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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SS
51
Simplicity Solutions
Minnesota
$11.6M +$13.3M +742,911 +2,431%
CA
52
Capital Advantage
California
$11.3M +$202K +11,229 +2%
CPA
53
Clear Perspective Advisors
Illinois
$11.2M +$10M +557,676 +291%
WIC
54
Whitegate Investment Counselors
New Hampshire
$10.9M +$81.3K +4,527 +0.6%
RM
55
Resource Management
Louisiana
$10.9M +$2.78M +155,085 +27%
NA
56
NewEdge Advisors
Louisiana
$10.8M +$257K +14,310 +2%
OIM
57
Opus Investment Management
Massachusetts
$10.5M
WIP
58
Wellesley Investment Partners
Massachusetts
$10.5M -$18.8K -1,047 -0.1%
NDSI
59
Newman Dignan & Sheerar Inc
Rhode Island
$10.4M +$68.4K +3,810 +0.6%
UWM
60
USAdvisors Wealth Management
Minnesota
$10.1M -$824K -45,885 -6%
JFA
61
JNBA Financial Advisors
Minnesota
$9.64M +$3.21M +178,980 +39%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$9.6M +$6.19M +344,988 +117%
MML Investors Services
63
MML Investors Services
Massachusetts
$9.4M +$1.64M +91,302 +17%
PA
64
Planning Alternatives
Michigan
$8.99M +$1.17M +65,445 +12%
SIM
65
Stratos Investment Management
Ohio
$8.8M -$198K -11,031 -2%
EWA
66
Evolution Wealth Advisors
Florida
$8.72M -$1.63M -90,864 -14%
FAAS
67
First Allied Advisory Services
California
$8.13M +$5.22M +290,817 +116%
FCAS
68
First Command Advisory Services
Texas
$7.67M +$518K +28,878 +6%
SHJ
69
Sharkey, Howes & Javer
Colorado
$7.62M +$4.21M +234,348 +86%
SCP
70
Shorepoint Capital Partners
Massachusetts
$7.57M +$2.19M +121,827 +32%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$7.41M -$2.05M -114,225 -19%
VDI
72
Vaughan David Investments
Illinois
$7.23M +$1.13M +62,949 +15%
MNG
73
Manning & Napier Group
New York
$7.17M
AWA
74
Acorn Wealth Advisors
Michigan
$7.11M +$653K +36,363 +9%
SFG
75
Sunburst Financial Group
Alabama
$7.11M +$3.98M +221,598 +88%