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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
51
Stratos Wealth Partners
Ohio
$6.58M +$5.14M +301,263 +298%
CMP
52
Courage Miller Partners
Virginia
$6.28M -$35.6K -2,085 -0.5%
BC
53
Barnett & Company
Tennessee
$6.23M +$160K +9,375 +3%
HighTower Advisors
54
HighTower Advisors
Illinois
$5.62M +$2.43M +142,548 +71%
JMPWA
55
JP Morgan Private Wealth Advisors
California
$5.58M -$464K -27,216 -7%
UCFA
56
United Capital Financial Advisors
Texas
$5.35M -$771K -45,186 -12%
LPT
57
Legacy Private Trust
Wisconsin
$5.3M -$93.2K -5,463 -2%
NFG
58
Noven Financial Group
Colorado
$5.26M -$246K -14,409 -4%
RIA
59
Regal Investment Advisors
Michigan
$5.17M +$54K +3,168 +1%
DP
60
Denver PWM
Colorado
$5.13M +$358K +21,003 +7%
DBRC
61
D.B. Root & Company
Pennsylvania
$5.1M +$420K +24,636 +9%
HCP
62
Holt Capital Partners
Texas
$4.97M +$527K +30,885 +11%
UBS AM
63
UBS AM
Illinois
$4.8M -$28.4K -1,665 -0.6%
AWS
64
AJ Wealth Strategies
New York
$4.61M +$1.46M +85,398 +43%
LIM
65
Leavell Investment Management
Alabama
$4.5M +$370K +21,693 +9%
BCP
66
Blackhawk Capital Partners
Wisconsin
$4.5M +$902K +52,917 +24%
BWM
67
Baystate Wealth Management
Massachusetts
$4.36M -$76K -4,455 -2%
AIP
68
Almanack Investment Partners
Pennsylvania
$4.36M -$477K -27,978 -9%
JIC
69
JRM Investment Counsel
Nebraska
$4.26M +$557K +32,673 +14%
NG
70
Northstar Group
New York
$4.04M -$473K -27,717 -10%
SAM
71
Smithbridge Asset Management
Pennsylvania
$3.94M +$259K +15,180 +7%
WP
72
WealthPLAN Partners
Nebraska
$3.94M +$4.11M +240,768 New
KBFS
73
Kohmann Bosshard Financial Services
Ohio
$3.93M +$896K +52,560 +28%
MML Investors Services
74
MML Investors Services
Massachusetts
$3.92M +$2.11M +123,798 +106%
BTS
75
BB&T Securities
Virginia
$3.84M +$2.31M +135,498 +136%