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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
T
76
Thomaspartners
Massachusetts
$839K +$849K +63,885 New
SGAM
77
Steinberg Global Asset Management
Florida
$785K +$165K +12,396 +26%
PAG
78
Private Advisor Group
New Jersey
$774K +$219K +16,443 +39%
SFSG
79
Stearns Financial Services Group
North Carolina
$713K +$32.9K +2,478 +5%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$711K +$560K +42,165 +355%
CIA
81
Capital Investment Advisors
Georgia
$709K +$35.8K +2,691 +5%
RC
82
Roundview Capital
New Jersey
$634K +$69.2K +5,205 +12%
TCM
83
Twele Capital Management
Minnesota
$581K
SMC
84
Smith, Moore & Co
Missouri
$572K
Mariner
85
Mariner
Kansas
$544K -$44.3K -3,336 -7%
GIA
86
GHP Investment Advisors
Colorado
$542K +$15.3K +1,149 +3%
CA
87
Capital Advantage
California
$523K +$293K +22,035 +124%
AIM
88
Aspen Investment Management
Michigan
$515K +$3.19K +240 +0.6%
JWS
89
Juncture Wealth Strategies
Arizona
$500K -$420K -31,605 -45%
AF
90
Allworth Financial
California
$493K +$107K +8,043 +27%
BC
91
Bartlett & Co
Ohio
$480K +$131K +9,885 +37%
GWM
92
Gupta Wealth Management
California
$478K +$484K +36,390 New
LA
93
LVW Advisors
New York
$469K +$2.51K +189 +0.5%
OC
94
Oarsman Capital
Wisconsin
$440K +$45.1K +3,396 +11%
GAM
95
Garrison Asset Management
Arkansas
$433K +$207K +15,564 +90%
SLA
96
Silver Lake Advisory
Utah
$399K +$102K +7,671 +34%
MCM
97
Mengis Capital Management
Oregon
$392K +$39.6K +2,982 +11%
WFG
98
Wills Financial Group
Virginia
$388K +$393K +29,562 New
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$382K +$386K +29,058 New
EWM
100
Edge Wealth Management
New York
$380K +$129K +9,672 +51%