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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFP
26
Keystone Financial Planning
Ohio
$137M +$18.6M +714,525 +16%
CCWM
27
Cassaday & Co Wealth Management
Virginia
$135M +$4.09M +157,212 +3%
RJA
28
Raymond James & Associates
Florida
$129M -$21.4M -820,452 -14%
HighTower Advisors
29
HighTower Advisors
Illinois
$127M -$1.12M -43,029 -0.9%
MML Investors Services
30
MML Investors Services
Massachusetts
$126M +$5.23M +201,102 +4%
HWA
31
HHM Wealth Advisors
Tennessee
$119M +$2.85M +109,359 +2%
KAS
32
Kestra Advisory Services
Texas
$118M +$13.8M +531,930 +13%
JP Morgan Chase
33
JP Morgan Chase
New York
$114M -$182M -6,995,460 -61%
Creative Planning
34
Creative Planning
Kansas
$102M +$1.34M +51,294 +1%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$100M +$8.5M +326,673 +9%
CFB
36
Cullen/Frost Bankers
Texas
$98.5M +$356K +13,680 +0.4%
Corient Private Wealth
37
Corient Private Wealth
Florida
$97.7M -$12M -460,248 -11%
KeyBank National Association
38
KeyBank National Association
Ohio
$96.3M -$2.75M -105,516 -3%
D
39
Diversified
Delaware
$92M +$4.29M +164,814 +5%
LA
40
LVW Advisors
New York
$91.5M +$2.4M +92,100 +3%
Truist Financial
41
Truist Financial
North Carolina
$90.1M -$21.2M -816,039 -19%
Cerity Partners
42
Cerity Partners
New York
$89M +$755K +29,001 +0.9%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$87.4M -$6.99M -268,635 -7%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$85.6M -$5.91M -227,142 -6%
DADC
45
D.A. Davidson & Co
Montana
$83.6M +$1.78M +68,523 +2%
FFN
46
Focus Financial Network
Minnesota
$82.3M -$1.62M -62,331 -2%
AAIM
47
Asset Advisors Investment Management
Georgia
$81.3M -$18.4M -705,183 -18%
JSTA
48
Japan Science & Technology Agency
Japan
$75.4M
AAS
49
Ameritas Advisory Services
Nebraska
$67.3M -$1.01M -38,766 -1%
S
50
Syntrinsic
Colorado
$65.5M -$199K -7,632 -0.3%