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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$164M +$13.5M +483,132 +9%
HighTower Advisors
27
HighTower Advisors
Illinois
$159M +$12M +431,525 +8%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$158M +$21.1M +757,040 +15%
Cerity Partners
29
Cerity Partners
New York
$157M -$412K -14,794 -0.3%
JP Morgan Chase
30
JP Morgan Chase
New York
$156M +$13.7M +490,361 +10%
KFP
31
Keystone Financial Planning
Ohio
$153M +$3.42M +122,693 +2%
HWA
32
HHM Wealth Advisors
Tennessee
$139M +$2.86M +102,700 +2%
Creative Planning
33
Creative Planning
Kansas
$125M +$4.18M +150,011 +3%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$123M -$159K -5,709 -0.1%
DE
35
Diversified Enterprises
Delaware
$118M +$5.85M +210,001 +5%
CFB
36
Cullen/Frost Bankers
Texas
$114M -$566K -20,307 -0.5%
KeyBank National Association
37
KeyBank National Association
Ohio
$106M -$797K -28,592 -0.7%
Truist Financial
38
Truist Financial
North Carolina
$99.9M +$806K +28,923 +0.8%
LA
39
LVW Advisors
New York
$98.9M -$1.64M -58,926 -2%
KAS
40
Kestra Advisory Services
Texas
$91.5M -$39M -1,398,711 -30%
FFN
41
Focus Financial Network
Minnesota
$91.2M +$2.19M +78,717 +2%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$87.5M +$2.53M +90,769 +3%
BFG
43
Bouchey Financial Group
New York
$83.7M +$1.68M +60,357 +2%
BFG
44
Berger Financial Group
Minnesota
$81.8M +$8M +286,891 +11%
CSTB
45
Charles Schwab Trust Bank
Nevada
$80.7M -$29.8M -1,069,112 -27%
IAS
46
IMA Advisory Services
Colorado
$80.5M +$5.41M +193,968 +7%
AAIM
47
Asset Advisors Investment Management
Georgia
$77.4M -$1.88M -67,469 -2%
VA
48
Valmark Advisers
Ohio
$76.1M -$6.3M -226,119 -8%
Mirae Asset Global Investments
49
Mirae Asset Global Investments
South Korea
$74.3M +$5.13M +183,968 +7%
CFO
50
CVA Family Office
Colorado
$68.4M +$4.11M +147,599 +6%