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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WG
851
Wellington Group
Indiana
$1.72M +$1.7M +62,663 New
WFG
852
Wills Financial Group
Virginia
$1.71M -$80.1K -2,947 -5%
IA
853
Inspire Advisors
Idaho
$1.69M +$311K +11,449 +23%
TIA
854
Traphagen Investment Advisors
New Jersey
$1.69M +$602K +22,130 +56%
Natixis Advisors
855
Natixis Advisors
Massachusetts
$1.69M +$240K +8,811 +17%
PA
856
Planning Alternatives
Michigan
$1.69M -$26.6K -978 -2%
EFG
857
Embree Financial Group
Illinois
$1.69M -$1.06K -39 -0.1%
SLWA
858
San Luis Wealth Advisors
California
$1.68M +$243K +8,936 +17%
BWM
859
BCGM Wealth Management
Indiana
$1.68M -$204K -7,513 -11%
SCA
860
Snowden Capital Advisors
New York
$1.68M -$14.1M -516,874 -89%
DIA
861
Dean Investment Associates
Ohio
$1.67M +$1.65M +60,768 New
MPCL
862
My Personal CFO LLC
Washington
$1.66M +$1.65M +60,581 New
APIM
863
Agate Pass Investment Management
Washington
$1.66M -$74.1K -2,725 -4%
WWC
864
Waypoint Wealth Counsel
Georgia
$1.66M -$378K -13,896 -19%
TFA
865
Teamwork Financial Advisors
Texas
$1.66M -$154K -5,648 -9%
PA
866
Probity Advisors
Texas
$1.65M +$71.5K +2,631 +5%
OFS
867
Opus Financial Solutions
Illinois
$1.65M +$1.64M +60,179 New
MFG
868
MidWestOne Financial Group
Iowa
$1.64M +$101K +3,728 +7%
FWP
869
Forefront Wealth Partners
Texas
$1.64M -$128K -4,712 -7%
RFP
870
Root Financial Partners
California
$1.63M -$311K -11,454 -16%
TWM
871
Triton Wealth Management
Arizona
$1.63M +$552K +20,295 +61%
OFS
872
OneAscent Financial Services
Alabama
$1.62M -$320K -11,779 -17%
EWA
873
Elevate Wealth Advisory
Georgia
$1.6M -$154K -5,659 -9%
ADL
874
Asset Dedication LLC
California
$1.59M -$16.7K -613 -1%
CFP
875
Comprehensive Financial Planning
Pennsylvania
$1.59M -$126K -4,617 -7%