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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
401
HRC Wealth Management
Idaho
$7.05M +$78.6K +2,765 +1%
SWP
402
Strategic Wealth Partners
Ohio
$7.04M -$59.4K -2,089 -0.8%
DCM
403
Donaldson Capital Management
Indiana
$7.04M +$264K +9,297 +4%
HSA
404
HBK Sorce Advisory
Pennsylvania
$7.04M +$614K +21,601 +9%
UWM
405
USAdvisors Wealth Management
Minnesota
$7.03M -$115K -4,058 -2%
JWWM
406
Johnson & White Wealth Management
Pennsylvania
$6.98M +$7.28M +256,072 New
Northern Trust
407
Northern Trust
Illinois
$6.92M +$985K +34,659 +16%
GFP
408
Guardian Financial Partners
California
$6.88M +$498K +17,517 +7%
MIA
409
Milestone Investment Advisors
Wisconsin
$6.88M +$36.8K +1,296 +0.5%
CA
410
Clearstead Advisors
Ohio
$6.87M -$37.2K -1,307 -0.5%
PSCM
411
Per Stirling Capital Management
Texas
$6.83M -$537K -18,882 -7%
SIM
412
Synergy Investment Management
Florida
$6.81M +$7.09M +249,318 New
BAM
413
Belpointe Asset Management
Nevada
$6.78M -$1.68M -59,166 -28%
OPPS
414
Obsidian Personal Planning Solutions
Maryland
$6.78M -$12.8M -451,220 -65%
EP
415
Essential Planning
New Hampshire
$6.76M +$5.97M +210,058 New
CA
416
Continuum Advisory
Idaho
$6.76M -$13.5M -475,046 -66%
FIC
417
Family Investment Center
Missouri
$6.63M +$29.1K +1,025 +0.4%
CA
418
CapWealth Advisors
Tennessee
$6.62M +$133K +4,688 +2%
CIC
419
Carnegie Investment Counsel
Ohio
$6.57M +$95.3K +3,351 +1%
HA
420
HC Advisors
Georgia
$6.56M +$156K +5,497 +2%
BMCM
421
Burns Matteson Capital Management
New York
$6.55M -$90.2K -3,174 -1%
MCA
422
MSH Capital Advisors
Arizona
$6.55M +$565K +19,886 +9%
VWA
423
Visionary Wealth Advisors
Illinois
$6.54M +$183K +6,434 +3%
AAP
424
Arax Advisory Partners
Colorado
$6.53M +$1.25M +43,907 +23%
OPA
425
Old Port Advisors
Maine
$6.52M +$169K +5,961 +3%