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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
51
Gerber Kawasaki Wealth & Investment Management
California
$57M -$2.74M -109,464 -4%
CFO
52
CVA Family Office
Colorado
$56M +$2.21M +88,428 +4%
AAS
53
Ameritas Advisory Services
Nebraska
$55.3M -$3.45M -138,054 -6%
BFS
54
Bard Financial Services
Connecticut
$52.7M +$3.47M +138,651 +7%
VA
55
Valmark Advisers
Ohio
$51.8M +$3.99M +159,564 +8%
CAN
56
Cetera Advisor Networks
California
$51.5M +$4.9M +196,194 +10%
CFB
57
Cullen/Frost Bankers
Texas
$51.1M +$5.97M +238,851 +13%
Cerity Partners
58
Cerity Partners
New York
$50.3M +$48.3M +1,931,697 +1,483%
BWL
59
Bogart Wealth LLC
Virginia
$49.5M +$4.02M +160,716 +9%
PA
60
Pinnacle Associates
New York
$47.3M +$2.33M +93,129 +5%
KBFS
61
Kohmann Bosshard Financial Services
Ohio
$47.1M +$2.46M +98,520 +5%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$46M +$4.27M +170,865 +10%
HFS
63
Howard Financial Services
Texas
$45.6M -$398K -15,918 -0.8%
CA
64
Cetera Advisors
Colorado
$45.6M +$5.97M +238,770 +15%
PAG
65
Private Advisor Group
New Jersey
$45.3M +$2.65M +105,960 +6%
LA
66
LVW Advisors
New York
$42.5M +$11.2M +449,694 +35%
BFG
67
Bouchey Financial Group
New York
$42.2M +$1.28M +51,303 +3%
JWM
68
Janiczek Wealth Management
Colorado
$41.6M -$5.59M -223,506 -12%
AWS
69
Atria Wealth Solutions
New York
$40.7M -$2.22M -88,800 -5%
LFS
70
Legacy Financial Strategies
Kansas
$40.2M -$15.9K -636 -0%
SAM
71
Summit Asset Management
Tennessee
$39.6M +$94.8K +3,792 +0.2%
TF
72
TimeScale Financial
Massachusetts
$39.2M -$1.09M -43,521 -3%
DCM
73
Davidson Capital Management
Texas
$39.2M +$4.86M +194,589 +14%
HWM
74
HB Wealth Management
Georgia
$39.1M +$671K +26,859 +2%
HWAM
75
Hennion & Walsh Asset Management
New Jersey
$38.8M -$53K -2,121 -0.1%