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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
26
Citigroup
New York
$13.1M -$3.09M -187,689 -19%
JMPWA
27
JP Morgan Private Wealth Advisors
California
$12.8M +$7.22M +438,393 +128%
FSA
28
Financial Sense Advisors
California
$12.7M +$1.95M +118,698 +18%
WIP
29
Wellesley Investment Partners
Massachusetts
$11.5M +$441K +26,790 +4%
UWM
30
USAdvisors Wealth Management
Minnesota
$11.3M +$196K +11,895 +2%
SHJ
31
Sharkey, Howes & Javer
Colorado
$11.3M -$190K -11,553 -2%
WIC
32
Whitegate Investment Counselors
New Hampshire
$11.1M +$236K +14,352 +2%
VA
33
Valmark Advisers
Ohio
$10.3M +$579K +35,175 +6%
CA
34
Capital Advantage
California
$9.99M -$165K -10,029 -2%
PA
35
Planning Alternatives
Michigan
$9.83M +$134K +8,130 +1%
SFM
36
Signature Financial Management
Virginia
$9.57M +$874K +53,070 +10%
KFA
37
Kabarec Financial Advisors
Illinois
$9.56M -$1.06M -64,206 -10%
GWM
38
Geneos Wealth Management
Colorado
$9.46M -$195K -11,835 -2%
HCM
39
Hengehold Capital Management
Ohio
$9.02M +$229K +13,911 +3%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$7.42M +$304K +18,438 +4%
AWA
41
Acorn Wealth Advisors
Michigan
$7.12M +$226K +13,728 +3%
KFP
42
Keystone Financial Planning
Ohio
$7.02M +$107K +6,474 +2%
SWM
43
SVA Wealth Management
Wisconsin
$6.83M -$624K -37,890 -8%
CCP
44
Cardan Capital Partners
Colorado
$6.69M -$192K -11,643 -3%
BC
45
Barnett & Company
Tennessee
$6.66M +$401K +24,366 +6%
CMP
46
Courage Miller Partners
Virginia
$6.45M +$141K +8,565 +2%
VNA
47
Valley National Advisers
Pennsylvania
$6.26M -$3.64M -220,914 -37%
HighTower Advisors
48
HighTower Advisors
Illinois
$5.98M +$346K +21,018 +6%
AWMG
49
Alliance Wealth Management Group
New Jersey
$5.97M -$2.77M -168,549 -32%
TCM
50
Towercrest Capital Management
Pennsylvania
$5.97M +$5.98M +363,357 New