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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WF
76
Whelan Financial
California
$42.3M -$437K -16,908 -1%
PWP
77
Principle Wealth Partners
Connecticut
$42.3M +$4.59M +177,582 +13%
SIG
78
Spinnaker Investment Group
California
$41.8M +$645K +24,981 +2%
LFS
79
Legacy Financial Strategies
Kansas
$41.4M +$1.05M +40,653 +3%
SCA
80
Scott Capital Advisors
Oregon
$40.7M +$1.21M +46,824 +3%
HWM
81
HB Wealth Management
Georgia
$40.4M -$868K -33,615 -2%
BFS
82
Burkett Financial Services
South Carolina
$39.9M +$852K +32,991 +2%
JFA
83
JNBA Financial Advisors
Minnesota
$39.6M +$1.9M +73,413 +5%
JWM
84
Janiczek Wealth Management
Colorado
$38.8M -$262K -10,134 -0.7%
BPA
85
Beacon Pointe Advisors
California
$38.7M +$1.48M +57,291 +4%
TLFA
86
True Link Financial Advisors
California
$37.6M +$3.39M +131,064 +10%
AWC
87
Adamsbrown Wealth Consultants
Kansas
$37.4M +$2.78M +107,487 +8%
DWM
88
Dechtman Wealth Management
Colorado
$37.1M -$7.67M -296,997 -18%
MSFS
89
Main Street Financial Solutions
Pennsylvania
$36.9M +$2.38M +92,142 +7%
CWM
90
Cedar Wealth Management
California
$36.4M +$2.42M +93,858 +7%
WAP
91
Wealthcare Advisory Partners
Pennsylvania
$35.8M +$1.06M +41,019 +3%
SCM
92
Steele Capital Management
Iowa
$35.3M +$1.53M +59,232 +5%
AWS
93
Atria Wealth Solutions
New York
$35.2M -$4.03M -156,066 -11%
RCM
94
Richardson Capital Management
Wisconsin
$35M +$33.6M +1,299,840 +234,205%
EA
95
Evergreen Advisors
Tennessee
$34.6M +$607K +23,490 +2%
SFG
96
Sunburst Financial Group
Alabama
$34.2M -$1.6M -61,983 -5%
VVP
97
Venture Visionary Partners
Ohio
$33.9M +$1.61M +62,448 +5%
FFS
98
Founders Financial Securities
Maryland
$33.7M -$4.98M -192,768 -13%
WAM
99
WFA Asset Management
Wisconsin
$33.6M -$2.21M -85,665 -6%
Charles Schwab
100
Charles Schwab
California
$33.6M -$1.5M -57,990 -4%