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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIP
51
Wellesley Investment Partners
Massachusetts
$13.5M -$254K -13,536 -2%
JWM
52
Janiczek Wealth Management
Colorado
$13.3M +$559K +29,820 +5%
CA
53
Capital Advantage
California
$13.1M +$598K +31,947 +5%
EWA
54
Evolution Wealth Advisors
Florida
$13M +$12.6M +672,765 New
KFP
55
Keystone Financial Planning
Ohio
$11.8M +$611K +32,631 +6%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$11.7M +$5.33M +284,376 +88%
SIM
57
Stratos Investment Management
Ohio
$11.5M -$577K -30,825 -5%
Citigroup
58
Citigroup
New York
$11.5M -$281 -15 -0%
ICM
59
Islay Capital Management
Texas
$11.2M +$10.9M +580,200 New
RM
60
Resource Management
Louisiana
$11.1M +$1.96M +104,802 +22%
GWM
61
Geneos Wealth Management
Colorado
$11M +$439K +23,418 +4%
KIA
62
KCM Investment Advisors
California
$10.7M +$51.5K +2,751 +0.5%
MML Investors Services
63
MML Investors Services
Massachusetts
$10.3M +$1.64M +87,669 +20%
PA
64
Planning Alternatives
Michigan
$10.3M +$527K +28,158 +6%
CST
65
Charles Schwab Trust
Nevada
$9.93M -$475K -25,341 -5%
HighTower Advisors
66
HighTower Advisors
Illinois
$9.88M +$738K +39,417 +8%
CWM
67
CCG Wealth Management
California
$9.74M +$1.19M +63,639 +14%
FI
68
FormulaFolio Investments
Michigan
$9.62M +$8.63M +460,725 +1,228%
FNC
69
First National Corp
Massachusetts
$9.38M +$56.7K +3,027 +0.6%
FCAS
70
First Command Advisory Services
Texas
$9.34M +$245K +13,104 +3%
CFO
71
CVA Family Office
Colorado
$9.15M +$8.88M +474,021 New
FFWA
72
FRG Family Wealth Advisors
Washington
$8.98M +$2.5M +133,485 +40%
JFA
73
JNBA Financial Advisors
Minnesota
$8.96M +$3.28M +175,254 +61%
PAI
74
Pittenger & Anderson Inc
Nebraska
$8.64M +$385K +20,544 +5%
AWA
75
Acorn Wealth Advisors
Michigan
$8.15M -$102K -5,430 -1%