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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
201
TrinityPoint Wealth
Connecticut
$10.2M +$478K +19,656 +4%
CWP
202
Concord Wealth Partners
Virginia
$10.1M +$1.91M +78,423 +21%
RIA
203
Regal Investment Advisors
Michigan
$10.1M +$310K +12,771 +3%
AF
204
Allworth Financial
California
$9.86M -$1.47M -60,471 -12%
FC
205
Financial Consulate
Maryland
$9.85M +$10.8M +444,831 New
PSIWM
206
Paradigm Strategies in Wealth Management
Minnesota
$9.83M +$780K +32,085 +8%
IAS
207
Investment Advisory Services
Texas
$9.82M +$3.13M +128,760 +41%
LHEI
208
Leo H. Evart Inc
California
$9.76M -$27.4K -1,128 -0.3%
B
209
Bensler
Washington
$9.66M +$159K +6,564 +2%
BWM
210
BCS Wealth Management
Tennessee
$9.64M -$89K -3,663 -0.8%
SF
211
Schaeffer Financial
Maryland
$9.53M +$605K +24,921 +6%
MFG
212
MTM Financial Group
Pennsylvania
$9.48M -$444K -18,267 -4%
WLPWM
213
Walled Lake Planning & Wealth Management
Illinois
$9.37M +$254K +10,473 +3%
Jane Street
214
Jane Street
New York
$9.22M +$10.1M +416,334 New
CAG
215
Compass Advisory Group
New York
$9.21M +$268K +11,016 +3%
FMC
216
First Merchants Corp
Indiana
$9.01M +$2.27M +93,639 +30%
CNWM
217
Clay Northam Wealth Management
California
$8.96M +$230K +9,468 +2%
CMP
218
Courage Miller Partners
Virginia
$8.87M -$229K -9,423 -2%
PAI
219
Pittenger & Anderson Inc
Nebraska
$8.81M +$944K +38,853 +11%
WAG
220
Winthrop Advisory Group
Massachusetts
$8.79M -$196K -8,076 -2%
GFPC
221
Global Financial Private Client
Florida
$8.69M +$682K +28,053 +8%
AF
222
Apexium Financial
Texas
$8.62M +$6.51M +268,158 +222%
PFO
223
Pathstone Family Office
New Jersey
$8.62M +$6.18M +254,502 +195%
YIA
224
YHB Investment Advisors
Connecticut
$8.55M +$668K +27,480 +8%
OPS
225
Orion Portfolio Solutions
Nebraska
$8.55M +$1.18M +48,687 +14%