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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Advisor Group
Arizona
$12.4M +$2.03M +118,965 +19%
SHJ
27
Sharkey, Howes & Javer
Colorado
$11.4M -$393K -23,067 -3%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$11.2M -$5.66M -331,956 -32%
UWM
29
USAdvisors Wealth Management
Minnesota
$11.1M +$793K +46,485 +7%
WIP
30
Wellesley Investment Partners
Massachusetts
$11M -$324K -18,984 -3%
WIC
31
Whitegate Investment Counselors
New Hampshire
$10.8M -$235K -13,800 -2%
FSA
32
Financial Sense Advisors
California
$10.7M +$496K +29,112 +5%
KFA
33
Kabarec Financial Advisors
Illinois
$10.6M +$777K +45,561 +8%
CA
34
Capital Advantage
California
$10.1M +$85.1K +4,989 +0.8%
VNA
35
Valley National Advisers
Pennsylvania
$9.84M +$3.6M +211,353 +54%
PA
36
Planning Alternatives
Michigan
$9.65M +$2.2M +128,901 +28%
VA
37
Valmark Advisers
Ohio
$9.62M -$5.68K -333 -0.1%
GWM
38
Geneos Wealth Management
Colorado
$9.6M -$247K -14,466 -2%
RJA
39
Raymond James & Associates
Florida
$8.87M +$252K +14,781 +3%
HCM
40
Hengehold Capital Management
Ohio
$8.74M -$89.2K -5,229 -1%
AWMG
41
Alliance Wealth Management Group
New Jersey
$8.69M +$1.08M +63,285 +14%
SFM
42
Signature Financial Management
Virginia
$8.65M +$1.13M +66,279 +14%
NDSI
43
Newman Dignan & Sheerar Inc
Rhode Island
$8.57M +$311K +18,243 +4%
KIA
44
KCM Investment Advisors
California
$8.25M -$516K -30,276 -6%
WC
45
Westwind Capital
New Mexico
$8.1M +$8.44M +495,033 +137,509%
SWM
46
SVA Wealth Management
Wisconsin
$7.08M -$330K -19,332 -4%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$7.08M +$1.44M +84,441 +24%
KFP
48
Keystone Financial Planning
Ohio
$6.88M -$16.2K -948 -0.2%
AWA
49
Acorn Wealth Advisors
Michigan
$6.87M +$351K +20,604 +5%
CCP
50
Cardan Capital Partners
Colorado
$6.84M +$114K +6,705 +2%