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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
YIA
226
YHB Investment Advisors
Connecticut
$8.55M +$668K +27,480 +8%
OPS
227
Orion Portfolio Solutions
Nebraska
$8.55M +$1.18M +48,687 +14%
SCM
228
Spreng Capital Management
Ohio
$8.51M -$805K -33,114 -8%
FTS
229
Fifth Third Securities
Ohio
$8.47M +$734K +30,210 +9%
CBFP
230
Cedar Brook Financial Partners
Ohio
$8.41M +$491K +20,220 +6%
D
231
Diversified
Delaware
$8.38M -$1.79M -73,509 -16%
CAG
232
Curtis Advisory Group
California
$8.37M +$16.6K +684 +0.2%
FFC
233
Fure Financial Corporation
Minnesota
$8.33M -$45.1K -1,857 -0.5%
SFWC
234
Strategic Family Wealth Counselors
New Jersey
$8.32M +$280K +11,514 +3%
PAG
235
Powers Advisory Group
Illinois
$8.29M +$812K +33,426 +10%
BF
236
BOK Financial
Oklahoma
$8.27M +$2.15M +88,545 +31%
Rockefeller Capital Management
237
Rockefeller Capital Management
New York
$8.11M +$1.16M +47,874 +15%
DFA
238
DHJJ Financial Advisors
Illinois
$7.97M -$26.9K -1,107 -0.3%
RF
239
Robbins Farley
New Hampshire
$7.88M +$11.7K +483 +0.1%
HF
240
Halpern Financial
Virginia
$7.86M +$7.67M +315,870 +811%
SSWM
241
Sheets Smith Wealth Management
North Carolina
$7.85M +$43.4K +1,788 +0.5%
CA
242
Cresta Advisors
Texas
$7.85M +$8.62M +354,615 New
AI
243
Atria Investments
North Carolina
$7.83M +$3.45M +142,194 +67%
CWM
244
Cedar Wealth Management
California
$7.81M +$3.6M +148,125 +72%
LNC
245
Lincoln National Corp
Pennsylvania
$7.8M +$1.33M +54,612 +18%
AWS
246
AJ Wealth Strategies
New York
$7.8M +$399K +16,437 +5%
CIBC World Market
247
CIBC World Market
Ontario, Canada
$7.67M +$8.41M +346,305 New
JF
248
Joule Financial
Kentucky
$7.63M +$3.15M +129,840 +60%
TFS
249
Thoroughbred Financial Services
Tennessee
$7.55M +$594K +24,435 +8%
AWM
250
Aspire Wealth Management
Massachusetts
$7.51M +$376K +15,459 +5%