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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
76
Sigma Planning Corp
Michigan
$35.6M +$6.77M +270,765 +23%
WF
77
Whelan Financial
California
$35.6M +$692K +27,672 +2%
MAM
78
Marquette Asset Management
Minnesota
$35.5M +$9M +360,132 +33%
SIG
79
Spinnaker Investment Group
California
$34.5M +$1.29M +51,471 +4%
SL
80
Systelligence LLC
Minnesota
$34.3M +$760K +30,399 +2%
NA
81
NewEdge Advisors
Louisiana
$34.2M +$2.39M +95,589 +7%
KWA
82
Kellett Wealth Advisors
Ohio
$33.4M +$303K +12,138 +0.9%
WMS
83
Wealth Management Solutions
Pennsylvania
$33.1M +$5.84M +233,769 +21%
BC
84
Brio Consultants
California
$33.1M +$2.58M +103,029 +8%
ETS
85
ESL Trust Services
New York
$33M +$211K +8,439 +0.6%
CIBC Private Wealth Group
86
CIBC Private Wealth Group
Georgia
$32.7M -$438K -17,511 -3%
MIA
87
Milestone Investment Advisors
Wisconsin
$32.7M +$921K +36,834 +3%
SIS
88
Strategic Investment Solutions
Illinois
$32.3M +$923K +36,909 +3%
SFG
89
Sunburst Financial Group
Alabama
$32.3M +$530K +21,198 +2%
SCA
90
Scott Capital Advisors
Oregon
$31.5M +$586K +23,433 +2%
WAM
91
WFA Asset Management
Wisconsin
$31M +$854K +34,173 +3%
TWM
92
Tradition Wealth Management
Minnesota
$30.7M +$225K +8,997 +0.7%
JFA
93
JNBA Financial Advisors
Minnesota
$29.9M +$480K +19,185 +2%
RWP
94
Reliant Wealth Planning
Kentucky
$29.7M -$268K -10,734 -0.9%
IWC
95
Integrated Wealth Concepts
Massachusetts
$29.5M +$9.58M +383,052 +46%
EA
96
Evergreen Advisors
Tennessee
$29M +$1.12M +44,721 +4%
RA
97
RFG Advisory
Alabama
$28.8M +$586K +23,451 +2%
AWC
98
Adamsbrown Wealth Consultants
Kansas
$28.6M +$3.35M +134,055 +13%
MSFS
99
Main Street Financial Solutions
Pennsylvania
$27.7M +$787K +31,476 +3%
CWM
100
Cedar Wealth Management
California
$27.6M +$6.74M +269,712 +31%