK
1960
Steigerwald Gordon & Koch
Virginia
$135K +$539 +17 +0.4%
Franklin Resources
1961
Franklin Resources
California
$133K -$1.9K -60 -1%
BIAS
1962
Beacon Investment Advisory Services
New Jersey
$132K +$95 +3 +0.1%
AWM
1963
Ameliora Wealth Management
Switzerland
$127K +$127K +4,000 New
SC
1964
SouthState Corp
Florida
$126K -$208K -6,571 -62%
GC
1965
Granville Capital
North Carolina
$125K -$125K -3,939 -50%
MCA
1966
McGuire Capital Advisors
Oklahoma
$122K +$1.3K +41 +1%
PWAM
1967
Private Wealth Asset Management
Iowa
$121K – – –
GWM
1968
GSB Wealth Management
Connecticut
$120K -$730 -23 -0.6%
PWMG
1969
Prestige Wealth Management Group
New Jersey
$118K – – –
NWM
1970
Navigoe Wealth Management
California
$116K – – –
IRAG
1971
Investment Research & Advisory Group
Georgia
$113K +$113K +3,556 +71,120%
CPA
1972
Cardiff Park Advisors
California
$108K -$55.9K -1,761 -34%
SIC
1973
SJS Investment Consulting
Ohio
$107K +$6.66K +210 +7%
B
1974
Bayban
Minnesota
$106K – – –
TCM
1975
Timbuktu Capital Management
Massachusetts
$102K +$102K +3,219 New