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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMP
226
Courage Miller Partners
Virginia
$13.1M +$195K +7,167 +2%
AQR Capital Management
227
AQR Capital Management
Connecticut
$13.1M +$3.75M +137,904 +41%
P
228
&Partners
Tennessee
$13.1M +$620K +22,813 +5%
GA
229
GSG Advisors
New Jersey
$13.1M -$144K -5,311 -1%
TFS
230
truNorth Financial Services
Pennsylvania
$12.9M +$12.8M +471,940 New
ISFAN
231
Investor's Fiduciary Advisor Network
Washington
$12.9M +$67.6K +2,486 +0.5%
CIC
232
Carnegie Investment Counsel
Ohio
$12.9M +$2.87M +105,601 +29%
BWM
233
BCS Wealth Management
Tennessee
$12.7M +$4.77M +175,410 +61%
SWMG
234
Sard Wealth Management Group
Georgia
$12.5M +$273K +10,047 +2%
TPWA
235
TRUE Private Wealth Advisors
Oregon
$12.5M -$192K -7,045 -2%
WLPWM
236
Walled Lake Planning & Wealth Management
Illinois
$12.5M +$118K +4,324 +1%
AWC
237
Adamsbrown Wealth Consultants
Kansas
$12.4M -$856K -31,493 -7%
CCG
238
Coastwise Capital Group
California
$12.4M +$483K +17,768 +4%
SFG
239
Sunburst Financial Group
Alabama
$12.4M -$469K -17,243 -4%
SF
240
Schaeffer Financial
Maryland
$12.3M -$4.05M -148,768 -25%
LWM
241
Lighthouse Wealth Management
Ohio
$12.3M -$277K -10,172 -2%
IA
242
Integrity Alliance
Iowa
$12.2M +$10.7M +393,450 +756%
AWM
243
AE Wealth Management
Kansas
$12.2M +$3.49M +128,220 +41%
KWM
244
Kingsview Wealth Management
Oregon
$12.1M -$224K -8,253 -2%
DWM
245
Dakota Wealth Management
Florida
$12.1M -$597K -21,945 -5%
PA
246
Parallel Advisors
California
$12.1M -$1.45M -53,237 -11%
FWA
247
Fidelis Wealth Advisors
Colorado
$12M +$11.9M +438,784 New
LFS
248
Legacy Financial Strategies
Kansas
$12M -$976K -35,912 -8%
MS
249
Monetary Solutions
Ohio
$12M +$11.9M +435,975 New
EWA
250
EP Wealth Advisors
California
$11.9M +$11.8M +433,095 New