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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
51
Howard Financial Services
Texas
$11.5M +$3.78M +211,149 +50%
SIM
52
Stratos Investment Management
Ohio
$11.5M +$514K +28,746 +5%
Citigroup
53
Citigroup
New York
$10.9M -$3.96M -221,133 -27%
KFP
54
Keystone Financial Planning
Ohio
$10.6M +$1.5M +83,847 +17%
KIA
55
KCM Investment Advisors
California
$10.1M +$44.3K +2,475 +0.5%
GWM
56
Geneos Wealth Management
Colorado
$9.9M -$109K -6,093 -1%
CST
57
Charles Schwab Trust
Nevada
$9.73M +$9.66M +539,838 New
PA
58
Planning Alternatives
Michigan
$9.23M +$59.8K +3,339 +0.7%
FNC
59
First National Corp
Massachusetts
$8.82M +$4.67K +261 +0.1%
FCAS
60
First Command Advisory Services
Texas
$8.68M +$829K +46,308 +11%
HighTower Advisors
61
HighTower Advisors
Illinois
$8.63M -$95K -5,307 -1%
RM
62
Resource Management
Louisiana
$8.55M +$2.83M +158,061 +51%
MML Investors Services
63
MML Investors Services
Massachusetts
$8.18M -$1.54M -86,043 -16%
AWA
64
Acorn Wealth Advisors
Michigan
$8.12M +$85.9K +4,800 +1%
CWM
65
CCG Wealth Management
California
$8.05M +$200K +11,184 +3%
MNG
66
Manning & Napier Group
New York
$7.83M
WP
67
WealthPLAN Partners
Nebraska
$7.82M +$475K +26,565 +7%
PAI
68
Pittenger & Anderson Inc
Nebraska
$7.8M -$44.9K -2,508 -0.6%
KBFS
69
Kohmann Bosshard Financial Services
Ohio
$7.4M +$393K +21,933 +6%
UCFA
70
United Capital Financial Advisors
Texas
$7.37M +$691K +38,598 +11%
SCP
71
Shorepoint Capital Partners
Massachusetts
$7.35M -$467K -26,088 -6%
SWM
72
SVA Wealth Management
Wisconsin
$7.13M +$448K +25,032 +7%
CMP
73
Courage Miller Partners
Virginia
$7.09M -$123K -6,900 -2%
MWA
74
MFA Wealth Advisors
Pennsylvania
$7M +$229K +12,810 +3%
RIA
75
Regal Investment Advisors
Michigan
$6.64M -$47.5K -2,655 -0.7%