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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPT
101
Legacy Private Trust
Wisconsin
$6.05M -$42K -2,244 -0.7%
Baird Financial Group
102
Baird Financial Group
Wisconsin
$5.89M +$765K +40,830 +15%
BC
103
Burleson & Co
California
$5.72M +$1.94M +103,602 +56%
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$5.7M +$962K +51,333 +21%
AWS
105
AJ Wealth Strategies
New York
$5.53M +$82.4K +4,401 +2%
LA
106
LVW Advisors
New York
$5.51M +$1.21M +64,677 +29%
NB
107
NBT Bank
New York
$5.46M +$222K +11,829 +4%
HCP
108
Holt Capital Partners
Texas
$5.45M +$51.1K +2,730 +1%
SIA
109
Soltis Investment Advisors
Utah
$5.36M +$5.2M +277,455 New
SHJ
110
Sharkey, Howes & Javer
Colorado
$5.28M -$129K -6,897 -2%
ST
111
Smithfield Trust
Pennsylvania
$5.23M -$8.94K -477 -0.2%
CFS
112
CRA Financial Services
New Jersey
$5.2M +$142K +7,560 +3%
PIMG
113
Patriot Investment Management Group
Tennessee
$5.13M -$18.6K -993 -0.4%
MCA
114
Magnolia Capital Advisors
Mississippi
$5.09M +$4.94M +263,787 New
PAG
115
Private Advisor Group
New Jersey
$5M +$645K +34,449 +15%
SAM
116
Smithbridge Asset Management
Pennsylvania
$4.88M +$143K +7,644 +3%
SFG
117
Sunburst Financial Group
Alabama
$4.87M +$4.73M +252,465 New
FAAS
118
First Allied Advisory Services
California
$4.87M +$327K +17,454 +7%
CAG
119
Curtis Advisory Group
California
$4.81M +$4.67M +249,306 New
RG
120
Retirement Group
California
$4.76M +$4.62M +246,726 New
Brown Advisory
121
Brown Advisory
Maryland
$4.76M +$180K +9,630 +4%
PCM
122
Pennsylvania Capital Management
Pennsylvania
$4.56M +$4.43M +236,307 New
BWM
123
Baystate Wealth Management
Massachusetts
$4.56M -$23.8K -1,272 -0.5%
OIA
124
OneDigital Investment Advisors
Kansas
$4.53M +$54.2K +2,892 +1%
IAN
125
Integrated Advisors Network
Texas
$4.5M +$4.37M +233,127 New