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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VA
51
Valmark Advisers
Ohio
$65.2M +$1.33M +51,030 +2%
Stifel Financial
52
Stifel Financial
Missouri
$62.7M -$5.64M -216,792 -8%
HI
53
Harbour Investments
Wisconsin
$62.5M +$2.65M +101,763 +4%
BFG
54
Berger Financial Group
Minnesota
$61.7M +$6.7M +257,346 +12%
BFG
55
Bouchey Financial Group
New York
$58.8M -$4.67M -179,301 -7%
CFO
56
CVA Family Office
Colorado
$58.7M +$1.06M +40,614 +2%
CFS
57
CGC Financial Services
Oregon
$54.1M +$1.25M +48,132 +2%
MAM
58
Marquette Asset Management
Minnesota
$52.3M +$1.32M +50,589 +3%
SPIA
59
Steward Partners Investment Advisory
New York
$50.9M +$4.45M +170,988 +10%
CTC
60
Central Trust Company
Missouri
$50.9M -$32.9M -1,262,115 -39%
PA
61
Pinnacle Associates
New York
$50.6M +$640K +24,606 +1%
GKWIM
62
Gerber Kawasaki Wealth & Investment Management
California
$50.1M -$1.15M -44,169 -2%
HFS
63
Howard Financial Services
Texas
$48.9M +$2.04M +78,384 +4%
Focus Partners Wealth
64
Focus Partners Wealth
Massachusetts
$48.2M +$24.2M +928,140 +100%
RWP
65
Reliant Wealth Planning
Kentucky
$47.1M +$1.38M +53,181 +3%
SAM
66
Summit Asset Management
Tennessee
$46.5M +$1.28M +49,272 +3%
ETS
67
ESL Trust Services
New York
$45.6M +$2.03M +78,024 +5%
AF
68
Allworth Financial
California
$44.6M +$27.7M +1,063,242 +182%
SFWA
69
Summit Financial Wealth Advisors
Louisiana
$43.1M +$1.32M +50,523 +3%
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$42.3M -$1.69M -64,893 -4%
WF
71
Whelan Financial
California
$41.8M +$1.05M +40,200 +3%
SAM
72
Securian Asset Management
Minnesota
$41M
SIG
73
Spinnaker Investment Group
California
$40.6M +$247K +9,477 +0.6%
SCA
74
Scott Capital Advisors
Oregon
$40M +$614K +23,571 +2%
PWP
75
Principle Wealth Partners
Connecticut
$39.9M -$848K -32,583 -2%