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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
276
Independent Financial Group
California
$12.1M +$805K +30,843 +7%
Fidelity Investments
277
Fidelity Investments
Massachusetts
$12M +$779K +29,836 +7%
CMP
278
Courage Miller Partners
Virginia
$11.8M +$468K +17,934 +4%
CFMC
279
Curbstone Financial Management Corp
New Hampshire
$11.8M -$12.8K -490 -0.1%
AWA
280
Acorn Wealth Advisors
Michigan
$11.8M +$441K +16,899 +4%
AUB
281
Atlantic Union Bankshares
Virginia
$11.7M +$3.26M +124,908 +39%
SS
282
Sunbelt Securities
Texas
$11.7M -$1.78M -68,202 -14%
CSP
283
Cary Street Partners
Virginia
$11.7M +$1.04M +39,879 +10%
TPWA
284
TRUE Private Wealth Advisors
Oregon
$11.5M -$239K -9,158 -2%
OPPS
285
Obsidian Personal Planning Solutions
Maryland
$11.4M +$438K +16,781 +4%
SWMG
286
Sard Wealth Management Group
Georgia
$11.4M +$175K +6,719 +2%
AWM
287
Avior Wealth Management
Nebraska
$11.3M +$113K +4,346 +1%
Thrivent Financial for Lutherans
288
Thrivent Financial for Lutherans
Minnesota
$11.2M -$15.4M -588,793 -58%
XF
289
XML Financial
Maryland
$11.1M +$132K +5,041 +1%
CPIG
290
Chicago Partners Investment Group
Illinois
$11.1M -$2.3M -87,956 -18%
MAG
291
Mayfair Advisory Group
Alabama
$11.1M -$1.53M -58,498 -12%
Rockefeller Capital Management
292
Rockefeller Capital Management
New York
$11.1M -$1.63M -62,242 -13%
P
293
&Partners
Tennessee
$11.1M -$300K -11,506 -3%
WLPWM
294
Walled Lake Planning & Wealth Management
Illinois
$11.1M +$131K +5,005 +1%
CWA
295
Canvas Wealth Advisors
Kansas
$11M +$1.59M +60,865 +18%
CCG
296
Coastwise Capital Group
California
$10.9M +$792K +30,318 +8%
MFA
297
Mayflower Financial Advisors
Massachusetts
$10.9M +$3.49M +133,698 +48%
SF
298
Summit Financial
New Jersey
$10.7M +$424K +16,226 +4%
RWA
299
Redhawk Wealth Advisors
Minnesota
$10.7M +$4.8M +183,909 +83%
LFAS
300
Level Four Advisory Services
Texas
$10.7M +$385K +14,757 +4%