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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DW30
301
Drucker Wealth 3.0
New Jersey
$11.5M +$1.64M +51,759 +17%
LFP
302
Lakeshore Financial Planning
Michigan
$11.5M -$520K -16,406 -4%
Corient Private Wealth
303
Corient Private Wealth
Florida
$11.5M -$16.5M -519,716 -59%
MHFA
304
Mission Hills Financial Advisory
California
$11.4M -$10.2K -321 -0.1%
AWM
305
AE Wealth Management
Kansas
$11.4M +$1.72M +54,324 +18%
MA
306
MBA Advisors
Pennsylvania
$11.4M +$639K +20,128 +6%
BIA
307
Biondo Investment Advisors
Pennsylvania
$11.4M +$11.4M +358,450 New
SFA
308
Sequoia Financial Advisors
Ohio
$11.3M -$844K -26,604 -7%
BAM
309
Belpointe Asset Management
Nevada
$11.2M +$2.04M +64,408 +22%
IAS
310
IMA Advisory Services
Colorado
$11.1M +$3.29M +103,677 +42%
LIM
311
Leavell Investment Management
Alabama
$11.1M +$202K +6,352 +2%
MAG
312
Mayfair Advisory Group
Alabama
$11.1M +$300K +9,462 +3%
IA
313
IFG Advisory
Georgia
$11M +$10.9M +343,866 +14,448%
MCA
314
MSH Capital Advisors
Arizona
$10.9M +$587K +18,518 +6%
VERPA
315
Virginia Estate & Retirement Planning Advisors
Virginia
$10.9M +$10.9M +343,581 New
KA
316
Kure Advisory
Minnesota
$10.9M +$987K +31,103 +10%
RF
317
Robbins Farley
New Hampshire
$10.9M +$1.57M +49,593 +17%
PAYA
318
Phil A. Younker & Associates
Alaska
$10.9M +$2.16M +68,115 +25%
CFG
319
Citizens Financial Group
Rhode Island
$10.8M +$1.05M +33,103 +11%
CAM
320
Cozad Asset Management
Illinois
$10.8M -$232K -7,310 -2%
MSA
321
McAlister Sweet & Associates
Texas
$10.8M +$215K +6,768 +2%
VCP
322
Verus Capital Partners
Arizona
$10.7M +$433K +13,638 +4%
MF
323
Meridian Financial
Massachusetts
$10.7M -$102K -3,229 -1%
AUB
324
Atlantic Union Bankshares
Virginia
$10.6M +$462K +14,564 +5%
FWA
325
Fidelis Wealth Advisors
Colorado
$10.6M -$3.4M -107,251 -24%