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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SL
51
Systelligence LLC
Minnesota
$36.8M +$14M +534,195 +62%
JWM
52
Janiczek Wealth Management
Colorado
$35.1M -$91.9K -3,510 -0.3%
PA
53
Pinnacle Associates
New York
$35M +$7.09M +270,699 +26%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$33.3M +$28.6M +1,091,439 +618%
EWP
55
Engrave Wealth Partners
Texas
$33M +$1.07M +40,719 +3%
APW
56
Aurora Private Wealth
New Jersey
$32.8M +$701K +26,772 +2%
DCM
57
Davidson Capital Management
Texas
$32.6M +$15.7M +600,651 +94%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$32.5M -$521K -19,899 -2%
KWA
59
Kellett Wealth Advisors
Ohio
$32.1M +$5.15M +196,824 +19%
JFA
60
JNBA Financial Advisors
Minnesota
$32.1M -$6.1M -233,052 -16%
IAN
61
Integrated Advisors Network
Texas
$31.6M -$3.04M -116,238 -9%
AAS
62
Ameritas Advisory Services
Nebraska
$31.4M +$13.1M +500,508 +72%
PRS
63
Pinkerton Retirement Specialists
Idaho
$31.3M +$1.1M +42,093 +4%
TWM
64
Tradition Wealth Management
Minnesota
$31M +$1.51M +57,546 +5%
SFG
65
Sunburst Financial Group
Alabama
$30.4M +$2.71M +103,602 +10%
Charles Schwab
66
Charles Schwab
California
$30M -$372K -14,196 -1%
WAM
67
WFA Asset Management
Wisconsin
$29.8M +$235K +8,979 +0.8%
SCA
68
Scott Capital Advisors
Oregon
$29.7M +$4.31M +164,754 +17%
SA
69
Stewardship Advisors
Pennsylvania
$29.7M +$4.71M +180,006 +19%
SIG
70
Spinnaker Investment Group
California
$29.6M +$85.2K +3,255 +0.3%
KBFS
71
Kohmann Bosshard Financial Services
Ohio
$29.5M +$4.8M +183,420 +20%
PAG
72
Private Advisor Group
New Jersey
$29.1M +$7.66M +292,461 +36%
MWM
73
Minot Wealth Management
Massachusetts
$28.9M +$7.87M +300,645 +38%
AWM
74
Axxcess Wealth Management
California
$28.6M +$2.04M +77,910 +8%
FCI
75
Financial Counselors Inc
Kansas
$27.2M +$2.42M +92,499 +10%