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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFM
51
Signature Financial Management
Virginia
$6.75M -$3.16M -189,486 -31%
CCP
52
Cardan Capital Partners
Colorado
$6.74M +$129K +7,770 +2%
BC
53
Barnett & Company
Tennessee
$6.67M +$224K +13,455 +3%
TF
54
TimeScale Financial
Massachusetts
$6.6M +$7.03M +421,620 New
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$6.59M -$33.3K -1,998 -0.5%
FNC
56
First National Corp
Massachusetts
$6.57M +$6.99M +419,382 New
AWM
57
Apollon Wealth Management
South Carolina
$6.52M +$6.55M +392,829 New
CWM
58
CCG Wealth Management
California
$6.51M +$6.93M +415,989 New
SWM
59
SVA Wealth Management
Wisconsin
$6.44M +$52.4K +3,147 +0.8%
WP
60
WealthPLAN Partners
Nebraska
$6.33M +$1.7M +102,117 +39%
CMP
61
Courage Miller Partners
Virginia
$6.19M +$77.4K +4,644 +1%
HighTower Advisors
62
HighTower Advisors
Illinois
$6.07M -$1.11M -66,336 -15%
LFS
63
Legacy Financial Strategies
Kansas
$5.75M +$6.13M +367,542 New
MNG
64
Manning & Napier Group
New York
$5.62M
FCAS
65
First Command Advisory Services
Texas
$5.57M +$597K +35,829 +11%
RIA
66
Regal Investment Advisors
Michigan
$5.54M +$25.1K +1,506 +0.4%
AWMG
67
Alliance Wealth Management Group
New Jersey
$5.35M -$213K -12,798 -4%
TCM
68
Towercrest Capital Management
Pennsylvania
$5.35M -$213K -12,798 -4%
DP
69
Denver PWM
Colorado
$5.22M +$24.8K +1,488 +0.5%
UCFA
70
United Capital Financial Advisors
Texas
$5.22M -$2.43M -145,830 -30%
VNA
71
Valley National Advisers
Pennsylvania
$5.16M +$604K +36,219 +12%
DBRC
72
D.B. Root & Company
Pennsylvania
$4.94M +$177K +10,596 +3%
KBFS
73
Kohmann Bosshard Financial Services
Ohio
$4.89M +$312K +18,717 +6%
LPT
74
Legacy Private Trust
Wisconsin
$4.72M -$69.5K -4,170 -1%
KIA
75
KCM Investment Advisors
California
$4.67M -$106K -6,369 -2%