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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Capital Advantage
California
$19.7M +$5.89M +290,490 +46%
TWM
52
Tradition Wealth Management
Minnesota
$19.6M +$18.6M +917,574 New
HCM
53
Hengehold Capital Management
Ohio
$19.4M -$343K -16,935 -2%
HighTower Advisors
54
HighTower Advisors
Illinois
$18.9M +$7.32M +360,798 +69%
MAM
55
Madison Asset Management
Wisconsin
$18.5M +$1.84M +90,936 +12%
MAM
56
McCarthy Asset Management
California
$18.1M +$17.1M +845,079 New
AFA
57
AllGen Financial Advisors
Florida
$18.1M +$17.1M +844,311 New
VWA
58
Visionary Wealth Advisors
Illinois
$17.2M +$4.91M +242,328 +43%
CPA
59
Clear Perspective Advisors
Illinois
$16.8M +$695K +34,299 +5%
HB
60
Homrich & Berg
Georgia
$16.7M -$281K -13,854 -2%
MAM
61
Marquette Asset Management
Minnesota
$16.7M +$3.2M +157,929 +25%
RM
62
Resource Management
Louisiana
$16.6M +$1.79M +88,377 +13%
FMT
63
First Mercantile Trust
Tennessee
$16.5M -$2.67M -131,496 -14%
WIC
64
Whitegate Investment Counselors
New Hampshire
$16.2M +$316K +15,570 +2%
UCFA
65
United Capital Financial Advisors
Texas
$16.1M -$997K -49,176 -6%
JWM
66
Janiczek Wealth Management
Colorado
$15.9M +$252K +12,426 +2%
PMG
67
ProVise Management Group
Florida
$15.8M -$767K -37,839 -5%
GWM
68
Geneos Wealth Management
Colorado
$15.1M -$261K -12,861 -2%
NA
69
NewEdge Advisors
Louisiana
$14.8M -$257K -12,666 -2%
SFA
70
Souders Financial Advisors
Ohio
$14.7M +$219K +10,812 +2%
OIM
71
Opus Investment Management
Massachusetts
$14.6M
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$14.3M
AAS
73
Avantax Advisory Services
Texas
$13.9M -$1.48M -72,948 -10%
RJA
74
Raymond James & Associates
Florida
$13.5M +$2.34M +115,425 +22%
VDI
75
Vaughan David Investments
Illinois
$13.5M +$892K +43,977 +8%