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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$35.3M +$2.85M +109,854 +9%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$33.8M -$4.32M -166,281 -12%
APW
53
Aurora Private Wealth
New Jersey
$32.8M +$635K +24,432 +2%
EWP
54
Engrave Wealth Partners
Texas
$32.7M +$2.18M +83,955 +7%
Charles Schwab
55
Charles Schwab
California
$31.1M -$1.57M -60,522 -5%
PRS
56
Pinkerton Retirement Specialists
Idaho
$30.9M +$923K +35,511 +3%
WAM
57
WFA Asset Management
Wisconsin
$30.3M +$29.2M +1,123,665 New
TWM
58
Tradition Wealth Management
Minnesota
$30.2M +$2.49M +95,799 +9%
SIG
59
Spinnaker Investment Group
California
$29.4M +$28.7M +1,104,612 New
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$29.1M +$28.1M +1,079,880 New
PA
61
Pinnacle Associates
New York
$28.6M +$3.36M +129,516 +14%
SFG
62
Sunburst Financial Group
Alabama
$28.4M +$6.6M +254,151 +32%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$27.9M
EFSCE
64
Enterprise Financial Services Corp (EFSC)
Missouri
$27.7M -$62.5K -2,406 -0.2%
KWA
65
Kellett Wealth Advisors
Ohio
$27.6M +$26.6M +1,025,235 New
AWM
66
Axxcess Wealth Management
California
$27.2M +$26.2M +1,009,251 New
WF
67
Whelan Financial
California
$26.9M -$17M -655,335 -40%
CG
68
Colony Group
Massachusetts
$26.6M -$764K -29,421 -3%
SCA
69
Scott Capital Advisors
Oregon
$26M +$25.1M +966,108 New
SA
70
Stewardship Advisors
Pennsylvania
$25.6M +$2.14M +82,404 +9%
RCA
71
Reitz Capital Advisors
Michigan
$25.6M +$1.84M +70,812 +8%
NA
72
NewEdge Advisors
Louisiana
$25.5M +$6.49M +249,786 +36%
FCI
73
Financial Counselors Inc
Kansas
$25.4M +$2.69M +103,569 +12%
MAG
74
Members Advisory Group
New York
$25.3M +$24.4M +939,864 New
KBFS
75
Kohmann Bosshard Financial Services
Ohio
$25.2M +$1.08M +41,736 +5%