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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
101
Financial Architects (New Jersey)
New Jersey
$6.28M +$3M +177,354 +95%
SWM
102
SVA Wealth Management
Wisconsin
$5.94M +$463K +27,423 +9%
V
103
Veritable
Delaware
$5.91M +$258K +15,270 +5%
AF
104
Advisornet Financial
Minnesota
$5.74M +$3.29M +195,099 +142%
NB
105
NBT Bank
New York
$5.67M +$424K +25,107 +8%
PP
106
Paloma Partners
Connecticut
$5.61M +$5.49M +325,098 New
FI
107
FormulaFolio Investments
Michigan
$5.33M +$866K +51,255 +20%
LPT
108
Legacy Private Trust
Wisconsin
$5.3M -$129K -7,611 -2%
DP
109
Denver PWM
Colorado
$5.3M +$253K +14,952 +5%
CWM
110
CCG Wealth Management
California
$5.26M -$428K -25,341 -8%
CFS
111
CRA Financial Services
New Jersey
$5.24M +$337K +19,938 +7%
CWC
112
Carolinas Wealth Consulting
North Carolina
$5.07M +$3.96M +234,702 +398%
Baird Financial Group
113
Baird Financial Group
Wisconsin
$5.01M +$50.9K +3,015 +1%
MWA
114
MFA Wealth Advisors
Pennsylvania
$4.93M +$4.82M +285,624 New
HCP
115
Holt Capital Partners
Texas
$4.86M +$10.1K +600 +0.2%
SFG
116
SevenBridge Financial Group
Pennsylvania
$4.81M +$206K +12,210 +5%
PD
117
Planning Directions
Pennsylvania
$4.76M +$4.66M +275,922 New
PIMG
118
Patriot Investment Management Group
Tennessee
$4.71M +$73.5K +4,350 +2%
RG
119
Retirement Group
California
$4.66M +$4.57M +270,399 New
Truist Financial
120
Truist Financial
North Carolina
$4.65M +$116K +6,897 +3%
SAM
121
Smithbridge Asset Management
Pennsylvania
$4.61M +$70.9K +4,200 +2%
SSWM
122
Sheets Smith Wealth Management
North Carolina
$4.57M -$168K -9,975 -4%
JMPWA
123
JP Morgan Private Wealth Advisors
California
$4.54M +$422K +24,963 +10%
FCI
124
Financial Counselors Inc
Kansas
$4.48M +$4.39M +259,926 New
AssetMark Inc
125
AssetMark Inc
California
$4.47M -$903K -53,499 -17%