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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BEAM
276
Baker Ellis Asset Management
Washington
$12.3M +$168K +5,300 +1%
AWM
277
Avior Wealth Management
Nebraska
$12.3M -$937K -29,541 -7%
AAA
278
American Alpha Advisors
New York
$12.3M +$151K +4,763 +1%
MFG
279
Midwest Financial Group
Kansas
$12.2M +$168K +5,288 +1%
FTWA
280
Fifth Third Wealth Advisors
Ohio
$12.2M +$4.83M +152,093 +65%
IIA
281
Integral Investment Advisors
California
$12.2M +$629K +19,842 +5%
LWM
282
Latko Wealth Management
Illinois
$12.1M +$872K +27,483 +8%
CNWM
283
Clay Northam Wealth Management
California
$12.1M -$170K -5,362 -1%
FF
284
Fairway Financial
Florida
$12.1M +$123K +3,891 +1%
KFGG
285
Keystone Financial Group (Georgia)
Georgia
$12.1M -$354K -11,162 -3%
WIM
286
WealthPlan Investment Management
Nebraska
$12.1M +$6.74M +212,564 +127%
CFA
287
Cahill Financial Advisors
Minnesota
$12M +$705K +22,218 +6%
KPWS
288
Kestra Private Wealth Services
Texas
$12M +$923K +29,087 +8%
KWA
289
Kingswood Wealth Advisors
California
$12M -$680K -21,439 -5%
CA
290
Clearstead Advisors
Ohio
$12M -$1.75M -55,005 -13%
MWM
291
Moran Wealth Management
Florida
$11.9M +$1.95M +61,514 +20%
SEIA
292
Signature Estate & Investment Advisors
California
$11.9M -$1.03M -32,333 -8%
FF
293
Friday Financial
Iowa
$11.8M +$1.03M +32,399 +10%
AssetMark Inc
294
AssetMark Inc
California
$11.6M +$867K +27,329 +8%
WAG
295
Winthrop Advisory Group
Massachusetts
$11.6M -$236K -7,448 -2%
LFAS
296
Level Four Advisory Services
Texas
$11.6M +$3.11M +98,179 +37%
KWA
297
Kellett Wealth Advisors
Ohio
$11.6M +$711K +22,409 +7%
BIA
298
Bell Investment Advisors
California
$11.6M +$67.6K +2,131 +0.6%
CFG
299
Certior Financial Group
Pennsylvania
$11.6M +$786K +24,762 +7%
PF
300
Prosperitas Financial
California
$11.6M +$153K +4,834 +1%