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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
326
Boulder Wealth Advisors
Colorado
$7.16M +$7.02M +284,406 New
CW
327
CreativeOne Wealth
Kansas
$7.15M +$761K +30,837 +12%
MF
328
Meridian Financial
Massachusetts
$7.12M +$111K +4,515 +2%
APC
329
Asset Planning Corporation
Tennessee
$7.1M +$465K +18,834 +7%
CP
330
Capital Planning
Washington
$7.06M +$6.93M +280,575 New
BIA
331
Bell Investment Advisors
California
$7.04M +$1.52M +61,728 +28%
VCP
332
Verus Capital Partners
Arizona
$7.04M +$329K +13,338 +5%
MS
333
Madden Securities
Texas
$7.02M +$4.09M +165,693 +147%
BWM
334
Benchmark Wealth Management
Connecticut
$6.91M +$1.52M +61,626 +29%
CFG
335
Cooper Financial Group
California
$6.85M +$657K +26,631 +11%
ZIMP
336
Zimmermann Investment Management & Planning
Pennsylvania
$6.82M +$350K +14,172 +6%
MWM
337
Meridian Wealth Management
Kentucky
$6.77M +$1.41M +57,234 +27%
CSPIA
338
Cary Street Partners Investment Advisory
Virginia
$6.7M -$36.5K -1,479 -0.6%
BMCM
339
Burns Matteson Capital Management
New York
$6.64M -$420K -17,028 -6%
WIM
340
WealthPlan Investment Management
Nebraska
$6.62M +$103K +4,158 +2%
SJIM
341
St. Johns Investment Management
Florida
$6.62M +$853K +34,554 +15%
PWS
342
Precision Wealth Strategies
Missouri
$6.61M +$406K +16,446 +7%
WP
343
WealthPLAN Partners
Nebraska
$6.58M +$6.32M +256,050 New
M&T Bank
344
M&T Bank
New York
$6.57M +$5.98M +242,190 +1,295%
AWA
345
Arkadios Wealth Advisors
Georgia
$6.55M +$107K +4,335 +2%
MAG
346
Mayfair Advisory Group
Alabama
$6.53M -$24.1K -975 -0.4%
LWM
347
Ledge Wealth Management
Minnesota
$6.46M +$1.21M +49,098 +24%
LGA
348
Lebenthal Global Advisors
New York
$6.42M +$2.5M +101,322 +66%
Two Sigma Investments
349
Two Sigma Investments
New York
$6.42M -$17.4M -706,200 -73%
MCA
350
Magnolia Capital Advisors
Mississippi
$6.33M +$6.2M +251,343 New