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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCA
351
Magnolia Capital Advisors
Mississippi
$6.33M +$6.2M +251,343 New
William Blair & Company
352
William Blair & Company
Illinois
$6.21M +$538K +21,813 +10%
RF
353
Robbins Farley
New Hampshire
$6.19M -$2.71M -109,983 -31%
OHWP
354
Oak Harbor Wealth Partners
North Carolina
$6.18M +$231K +9,345 +4%
AC
355
Avant Capital
Louisiana
$6.16M -$145K -5,886 -2%
PWA
356
Providence Wealth Advisors
Illinois
$6.16M +$159K +6,438 +3%
GB
357
Goepper Burkhardt
South Carolina
$6.15M +$1.83M +74,319 +44%
IFG
358
Independent Financial Group
California
$6.13M +$272K +11,019 +5%
VFIC
359
Valley Forge Investment Consultants
Pennsylvania
$6.13M +$950K +38,505 +19%
PVAMC
360
PPS&V Asset Management Consultants
Michigan
$6.13M +$6.01M +243,360 New
UWM
361
USAdvisors Wealth Management
Minnesota
$6.05M +$207K +8,373 +4%
AWM
362
Apollon Wealth Management
South Carolina
$6.05M +$2.37M +95,943 +66%
CFGS
363
Concourse Financial Group Securities
Alabama
$6.02M +$856K +34,662 +17%
TA
364
TruWealth Advisors
Louisiana
$6.01M +$1.49M +60,537 +34%
CFMC
365
Curbstone Financial Management Corp
New Hampshire
$5.97M +$297K +12,030 +5%
AOWM
366
Alpha Omega Wealth Management
Virginia
$5.97M -$192K -7,776 -3%
TYCC
367
Texas Yale Capital Corp
Florida
$5.94M +$229K +9,273 +4%
SFWA
368
Summit Financial Wealth Advisors
Louisiana
$5.92M +$1.03M +41,868 +22%
MA
369
MBA Advisors
Pennsylvania
$5.89M +$357K +14,463 +7%
BIP
370
Blueprint Investment Partners
North Carolina
$5.88M
PFO
371
Pathstone Family Office
New Jersey
$5.85M +$32.7K +1,326 +0.3%
PTP
372
Platform Technology Partners
New York
$5.81M -$276K -11,184 -5%
AUB
373
Atlantic Union Bankshares
Virginia
$5.8M +$796K +32,259 +16%
CWA
374
Canvas Wealth Advisors
Kansas
$5.76M +$489K +19,827 +10%
Brown Advisory
375
Brown Advisory
Maryland
$5.76M +$136K +5,520 +2%