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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
401
Meridian Wealth Management
Kentucky
$7.09M +$143K +5,029 +2%
MFA
402
Mayflower Financial Advisors
Massachusetts
$7.05M +$933K +32,821 +15%
HWM
403
HRC Wealth Management
Idaho
$7.05M +$78.6K +2,765 +1%
SWP
404
Strategic Wealth Partners
Ohio
$7.04M -$59.4K -2,089 -0.8%
DCM
405
Donaldson Capital Management
Indiana
$7.04M +$264K +9,297 +4%
HSA
406
HBK Sorce Advisory
Pennsylvania
$7.04M +$614K +21,601 +9%
UWM
407
USAdvisors Wealth Management
Minnesota
$7.03M -$115K -4,058 -2%
JWWM
408
Johnson & White Wealth Management
Pennsylvania
$6.98M +$7.28M +256,072 New
Northern Trust
409
Northern Trust
Illinois
$6.92M +$985K +34,659 +16%
GFP
410
Guardian Financial Partners
California
$6.88M +$498K +17,517 +7%
MIA
411
Milestone Investment Advisors
Wisconsin
$6.88M +$36.8K +1,296 +0.5%
CA
412
Clearstead Advisors
Ohio
$6.87M -$37.2K -1,307 -0.5%
PSCM
413
Per Stirling Capital Management
Texas
$6.83M -$537K -18,882 -7%
SIM
414
Synergy Investment Management
Florida
$6.81M +$7.09M +249,318 New
BAM
415
Belpointe Asset Management
Nevada
$6.78M -$1.68M -59,166 -28%
OPPS
416
Obsidian Personal Planning Solutions
Maryland
$6.78M -$12.8M -451,220 -65%
EP
417
Essential Planning
New Hampshire
$6.76M +$5.97M +210,058 New
CA
418
Continuum Advisory
Idaho
$6.76M -$13.5M -475,046 -66%
FIC
419
Family Investment Center
Missouri
$6.63M +$29.1K +1,025 +0.4%
CA
420
CapWealth Advisors
Tennessee
$6.62M +$133K +4,688 +2%
CIC
421
Carnegie Investment Counsel
Ohio
$6.57M +$95.3K +3,351 +1%
HA
422
HC Advisors
Georgia
$6.56M +$156K +5,497 +2%
BMCM
423
Burns Matteson Capital Management
New York
$6.55M -$90.2K -3,174 -1%
MCA
424
MSH Capital Advisors
Arizona
$6.55M +$565K +19,886 +9%
VWA
425
Visionary Wealth Advisors
Illinois
$6.54M +$183K +6,434 +3%