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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LA
51
LVW Advisors
New York
$63.8M +$10.6M +430,506 +19%
RWM
52
Rezny Wealth Management
Florida
$63.7M -$4.24M -172,803 -6%
S
53
Syntrinsic
Colorado
$61.2M +$63.7M +2,596,281 New
AAS
54
Ameritas Advisory Services
Nebraska
$60.3M +$42.7M +1,738,794 +212%
PAG
55
Private Advisor Group
New Jersey
$56.8M +$4.34M +176,958 +8%
CFO
56
CVA Family Office
Colorado
$55M -$80.5K -3,279 -0.1%
GKWIM
57
Gerber Kawasaki Wealth & Investment Management
California
$53.8M +$283K +11,547 +0.5%
VA
58
Valmark Advisers
Ohio
$53.4M -$1.14M -46,356 -2%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$53M -$49.6M -2,019,738 -47%
CAN
60
Cetera Advisor Networks
California
$50.7M +$2.02M +82,191 +4%
BFG
61
Bouchey Financial Group
New York
$48.9M +$5.66M +230,652 +13%
CFS
62
CGC Financial Services
Oregon
$47.7M -$1.18M -48,051 -2%
CA
63
Cetera Advisors
Colorado
$47.1M +$1.63M +66,390 +3%
JMPWA
64
JP Morgan Private Wealth Advisors
California
$46.7M -$777K -31,653 -2%
PA
65
Pinnacle Associates
New York
$46.3M -$46.2K -1,881 -0.1%
KBFS
66
Kohmann Bosshard Financial Services
Ohio
$45M -$1.8M -73,200 -4%
HFS
67
Howard Financial Services
Texas
$43.7M +$921K +37,536 +2%
MAM
68
Marquette Asset Management
Minnesota
$39.2M +$5.25M +213,801 +15%
SAM
69
Summit Asset Management
Tennessee
$39.1M +$379K +15,435 +0.9%
HWM
70
HB Wealth Management
Georgia
$37.4M -$144K -5,859 -0.4%
SAM
71
Securian Asset Management
Minnesota
$37.3M – – –
JFA
72
JNBA Financial Advisors
Minnesota
$37M -$1.28M -52,098 -3%
JWM
73
Janiczek Wealth Management
Colorado
$36.8M -$536K -21,846 -1%
SIG
74
Spinnaker Investment Group
California
$36.5M +$1.97M +80,475 +5%
AWS
75
Atria Wealth Solutions
New York
$36.5M +$60.4K +2,463 +0.2%