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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
51
Madison Asset Management
Wisconsin
$13M -$3.13M -185,334 -20%
RCA
52
Reitz Capital Advisors
Michigan
$12.8M -$2.2M -130,506 -15%
WIC
53
Whitegate Investment Counselors
New Hampshire
$12.5M -$89.5K -5,298 -0.7%
APW
54
Aurora Private Wealth
New Jersey
$12.3M -$8.6M -509,376 -42%
NA
55
NewEdge Advisors
Louisiana
$12.2M -$249K -14,769 -2%
RM
56
Resource Management
Louisiana
$12M -$529K -31,329 -4%
NDSI
57
Newman Dignan & Sheerar Inc
Rhode Island
$11.9M +$132K +7,833 +1%
OIM
58
Opus Investment Management
Massachusetts
$11.8M -$294K -17,400 -2%
WIP
59
Wellesley Investment Partners
Massachusetts
$11.6M -$480K -28,446 -4%
MML Investors Services
60
MML Investors Services
Massachusetts
$11.4M +$569K +33,675 +5%
CA
61
Capital Advantage
California
$11.3M -$370K -21,885 -3%
SFA
62
Souders Financial Advisors
Ohio
$11.1M -$2.92M -172,608 -21%
Qube Research & Technologies (QRT)
63
Qube Research & Technologies (QRT)
United Kingdom
$10.9M +$5.44M +322,035 +104%
PA
64
Planning Alternatives
Michigan
$10.7M +$403K +23,847 +4%
SS
65
Simplicity Solutions
Minnesota
$10.7M -$2.54M -150,696 -19%
HighTower Advisors
66
HighTower Advisors
Illinois
$10.4M +$2.22M +131,586 +28%
UWM
67
USAdvisors Wealth Management
Minnesota
$10.3M -$1.27M -75,240 -11%
SIM
68
Stratos Investment Management
Ohio
$10.3M +$155K +9,177 +2%
UCFA
69
United Capital Financial Advisors
Texas
$10M +$3.65M +216,156 +59%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$9.98M +$1.42M +84,315 +17%
VWA
71
Visionary Wealth Advisors
Illinois
$9.67M +$2.41M +142,962 +34%
VDI
72
Vaughan David Investments
Illinois
$9.05M +$710K +42,015 +9%
SCP
73
Shorepoint Capital Partners
Massachusetts
$8.84M +$123K +7,311 +1%
SFG
74
Sunburst Financial Group
Alabama
$8.77M +$583K +34,506 +7%
Koshinski Asset Management
75
Koshinski Asset Management
Illinois
$8.77M +$1.13M +67,020 +15%