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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
251
Win Advisors
Florida
$12.1M +$11.3M +475,494 New
KMWM
252
Keudell/Morrison Wealth Management
Oregon
$12.1M +$225K +9,447 +2%
AWA
253
Acorn Wealth Advisors
Michigan
$12M -$494K -20,745 -4%
TIA
254
Traphagen Investment Advisors
New Jersey
$11.8M -$7.79M -326,904 -41%
KPWS
255
Kestra Private Wealth Services
Texas
$11.8M +$6.73M +282,570 +156%
AI
256
Atria Investments
North Carolina
$11.7M +$161K +6,744 +1%
SFWA
257
Summit Financial Wealth Advisors
Louisiana
$11.7M +$1.29M +54,210 +13%
MA
258
MONECO Advisors
Connecticut
$11.7M -$172K -7,209 -2%
WCM
259
Winthrop Capital Management
Indiana
$11.6M +$10.9M +459,021 New
LWL
260
Leo Wealth LLC
Texas
$11.6M +$10.6M +443,391 New
SWA
261
Stratos Wealth Advisors
Ohio
$11.6M +$1.63M +68,610 +18%
CFG
262
Cooper Financial Group
California
$11.5M +$1.28M +53,865 +13%
ES
263
Eagle Strategies
New York
$11.5M +$266K +11,154 +3%
BWM
264
BCGM Wealth Management
Indiana
$11.3M -$2.48M -103,893 -19%
RDIA
265
RE Dickinson Investment Advisors
Iowa
$11.2M +$218K +9,159 +2%
CAAS
266
Capital Asset Advisory Services
Michigan
$11.1M +$377K +15,816 +4%
BEAM
267
Baker Ellis Asset Management
Washington
$11.1M -$2.83M -118,959 -21%
FMC
268
First Merchants Corp
Indiana
$11.1M -$365K -15,297 -3%
Bank of New York Mellon
269
Bank of New York Mellon
New York
$10.9M +$9.96M +417,957 +3,537%
GA
270
GSG Advisors
New Jersey
$10.9M +$717K +30,084 +8%
SFG
271
SevenBridge Financial Group
Pennsylvania
$10.8M +$1.08M +45,366 +12%
FFWA
272
FRG Family Wealth Advisors
Washington
$10.7M -$783K -32,865 -7%
CMP
273
Courage Miller Partners
Virginia
$10.7M +$81.7K +3,429 +0.8%
NIWA
274
New Insight Wealth Advisors
California
$10.7M +$10M +420,699 New
Capital Fund Management (CFM)
275
Capital Fund Management (CFM)
France
$10.7M -$1.63M -68,400 -14%