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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
151
Souders Financial Advisors
Ohio
$20.2M +$1.32M +53,748 +7%
PFO
152
Pathstone Family Office
New Jersey
$20.1M +$16.1M +657,798 +342%
PD
153
Planning Directions
Pennsylvania
$19.8M +$1.87M +76,029 +10%
WMR
154
Wealth Management Resources
Rhode Island
$19.6M +$1.41M +57,315 +7%
VFP
155
Verus Financial Partners
Virginia
$19.5M +$7.43M +302,799 +57%
RW
156
Regimen Wealth
Georgia
$19.5M +$1.13M +46,113 +6%
Mercer Global Advisors
157
Mercer Global Advisors
Colorado
$19.2M -$1.38M -56,046 -6%
ECML
158
Eagle Capital Management (Louisiana)
Louisiana
$19.1M +$78.8K +3,213 +0.4%
HF
159
Halpern Financial
Virginia
$19M +$1.46M +59,340 +8%
AFA
160
AllGen Financial Advisors
Florida
$18.9M -$154K -6,291 -0.8%
IPW
161
Intergy Private Wealth
Colorado
$18.7M +$856K +34,887 +5%
FWM
162
ForthRight Wealth Management
Georgia
$18.7M +$374K +15,249 +2%
TIA
163
Traphagen Investment Advisors
New Jersey
$18.7M +$1.41M +57,510 +8%
MIA
164
Milestone Investment Advisors
Wisconsin
$18.6M -$4.03M -164,295 -17%
CA
165
Capital Advantage
California
$18.5M -$359K -14,634 -2%
CWC
166
Carolinas Wealth Consulting
North Carolina
$18.5M -$2.44M -99,612 -11%
PAS
167
Park Avenue Securities
New York
$18.4M -$695K -28,335 -4%
RIA
168
Regal Investment Advisors
Michigan
$18.3M -$1.22M -49,551 -6%
HI
169
Harbour Investments
Wisconsin
$18M +$767K +31,272 +4%
FA
170
FDx Advisors
Illinois
$18M +$142K +5,802 +0.8%
CAC
171
Certified Advisory Corp
Florida
$17.9M +$1.18M +47,976 +7%
IIC
172
Integrated Investment Consultants
Michigan
$17.9M +$538K +21,936 +3%
WIC
173
Whitegate Investment Counselors
New Hampshire
$17.4M +$378K +15,423 +2%
SPIA
174
Steward Partners Investment Advisory
New York
$17.3M +$334K +13,602 +2%
FGG
175
Financial Guidance Group
Florida
$17.2M -$403K -16,434 -2%