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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HAIM
201
Hunter Associates Investment Management
Pennsylvania
$16M -$2.11M -77,349 -12%
SCA
202
Snowden Capital Advisors
New York
$15.8M +$353K +12,944 +2%
IIC
203
Integrated Investment Consultants
Michigan
$15.3M -$368K -13,481 -2%
MCB
204
Morton Community Bank
Illinois
$15.3M -$517K -18,934 -3%
KJWM
205
Kiley Juergens Wealth Management
Washington
$15.2M -$122K -4,480 -0.8%
HCWM
206
Hidden Cove Wealth Management
Washington
$15M -$2.19M -80,272 -13%
SC
207
Scotia Capital
Ontario, Canada
$14.8M +$149K +5,478 +1%
OBWG
208
Onyx Bridge Wealth Group
New York
$14.7M +$237K +8,697 +2%
BBW
209
Blue Barn Wealth
Utah
$14.6M +$1.19M +43,703 +9%
YWM
210
Yukon Wealth Management
Kansas
$14.4M +$1.11M +40,813 +8%
MT
211
Midwest Trust
Kansas
$14.3M -$539K -19,768 -4%
MFG
212
Midwest Financial Group
Kansas
$14.3M +$184K +6,732 +1%
Koshinski Asset Management
213
Koshinski Asset Management
Illinois
$14.3M -$1.48M -54,424 -9%
SVWAG
214
Sound View Wealth Advisors Group
Georgia
$14.2M -$193K -7,084 -1%
PFWA
215
Paces Ferry Wealth Advisors
Georgia
$14.2M +$375K +13,728 +3%
WIC
216
Whitegate Investment Counselors
New Hampshire
$14.2M -$565K -20,727 -4%
CAAS
217
Capital Asset Advisory Services
Michigan
$14.1M +$153K +5,612 +1%
MA
218
Mutual Advisors
Nebraska
$14M -$442K -16,210 -3%
FGG
219
Financial Guidance Group
Florida
$14M -$497K -18,219 -3%
OFG
220
Opulen Financial Group
Virginia
$14M +$236K +8,650 +2%
PCWA
221
Pacific Capital Wealth Advisors
California
$14M -$3.46M -126,891 -20%
CKAIS
222
Christensen King & Associates Investment Services
Washington
$14M -$274K -10,028 -2%
MF
223
Montis Financial
Massachusetts
$13.7M +$133K +4,890 +1%
PA
224
Parallel Advisors
California
$13.5M -$2.09M -76,560 -13%
SS
225
Sunbelt Securities
Texas
$13.4M +$1.67M +61,053 +14%