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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RA
201
RFG Advisory
Alabama
$15.6M +$869K +33,369 +6%
MTC
202
Matrix Trust Company
Colorado
$15.4M -$1.27M -48,795 -8%
LWL
203
Leo Wealth LLC
Texas
$15.4M +$3.15M +120,954 +25%
PCG
204
Prosperity Consulting Group
Maryland
$15.3M -$507K -19,479 -3%
PRI
205
Prepared Retirement Institute
Pennsylvania
$15.3M +$905K +34,776 +6%
KC
206
Kades & Cheifetz
Pennsylvania
$15.2M -$156K -5,997 -1%
NFG
207
Northeast Financial Group
Pennsylvania
$15.1M +$92.2K +3,543 +0.6%
PAG
208
Powers Advisory Group
Illinois
$15.1M +$1.01M +38,691 +7%
KPWS
209
Kestra Private Wealth Services
Texas
$15M +$1.59M +61,080 +12%
SA
210
Skyline Advisors
Washington
$15M +$212K +8,139 +1%
MCB
211
Morton Community Bank
Illinois
$14.8M +$466K +17,901 +3%
JF
212
Joule Financial
Kentucky
$14.8M +$506K +19,443 +4%
HAIM
213
Hunter Associates Investment Management
Pennsylvania
$14.8M +$3.29M +126,522 +28%
CKAIS
214
Christensen King & Associates Investment Services
Washington
$14.7M -$487K -18,720 -3%
IA
215
IFP Advisors
Florida
$14.6M +$1.64M +62,958 +13%
DI
216
DAGCO Inc
Ohio
$14.5M +$278K +10,671 +2%
MA
217
Mutual Advisors
Nebraska
$14.5M -$1.29M -49,575 -9%
IIC
218
Integrated Investment Consultants
Michigan
$14.5M
CAM
219
Cozad Asset Management
Illinois
$14.4M +$114K +4,371 +0.8%
WFS
220
Weitzel Financial Services
Iowa
$14.3M +$300K +11,520 +2%
FNC
221
First National Corp
Massachusetts
$14.1M +$592K +22,734 +4%
SVWAG
222
Sound View Wealth Advisors Group
Georgia
$14.1M -$1.55M -59,568 -10%
CIBC Private Wealth Group
223
CIBC Private Wealth Group
Georgia
$14M +$106K +4,056 +0.8%
LIM
224
Leavell Investment Management
Alabama
$13.8M -$994K -38,190 -7%
LFP
225
Lakeshore Financial Planning
Michigan
$13.6M -$1.36M -52,263 -9%