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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
101
Main Street Financial Solutions
Pennsylvania
$27.8M +$1.54M +62,568 +6%
MAM
102
Marquette Asset Management
Minnesota
$27.6M +$980K +39,705 +4%
LPAM
103
Lodestar Private Asset Management
California
$27.5M +$26.9M +1,091,715 New
FT
104
Fiduciary Trust
Massachusetts
$27.2M +$878K +35,565 +3%
MAM
105
McCarthy Asset Management
California
$26.6M +$51.8K +2,097 +0.2%
SIA
106
Soltis Investment Advisors
Utah
$26.4M +$5.97M +241,785 +30%
AWC
107
Adamsbrown Wealth Consultants
Kansas
$26.2M +$3.37M +136,608 +15%
PWP
108
Principle Wealth Partners
Connecticut
$26M +$15.1M +613,329 +146%
AWM
109
Axxcess Wealth Management
California
$25.9M -$998K -40,437 -4%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$25.7M -$3.08M -124,629 -11%
SFA
111
Souders Financial Advisors
Ohio
$25.6M +$797K +32,271 +3%
NFG
112
Nadler Financial Group
Illinois
$25.5M +$9.58M +387,939 +62%
Koshinski Asset Management
113
Koshinski Asset Management
Illinois
$24.9M +$576K +23,343 +2%
CRC
114
Curi RMB Capital
Illinois
$24.7M -$996K -40,344 -4%
VDI
115
Vaughan David Investments
Illinois
$24.5M +$1.05M +42,714 +5%
RCA
116
Reitz Capital Advisors
Michigan
$24.4M +$826K +33,477 +4%
CG
117
Colony Group
Massachusetts
$24.3M -$223K -9,054 -0.9%
SA
118
Stewardship Advisors
Pennsylvania
$24.3M -$151K -6,102 -0.6%
FANJ
119
Financial Architects (New Jersey)
New Jersey
$23.7M +$755K +30,606 +3%
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$23.6M +$953K +38,622 +4%
MAG
121
Members Advisory Group
New York
$23.5M -$24.2K -981 -0.1%
IA
122
IAM Advisory
Pennsylvania
$23.4M -$271K -10,986 -1%
BPA
123
Beacon Pointe Advisors
California
$23.4M +$326K +13,194 +1%
LIM
124
Leavell Investment Management
Alabama
$23M -$206K -8,331 -0.9%
EWA
125
EP Wealth Advisors
California
$22.9M +$5.07M +205,398 +29%