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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
551
Pathway Financial Advisers
Indiana
$4.16M +$159K +6,092 +4%
OAM
552
Oppenheimer Asset Management
New York
$4.15M -$932K -35,681 -19%
RFA
553
Rollins Financial Advisors
New York
$4.14M -$149K -5,724 -4%
LA
554
Lynch & Associates
Indiana
$4.12M +$134K +5,129 +3%
OFP
555
OLIO Financial Planning
Virginia
$4.1M -$385K -14,729 -9%
HIW
556
Holos Integrated Wealth
Pennsylvania
$4.09M +$9.92K +380 +0.3%
WIP
557
WealthCare Investment Partners
Rhode Island
$4.05M -$198K -7,598 -5%
KFSN
558
Keystone Financial Services (Nebraska)
Nebraska
$4.03M -$194K -7,436 -5%
MWM
559
MOKAN Wealth Management
Kansas
$4M +$182K +6,985 +5%
IF
560
Intrua Financial
Texas
$3.99M -$12.6K -483 -0.3%
BL
561
BFSG LLC
California
$3.96M +$251K +9,608 +7%
FTS
562
Fifth Third Securities
Ohio
$3.94M -$175K -6,696 -4%
MWM
563
Maridea Wealth Management
New York
$3.92M +$2.91M +111,542 +306%
SA
564
Sovran Advisors
California
$3.91M +$323K +12,375 +9%
BIM
565
Breakwater Investment Management
Washington
$3.9M -$177K -6,775 -4%
ANTB
566
AMG National Trust Bank
Colorado
$3.88M +$9.51K +364 +0.2%
PAG
567
Paladin Advisory Group
Iowa
$3.87M +$81K +3,100 +2%
AWP
568
Axis Wealth Partners
Rhode Island
$3.86M +$84.7K +3,242 +2%
CNB
569
Camden National Bank
Maine
$3.84M +$165K +6,321 +5%
DRP
570
Decker Retirement Planning
Utah
$3.84M +$3.75M +143,586 +11,779%
GLA
571
Good Life Advisors
Pennsylvania
$3.82M +$116K +4,430 +3%
FIA
572
Foundations Investment Advisors
Arizona
$3.82M -$13M -499,120 -78%
VCWM
573
Vista Cima Wealth Management
Arizona
$3.81M +$166K +6,357 +5%
GCA
574
Genesee Capital Advisors
New York
$3.8M +$28.3K +1,083 +0.8%
SMWM
575
Silvia McColl Wealth Management
California
$3.8M -$14.5M -554,246 -79%