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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
151
Great Valley Advisor Group
Delaware
$25.4M +$1.56M +55,964 +7%
VFP
152
Verus Financial Partners
Virginia
$25.2M +$569K +20,411 +2%
WMWM
153
Whitaker-Myers Wealth Managers
Ohio
$25.1M +$2.34M +84,078 +10%
AF
154
Advisornet Financial
Minnesota
$24.8M +$2.91M +104,544 +13%
Corient Private Wealth
155
Corient Private Wealth
Florida
$24.8M -$3.34M -119,695 -12%
SPC
156
Sigma Planning Corp
Michigan
$24.7M -$688K -24,697 -3%
MAM
157
McCarthy Asset Management
California
$24.7M -$87K -3,120 -0.4%
NDSI
158
Newman Dignan & Sheerar Inc
Rhode Island
$24.6M +$2.03M +72,673 +9%
WMR
159
Wealth Management Resources
Rhode Island
$24.4M +$196K +7,019 +0.8%
ECML
160
Eagle Capital Management (Louisiana)
Louisiana
$24.2M +$62.3K +2,234 +0.3%
TPCW
161
TD Private Client Wealth
New York
$23.9M +$1.03M +37,014 +5%
KMWM
162
Keudell/Morrison Wealth Management
Oregon
$23.9M +$1.43M +51,286 +6%
CA
163
Capital Advantage
California
$22.9M – – –
LWM
164
LongView Wealth Management
Georgia
$22.8M +$1.34M +48,108 +6%
Bank of New York Mellon
165
Bank of New York Mellon
New York
$22.8M +$2.16M +77,461 +10%
EI
166
eCIO Inc
Wisconsin
$22.8M +$22.7M +814,757 New
CAM
167
Creekmur Asset Management
Illinois
$22.7M -$2.48M -89,093 -10%
JFA
168
JNBA Financial Advisors
Minnesota
$22.5M -$1.12M -40,232 -5%
SA
169
Sanctuary Advisors
Indiana
$22.5M -$3.38M -121,147 -13%
RA
170
RFG Advisory
Alabama
$22.3M +$1.34M +48,155 +6%
CWC
171
Carolinas Wealth Consulting
North Carolina
$22M -$68.5K -2,458 -0.3%
IA
172
IFP Advisors
Florida
$21.9M +$862K +30,935 +4%
TWM
173
Tradition Wealth Management
Minnesota
$21.8M +$570K +20,459 +3%
FC
174
Financial Consulate
Maryland
$21.8M +$67.9K +2,436 +0.3%
DWM
175
Dakota Wealth Management
Florida
$21.6M -$1.19M -42,829 -5%