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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
226
Albion Financial Group
Utah
$15.8M +$4.76M +170,617 +43%
LSWP
227
Liberty Square Wealth Partners
Pennsylvania
$15.7M -$583K -20,925 -4%
FGG
228
Financial Guidance Group
Florida
$15.6M -$106K -3,799 -0.7%
MAFA
229
MJT & Associates Financial Advisory
Minnesota
$15.5M +$15.5M +556,114 New
LFP
230
Lakeshore Financial Planning
Michigan
$15.5M -$742K -26,627 -5%
CAM
231
Cozad Asset Management
Illinois
$15.4M -$260K -9,311 -2%
SVWAG
232
Sound View Wealth Advisors Group
Georgia
$15.3M -$2.37M -85,101 -13%
AA
233
Advisory Alpha
Michigan
$15.3M +$1.59M +57,216 +12%
PRI
234
Prepared Retirement Institute
Pennsylvania
$15.1M -$2.84M -101,981 -16%
WIC
235
Whitegate Investment Counselors
New Hampshire
$15.1M -$1.41M -50,636 -9%
KJWM
236
Kiley Juergens Wealth Management
Washington
$15.1M +$775K +27,798 +5%
OC
237
Oppenheimer & Co
New York
$15.1M +$2.16M +77,616 +17%
ASN
238
Advisory Services Network
Georgia
$15M +$2.49M +89,294 +20%
CKAIS
239
Christensen King & Associates Investment Services
Washington
$14.9M -$105K -3,769 -0.7%
IWM
240
IHT Wealth Management
Illinois
$14.7M +$311K +11,171 +2%
LIM
241
Leavell Investment Management
Alabama
$14.6M -$244K -8,749 -2%
AA
242
Armis Advisers
Georgia
$14.6M +$15.4M +551,091 +4,597%
GM
243
GeoWealth Management
Illinois
$14.5M +$14.5M +519,321 +558,410%
LWM
244
Lighthouse Wealth Management
Ohio
$14.5M +$55.4K +1,987 +0.4%
JIP
245
Jaffetilchin Investment Partners
Florida
$14.4M +$803K +28,820 +6%
OBWG
246
Onyx Bridge Wealth Group
New York
$14.4M +$1.07M +38,262 +8%
ES
247
Eagle Strategies
New York
$14.3M +$725K +25,999 +5%
IAS
248
Investment Advisory Services
Texas
$14.3M +$577K +20,689 +4%
SC
249
Scotia Capital
Ontario, Canada
$14.3M +$4.23M +151,598 +42%
Koshinski Asset Management
250
Koshinski Asset Management
Illinois
$14.2M -$4.19M -150,316 -23%