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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
626
Mattern Wealth Management
Kansas
$4.22M +$4.22M +133,048 New
US Bancorp
627
US Bancorp
Minnesota
$4.21M -$131K -4,130 -3%
PIA
628
Panoramic Investment Advisors
Colorado
$4.2M -$2.19K -69 -0.1%
CL
629
CPWA LLC
Oregon
$4.14M +$64.3K +2,028 +2%
SIA
630
Soltis Investment Advisors
Utah
$4.14M -$363K -11,440 -8%
CWMK
631
Caliber Wealth Management (Kansas)
Kansas
$4.14M -$106K -3,339 -2%
GWM
632
Geneos Wealth Management
Colorado
$4.12M +$719K +22,649 +21%
WIM
633
Warwick Investment Management
Texas
$4.12M -$193K -6,088 -4%
BW
634
BXM Wealth
Colorado
$4.11M +$190 +6 +0%
UAG
635
United Advisor Group
Ohio
$4.11M +$274K +8,648 +7%
BWA
636
Beam Wealth Advisors
Louisiana
$4.08M +$506K +15,939 +14%
NW
637
NewEdge Wealth
Pennsylvania
$4.07M -$205K -6,466 -5%
HL
638
HeadInvest LLC
Maine
$4.06M +$695K +21,902 +21%
CCM
639
Coldstream Capital Management
Washington
$4.06M +$203K +6,397 +5%
OFS
640
OneAscent Financial Services
Alabama
$4.06M +$341K +10,742 +9%
GSIAS
641
Garden State Investment Advisory Services
New Jersey
$4.06M +$76.3K +2,406 +2%
SL
642
SFM LLC
New Hampshire
$4.05M -$463K -14,581 -10%
CA
643
Cambridge Advisors
Nebraska
$4.05M -$80.3K -2,530 -2%
MWM
644
Maridea Wealth Management
New York
$4.04M +$215K +6,790 +6%
MCM
645
Mengis Capital Management
Oregon
$4.02M +$29.3K +924 +0.7%
DWML
646
Decker Wealth Management LLC
Tennessee
$4M +$19K +600 +0.5%
TCG
647
Transcendent Capital Group
Oklahoma
$3.99M -$14.1K -446 -0.4%
FD
648
Financial Designs
California
$3.99M +$164K +5,175 +4%
AC
649
AlphaCore Capital
California
$3.97M +$65.6K +2,067 +2%
WA
650
WBH Advisory
Maryland
$3.97M +$141K +4,445 +4%