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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
776
Patriot Financial Group Insurance Agency
Massachusetts
$1.99M +$68.2K +2,500 +4%
MWM
777
MFG Wealth Management
Indiana
$1.99M +$1.99M +72,768 New
ACM
778
Alpha Capital Management
Texas
$1.98M -$155K -5,696 -7%
RFN
779
RDA Financial Network
Iowa
$1.97M -$8.19K -300 -0.4%
CAMV
780
Concord Asset Management (Virginia)
Virginia
$1.97M -$1.62M -59,347 -45%
Empower Advisory Group
781
Empower Advisory Group
Colorado
$1.97M +$179K +6,557 +10%
PFA
782
Petra Financial Advisors
Colorado
$1.96M -$180K -6,588 -8%
CPP
783
Capasso Planning Partners
South Carolina
$1.95M -$365K -13,383 -16%
TAFW
784
Tred Avon Family Wealth
Maryland
$1.94M +$1.94M +71,198 New
EA
785
Enclave Advisors
Texas
$1.94M -$474K -17,378 -20%
FA
786
Fiducient Advisors
Illinois
$1.94M +$48.3K +1,769 +3%
RFP
787
Root Financial Partners
California
$1.94M +$591K +21,651 +44%
GWMR
788
GC Wealth Management RIA
Massachusetts
$1.94M +$1.59M +58,142 +451%
OFS
789
OneAscent Financial Services
Alabama
$1.93M +$275K +10,071 +17%
CSF
790
Capital Squared Financial
Maryland
$1.93M +$493K +18,078 +34%
PFS
791
Prospect Financial Services
New York
$1.93M -$26.5K -970 -1%
CCM
792
Coldstream Capital Management
Washington
$1.92M +$382 +14 +0%
NGA
793
Naples Global Advisors
Florida
$1.91M -$44K -1,614 -2%
UAG
794
United Advisor Group
Ohio
$1.91M +$123K +4,499 +7%
IIC
795
Ironwood Investment Counsel
Arizona
$1.9M +$890K +32,629 +88%
Financial Engines Advisors
796
Financial Engines Advisors
California
$1.9M +$425K +15,576 +29%
BWM
797
Bernard Wealth Management
Michigan
$1.9M -$7.65M -280,328 -80%
V
798
ViaWealth
Kansas
$1.89M -$370K -13,561 -16%
BFPW
799
BOK Financial Private Wealth
Colorado
$1.89M -$116K -4,266 -6%
JFG
800
JMG Financial Group
Illinois
$1.89M +$797K +29,227 +73%