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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$9.4M +$9.16M +621,438 +5,389%
AA
27
Apriem Advisors
California
$9.15M -$14.2M -966,117 -61%
Wells Fargo
28
Wells Fargo
California
$8.95M +$128K +8,661 +1%
CA
29
Capital Advantage
California
$8.38M +$260K +17,670 +3%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$8.26M +$1.31M +89,199 +19%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$8.18M +$333K +22,620 +4%
JMPWA
32
JP Morgan Private Wealth Advisors
California
$8.03M +$2.83M +191,688 +55%
HCM
33
Hengehold Capital Management
Ohio
$7.53M +$97.2K +6,591 +1%
KIA
34
KCM Investment Advisors
California
$7.5M +$161K +10,905 +2%
AG
35
Advisor Group
Arizona
$7.28M +$686K +46,512 +10%
RJA
36
Raymond James & Associates
Florida
$7.25M +$1.27M +85,833 +21%
DADC
37
D.A. Davidson & Co
Montana
$6.79M +$1.51M +102,660 +29%
SWM
38
SVA Wealth Management
Wisconsin
$6.59M +$280K +19,023 +4%
PA
39
Planning Alternatives
Michigan
$6.4M +$328K +22,242 +5%
KFP
40
Keystone Financial Planning
Ohio
$6.08M +$44.7K +3,030 +0.7%
CCP
41
Cardan Capital Partners
Colorado
$6M -$860K -58,335 -13%
UCFA
42
United Capital Financial Advisors
Texas
$5.75M +$690K +46,830 +14%
CMP
43
Courage Miller Partners
Virginia
$5.53M +$300K +20,364 +6%
LPT
44
Legacy Private Trust
Wisconsin
$5.17M -$346K -23,481 -6%
FWM
45
Frontier Wealth Management
Missouri
$4.99M +$1.97M +133,545 +66%
NFG
46
Noven Financial Group
Colorado
$4.94M +$51.8K +3,513 +1%
RIA
47
Regal Investment Advisors
Michigan
$4.7M +$174K +11,829 +4%
SBL
48
Sargent Bickham Lagudis
Colorado
$4.63M +$926K +62,844 +25%
AWMG
49
Alliance Wealth Management Group
New Jersey
$4.51M +$4.44M +301,266 New
SFM
50
Signature Financial Management
Virginia
$4.41M +$987K +66,957 +29%