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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
51
CVA Family Office
Colorado
$62.8M -$1.03M -36,217 -2%
ACA
52
Aptus Capital Advisors
Alabama
$60.6M +$10.5M +368,712 +20%
Stifel Financial
53
Stifel Financial
Missouri
$59.8M -$1.89M -66,647 -3%
CFS
54
CGC Financial Services
Oregon
$59.7M +$1.8M +63,345 +3%
AAS
55
Ameritas Advisory Services
Nebraska
$59.4M +$3.34M +117,385 +6%
AF
56
Allworth Financial
California
$58.7M +$12M +422,472 +25%
MCM
57
MAI Capital Management
Ohio
$58.4M +$26.2M +921,120 +76%
PA
58
Pinnacle Associates
New York
$58.4M +$6.56M +230,869 +12%
SPIA
59
Steward Partners Investment Advisory
New York
$58.2M +$3.77M +132,552 +7%
HFS
60
Howard Financial Services
Texas
$55.2M +$1.42M +50,015 +3%
MAM
61
Marquette Asset Management
Minnesota
$55.1M +$131K +4,593 +0.2%
SAM
62
Summit Asset Management
Tennessee
$53.2M +$2.92M +102,785 +6%
GKWIM
63
Gerber Kawasaki Wealth & Investment Management
California
$52.1M +$347K +12,209 +0.6%
SFWA
64
Summit Financial Wealth Advisors
Louisiana
$51M +$3.33M +117,114 +7%
ETS
65
ESL Trust Services
New York
$48.1M -$4.26K -150 -0%
VFG
66
Victory Financial Group
Texas
$47.8M +$49.8M +1,751,195 New
PWP
67
Principle Wealth Partners
Connecticut
$47.8M +$3.34M +117,520 +7%
WF
68
Whelan Financial
California
$46M +$1.25M +44,126 +3%
SCA
69
Scott Capital Advisors
Oregon
$46M +$516K +18,162 +1%
PAG
70
Private Advisor Group
New Jersey
$45.6M +$3.17M +111,448 +7%
SIG
71
Spinnaker Investment Group
California
$44.6M +$984K +34,630 +2%
MSFS
72
Main Street Financial Solutions
Pennsylvania
$44.6M +$3.22M +113,200 +7%
RWP
73
Reliant Wealth Planning
Kentucky
$43.3M -$7.54M -265,209 -14%
SAM
74
Securian Asset Management
Minnesota
$43.2M – – –
CTC
75
Central Trust Company
Missouri
$43M -$4.28M -150,490 -9%