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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
51
CVA Family Office
Colorado
$56M +$2.21M +88,428 +4%
AAS
52
Ameritas Advisory Services
Nebraska
$55.3M -$3.45M -138,054 -6%
BFS
53
Bard Financial Services
Connecticut
$52.7M +$3.47M +138,651 +7%
VA
54
Valmark Advisers
Ohio
$51.8M +$3.99M +159,564 +8%
CAN
55
Cetera Advisor Networks
California
$51.5M +$4.9M +196,194 +10%
CFB
56
Cullen/Frost Bankers
Texas
$51.1M +$5.97M +238,851 +13%
Cerity Partners
57
Cerity Partners
New York
$50.3M +$48.3M +1,931,697 +1,483%
BWL
58
Bogart Wealth LLC
Virginia
$49.5M +$4.02M +160,716 +9%
PA
59
Pinnacle Associates
New York
$47.3M +$2.33M +93,129 +5%
KBFS
60
Kohmann Bosshard Financial Services
Ohio
$47.1M +$2.46M +98,520 +5%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$46M +$4.27M +170,865 +10%
HFS
62
Howard Financial Services
Texas
$45.6M -$398K -15,918 -0.8%
CA
63
Cetera Advisors
Colorado
$45.6M +$5.97M +238,770 +15%
PAG
64
Private Advisor Group
New Jersey
$45.3M +$2.65M +105,960 +6%
LA
65
LVW Advisors
New York
$42.5M +$11.2M +449,694 +35%
BFG
66
Bouchey Financial Group
New York
$42.2M +$1.28M +51,303 +3%
JWM
67
Janiczek Wealth Management
Colorado
$41.6M -$5.59M -223,506 -12%
AWS
68
Atria Wealth Solutions
New York
$40.7M -$2.22M -88,800 -5%
LFS
69
Legacy Financial Strategies
Kansas
$40.2M -$15.9K -636 -0%
SAM
70
Summit Asset Management
Tennessee
$39.6M +$94.8K +3,792 +0.2%
TF
71
TimeScale Financial
Massachusetts
$39.2M -$1.09M -43,521 -3%
DCM
72
Davidson Capital Management
Texas
$39.2M +$4.86M +194,589 +14%
HWM
73
HB Wealth Management
Georgia
$39.1M +$671K +26,859 +2%
HWAM
74
Hennion & Walsh Asset Management
New Jersey
$38.8M -$53K -2,121 -0.1%
SPC
75
Sigma Planning Corp
Michigan
$35.6M +$6.77M +270,765 +23%