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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
101
Concert Wealth Management
California
$1.4M +$88.8K +6,027 +7%
NIC
102
Northwest Investment Counselors
Oregon
$1.31M +$96.6K +6,555 +8%
TYCC
103
Texas Yale Capital Corp
Florida
$1.29M +$1.02M +69,498 +396%
MAS
104
Madden Advisory Services
Florida
$1.28M -$70.3K -4,767 -5%
AIP
105
Almanack Investment Partners
Pennsylvania
$1.17M +$109K +7,395 +10%
SFG
106
StrategIQ Financial Group
Indiana
$1.17M -$8.36K -567 -0.7%
SCM
107
Silver Capital Management
New York
$1.12M +$1.11M +75,450 New
BFPW
108
BOK Financial Private Wealth
Colorado
$1.1M -$6.99K -474 -0.6%
VCAM
109
Van Cleef Asset Management
Ohio
$1.08M -$14.2K -960 -1%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$1.07M +$908K +61,623 +603%
LNB
111
Ledyard National Bank
$1.06M – – –
DG
112
Davidson & Garrard
Virginia
$1.05M -$114K -7,731 -10%
IWMPD
113
Integrated Wealth Management (Palm Desert)
California
$1.03M +$347K +23,520 +51%
PWSG
114
Pacific Wealth Strategies Group
California
$1.03M +$580K +39,330 +130%
KWM
115
Kingsview Wealth Management
Oregon
$1.03M +$1.02M +69,369 New
CIA
116
Capital Investment Advisors
Georgia
$1.03M +$7.16K +486 +0.7%
Luther King Capital Management (LKCM)
117
Luther King Capital Management (LKCM)
Texas
$1.01M +$7.34K +498 +0.7%
SFG
118
Sage Financial Group
Pennsylvania
$991K +$102K +6,900 +12%
RCG
119
Ruggie Capital Group
Florida
$987K -$74.7K -5,070 -7%
BCMO
120
Buckingham Capital Management (Ohio)
Ohio
$936K -$20K -1,356 -2%
EAM
121
Evanson Asset Management
California
$900K +$54.3K +3,681 +6%
AF
122
Aldebaran Financial
$865K +$354 +24 +0%
ADL
123
Asset Dedication LLC
California
$852K -$42.5K -2,886 -5%
LCM
124
Liberty Capital Management
Michigan
$829K +$21.6K +1,467 +3%
MWP
125
MYCIO Wealth Partners
Pennsylvania
$810K +$5.22K +354 +0.7%