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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFP
551
OLIO Financial Planning
Virginia
$3.93M
TW
552
Transform Wealth
Colorado
$3.92M -$156K -5,724 -4%
PAG
553
Paladin Advisory Group
Iowa
$3.9M -$362K -13,305 -9%
AIM
554
AHL Investment Management
Florida
$3.82M +$6.29K +231 +0.2%
M&T Bank
555
M&T Bank
New York
$3.8M +$9.81K +360 +0.3%
BRWA
556
B. Riley Wealth Advisors
Florida
$3.78M -$89.9K -3,300 -2%
SC
557
Savoie Capital
Illinois
$3.77M
WA
558
WBH Advisory
Maryland
$3.77M +$186K +6,837 +5%
AWE
559
Avidian Wealth Enterprises
Texas
$3.75M +$20.6K +756 +0.6%
WS
560
Wedbush Securities
California
$3.75M +$45.8K +1,680 +1%
CFSG
561
Clark Financial Services Group
Missouri
$3.74M +$3.62M +132,813 New
LA
562
Lynch & Associates
Indiana
$3.69M +$491K +18,039 +16%
GCA
563
Gradient Capital Advisors
California
$3.66M +$126K +4,611 +4%
RSWM
564
Robertson Stephens Wealth Management
California
$3.65M +$86.6K +3,180 +3%
CFGSD
565
Compass Financial Group (South Dakota)
South Dakota
$3.62M +$290K +10,656 +9%
SQA
566
Simon Quick Advisors
New Jersey
$3.61M -$324K -11,892 -8%
WLIM
567
White Lighthouse Investment Management
Massachusetts
$3.61M +$40.4K +1,482 +1%
SF
568
Synovus Financial
Georgia
$3.59M +$2.07M +76,140 +148%
WFAG
569
Worth Financial Advisory Group
North Carolina
$3.57M +$33.2K +1,218 +1%
CB
570
Commerce Bank
Missouri
$3.56M +$167K +6,132 +5%
OCM
571
Orion Capital Management
California
$3.55M +$350K +12,858 +11%
SIA
572
Soltis Investment Advisors
Utah
$3.54M -$3.8M -139,461 -53%
RBFC
573
Roman Butler Fullerton & Co
Missouri
$3.52M +$6.91M +253,599 +218%
LA
574
LPF Advisors
Florida
$3.52M +$54.3K +1,992 +2%
FIA
575
Foundations Investment Advisors
Arizona
$3.5M -$119K -4,359 -3%