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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VA
51
Valmark Advisers
Ohio
$32.5M +$3.42M +134,400 +11%
MML Investors Services
52
MML Investors Services
Massachusetts
$30.5M -$1.25M -49,347 -4%
Charles Schwab
53
Charles Schwab
California
$30M +$990K +38,967 +3%
HighTower Advisors
54
HighTower Advisors
Illinois
$29.7M +$1.46M +57,324 +5%
APW
55
Aurora Private Wealth
New Jersey
$29.6M +$1.31M +51,639 +5%
EWP
56
Engrave Wealth Partners
Texas
$28M +$13.2M +517,629 +84%
PRS
57
Pinkerton Retirement Specialists
Idaho
$27.5M +$366K +14,385 +1%
RC
58
Rinet Company
Massachusetts
$27.1M +$2.51M +98,694 +10%
PAG
59
Private Advisor Group
New Jersey
$26.4M +$11.1M +438,552 +70%
EFSCE
60
Enterprise Financial Services Corp (EFSC)
Missouri
$25.5M -$103K -4,059 -0.4%
TWM
61
Tradition Wealth Management
Minnesota
$25.4M +$920K +36,201 +4%
CG
62
Colony Group
Massachusetts
$25.2M -$2.1M -82,695 -8%
JMPWA
63
JP Morgan Private Wealth Advisors
California
$24M +$3.14M +123,612 +15%
RCA
64
Reitz Capital Advisors
Michigan
$23.4M -$1.8M -70,812 -7%
PA
65
Pinnacle Associates
New York
$23M +$3.63M +142,656 +18%
CA
66
Capital Advantage
California
$22.2M -$835K -32,835 -4%
KBFS
67
Kohmann Bosshard Financial Services
Ohio
$22.1M +$1.09M +42,996 +5%
MAM
68
McCarthy Asset Management
California
$22.1M -$18.7K -735 -0.1%
HCM
69
Hengehold Capital Management
Ohio
$22.1M +$202K +7,953 +0.9%
SFA
70
Souders Financial Advisors
Ohio
$22M +$542K +21,336 +2%
DP
71
DDD Partners
Washington
$22M -$1.14M -44,760 -5%
CPA
72
Clear Perspective Advisors
Illinois
$21.6M +$768K +30,216 +4%
SA
73
Stewardship Advisors
Pennsylvania
$21.5M +$661K +26,007 +3%
MAM
74
Marquette Asset Management
Minnesota
$21.2M -$116K -4,551 -0.5%
AWM
75
AE Wealth Management
Kansas
$21.1M +$7.62M +299,745 +54%