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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NQWM
76
Northwest Quadrant Wealth Management
Oregon
$43.4M +$1.8M +66,143 +4%
SAM
77
Securian Asset Management
Minnesota
$43.2M
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$42.9M -$1.76M -64,543 -4%
WAP
79
Wealthcare Advisory Partners
Pennsylvania
$42.7M +$2.31M +84,781 +6%
EH
80
Equitable Holdings
New York
$42.1M -$9.78M -358,310 -19%
Focus Partners Wealth
81
Focus Partners Wealth
Massachusetts
$41.6M +$307K +11,258 +0.7%
AF
82
Apexium Financial
Texas
$41.5M +$1.72M +63,056 +4%
HWM
83
HB Wealth Management
Georgia
$40.9M +$1.56M +57,181 +4%
PA
84
Pinnacle Associates
New York
$40.3M -$1.41M -51,757 -3%
LS
85
Leelyn Smith
Illinois
$40.1M +$1.24M +45,292 +3%
CWM
86
Cedar Wealth Management
California
$39.5M +$4.37M +160,249 +12%
AFA
87
American Financial Advisors
Georgia
$38.1M +$8.53M +312,597 +29%
ACA
88
Aptus Capital Advisors
Alabama
$37.7M -$26.3M -965,158 -41%
NFW
89
Noble Family Wealth
Florida
$37.4M +$2.19M +80,325 +6%
PD
90
Planning Directions
Pennsylvania
$37.2M +$1.49M +54,458 +4%
CL
91
Choreo LLC
Illinois
$37.2M +$866K +31,737 +2%
SI
92
Stephens Inc
Arkansas
$36.2M +$177K +6,477 +0.5%
FPAS
93
Focus Partners Advisor Solutions
Missouri
$36.2M +$1.33M +48,719 +4%
FWM
94
ForthRight Wealth Management
Georgia
$34.4M +$1.46M +53,471 +4%
LPAM
95
Lodestar Private Asset Management
California
$33.5M +$1.47M +53,862 +5%
CFS
96
CRA Financial Services
New Jersey
$33M +$286K +10,496 +0.9%
William Blair & Company
97
William Blair & Company
Illinois
$33M -$7.49M -274,500 -19%
VDI
98
Vaughan David Investments
Illinois
$32.9M +$96K +3,518 +0.3%
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$32.8M +$1.72M +62,892 +6%
CFP
100
Curran Financial Partners
South Carolina
$32.7M +$3.1M +113,507 +10%