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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSSFA
501
Baron Silver Stevens Financial Advisors
Florida
$5.43M +$247K +8,846 +5%
IA
502
Insight Advisors
Pennsylvania
$5.43M +$729K +26,143 +16%
SIS
503
Strategic Investment Solutions
Illinois
$5.41M -$2.16M -77,450 -29%
JBW
504
Journey Beyond Wealth
Georgia
$5.4M +$277K +9,943 +5%
MWM
505
Modern Wealth Management
Kansas
$5.4M -$10.7M -382,991 -66%
GAG
506
GM Advisory Group
New York
$5.38M +$368K +13,217 +7%
OAM
507
Oppenheimer Asset Management
New York
$5.37M +$332K +11,926 +7%
PFPT
508
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.36M -$395K -14,175 -7%
PWM
509
Perigon Wealth Management
California
$5.32M +$97.3K +3,489 +2%
EWA
510
EP Wealth Advisors
California
$5.29M -$196K -7,044 -4%
RW
511
RVW Wealth
California
$5.27M -$13M -467,273 -71%
PCA
512
Pallas Capital Advisors
Massachusetts
$5.22M -$64.6K -2,317 -1%
UBG
513
United Bank (Georgia)
Georgia
$5.21M +$65K +2,333 +1%
AFG
514
Atomi Financial Group
New York
$5.2M +$456K +16,362 +10%
Comerica Bank
515
Comerica Bank
Texas
$5.2M -$2.7K -97 -0.1%
APC
516
Asset Planning Corporation
Tennessee
$5.14M -$241K -8,635 -4%
AA
517
Auxano Advisors
Washington
$5.11M -$18.2K -654 -0.4%
CWMK
518
Caliber Wealth Management (Kansas)
Kansas
$5.11M +$5.09M +182,642 New
KWA
519
Kellett Wealth Advisors
Ohio
$5.1M +$150K +5,366 +3%
NL
520
NWAM LLC
Washington
$5.07M -$1.18M -42,509 -19%
PAYA
521
Phil A. Younker & Associates
Alaska
$5.03M -$15.9K -570 -0.3%
CIBC Private Wealth Group
522
CIBC Private Wealth Group
Georgia
$5.03M +$27.2K +974 +0.5%
SMFG
523
Sumitomo Mitsui Financial Group
Japan
$5.02M +$467K +16,735 +10%
FCA
524
FLC Capital Advisors
California
$5.02M -$211K -7,555 -4%
MWM
525
MBE Wealth Management
Wisconsin
$5M +$3.7M +132,743 +287%