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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SVWA
76
Sarver Vrooman Wealth Advisors
Missouri
$46M +$45.8M +1,643,805 New
AWC
77
Adamsbrown Wealth Consultants
Kansas
$44.9M +$2.06M +73,896 +5%
BF
78
BOK Financial
Oklahoma
$44.9M +$3.36M +120,465 +8%
WA
79
Waverly Advisors
Alabama
$44.6M +$3.2M +114,785 +8%
SAM
80
Securian Asset Management
Minnesota
$44.2M
RWP
81
Reliant Wealth Planning
Kentucky
$44.2M -$113K -4,043 -0.3%
BFS
82
Burkett Financial Services
South Carolina
$44.2M +$1.06M +38,030 +2%
PA
83
Pinnacle Associates
New York
$43.9M -$15.8M -568,005 -27%
AIA
84
Allied Investment Advisors
Montana
$42.8M +$2.13M +76,370 +5%
HWM
85
HB Wealth Management
Georgia
$42.6M +$2.42M +86,824 +6%
GRR
86
Golden Reserve Retirement
Ohio
$42.2M +$42M +1,508,128 New
William Blair & Company
87
William Blair & Company
Illinois
$42.1M +$2.49M +89,224 +6%
NQWM
88
Northwest Quadrant Wealth Management
Oregon
$41.9M +$8.62M +309,252 +26%
Focus Partners Wealth
89
Focus Partners Wealth
Massachusetts
$41.6M +$800K +28,688 +2%
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$41.5M +$1.36M +48,963 +3%
MWA
91
MFA Wealth Advisors
Pennsylvania
$41.5M +$150K +5,364 +0.4%
CTC
92
Central Trust Company
Missouri
$41.4M -$2.58M -92,542 -6%
WAP
93
Wealthcare Advisory Partners
Pennsylvania
$41M +$1.62M +58,174 +4%
FPAS
94
Focus Partners Advisor Solutions
Missouri
$40.8M -$58.5K -2,099 -0.1%
EA
95
Evergreen Advisors
Tennessee
$40.3M -$136K -4,889 -0.3%
RCM
96
Richardson Capital Management
Wisconsin
$40.1M +$1.08M +38,737 +3%
WFS
97
Walker Financial Services
Kentucky
$39.4M +$2.8M +100,381 +8%
PCM
98
Presidio Capital Management
California
$39M +$9.59M +343,887 +33%
AWS
99
Atria Wealth Solutions
New York
$38.1M -$79.9K -2,868 -0.2%
AF
100
Apexium Financial
Texas
$37.9M +$1.24M +44,413 +3%