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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
301
Concurrent Investment Advisors
Florida
$10.7M -$1.83M -60,208 -15%
CAM
302
Cozad Asset Management
Illinois
$10.6M -$637K -21,010 -6%
LIM
303
Leavell Investment Management
Alabama
$10.5M +$17K +562 +0.2%
KWA
304
Kellett Wealth Advisors
Ohio
$10.5M +$2.75M +90,684 +36%
AssetMark Inc
305
AssetMark Inc
California
$10.4M -$1.57M -51,624 -13%
CFG
306
Certior Financial Group
Pennsylvania
$10.4M +$702K +23,149 +7%
MF
307
Meridian Financial
Massachusetts
$10.4M -$293K -9,675 -3%
MA
308
MBA Advisors
Pennsylvania
$10.4M +$403K +13,281 +4%
JFG
309
Juno Financial Group
Virginia
$10.2M +$311K +10,242 +3%
SCP
310
Stevens Capital Partners
Nebraska
$10.2M +$585K +19,288 +6%
SPW
311
Surience Private Wealth
Washington
$10.2M -$2.92M -96,371 -22%
MSA
312
McAlister Sweet & Associates
Texas
$10.2M +$9.32M +307,186 +1,225%
HAS
313
HBW Advisory Services
California
$10.2M +$118K +3,902 +1%
FF
314
Friday Financial
Iowa
$10.2M +$177K +5,835 +2%
YWM
315
Yukon Wealth Management
Kansas
$10M -$409K -13,475 -4%
FFWA
316
FRG Family Wealth Advisors
Washington
$9.98M -$268K -8,832 -3%
JWWM
317
Johnson & White Wealth Management
Pennsylvania
$9.98M +$322K +10,612 +3%
MCA
318
MSH Capital Advisors
Arizona
$9.97M +$379K +12,509 +4%
JGCM
319
Joseph Group Capital Management
Ohio
$9.94M -$809K -26,683 -8%
MAG
320
Mayfair Advisory Group
Alabama
$9.91M -$35.9K -1,185 -0.4%
VCP
321
Verus Capital Partners
Arizona
$9.91M +$48.1K +1,586 +0.5%
AUB
322
Atlantic Union Bankshares
Virginia
$9.86M -$32.4K -1,067 -0.3%
CSP
323
Cary Street Partners
Virginia
$9.83M -$185K -6,110 -2%
PUI
324
Purpose Unlimited Inc
$9.83M +$8.86K +292 +0.1%
MWM
325
Moran Wealth Management
Florida
$9.65M +$3.11M +102,610 +48%