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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
Cetera Advisors
Colorado
$27.1M +$15.6M +595,695 +137%
NA
77
NewEdge Advisors
Louisiana
$26.8M +$1.88M +71,709 +8%
WF
78
Whelan Financial
California
$26.7M +$453K +17,292 +2%
EFSCE
79
Enterprise Financial Services Corp (EFSC)
Missouri
$26.1M -$928K -35,442 -3%
Creative Planning
80
Creative Planning
Kansas
$26M +$8.41M +321,348 +48%
RCA
81
Reitz Capital Advisors
Michigan
$25.7M -$972K -37,125 -4%
SFA
82
Souders Financial Advisors
Ohio
$25.5M +$1.04M +39,534 +4%
CG
83
Colony Group
Massachusetts
$25.4M -$528K -20,148 -2%
AWS
84
Atria Wealth Solutions
New York
$24.8M +$24.7M +941,718 New
MAG
85
Members Advisory Group
New York
$24.6M -$51.5K -1,968 -0.2%
PAS
86
Park Avenue Securities
New York
$24.4M +$77.5K +2,961 +0.3%
MAM
87
McCarthy Asset Management
California
$24.3M +$309K +11,811 +1%
BPA
88
Beacon Pointe Advisors
California
$23.7M +$17.1M +653,040 +264%
CH
89
CVS Health
Rhode Island
$23.7M +$23.6M +900,000 New
VDI
90
Vaughan David Investments
Illinois
$23.6M +$91.3K +3,486 +0.4%
Stifel Financial
91
Stifel Financial
Missouri
$23.5M +$455K +17,361 +2%
HCM
92
Hengehold Capital Management
Ohio
$23.2M -$157K -5,997 -0.7%
MSFS
93
Main Street Financial Solutions
Pennsylvania
$23.2M +$1.52M +57,960 +7%
MAM
94
Marquette Asset Management
Minnesota
$23M -$350K -13,353 -2%
Koshinski Asset Management
95
Koshinski Asset Management
Illinois
$23M -$393K -15,006 -2%
AT
96
American Trust
Kentucky
$23M +$6.17M +235,467 +37%
CA
97
Capital Advantage
California
$22.9M -$108K -4,110 -0.5%
SPC
98
Sigma Planning Corp
Michigan
$22.8M +$9.7M +370,392 +74%
Baird Financial Group
99
Baird Financial Group
Wisconsin
$22.8M +$2.25M +86,010 +11%
DP
100
DDD Partners
Washington
$22.5M -$28.6K -1,092 -0.1%