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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPAM
101
Lodestar Private Asset Management
California
$27.4M +$840K +33,609 +3%
AWM
102
Axxcess Wealth Management
California
$27.4M +$2.45M +97,872 +10%
PRS
103
Pinkerton Retirement Specialists
Idaho
$27.3M +$144K +5,772 +0.5%
NFG
104
Nadler Financial Group
Illinois
$27.1M +$2.48M +99,048 +10%
BPA
105
Beacon Pointe Advisors
California
$27M +$4.42M +176,739 +19%
SIA
106
Soltis Investment Advisors
Utah
$27M +$1.43M +57,159 +5%
PWP
107
Principle Wealth Partners
Connecticut
$26.6M +$1.46M +58,344 +6%
Koshinski Asset Management
108
Koshinski Asset Management
Illinois
$26.5M +$2.53M +101,118 +10%
WWM
109
Windsor Wealth Management
Indiana
$26.1M -$893K -35,706 -3%
MAM
110
McCarthy Asset Management
California
$25.6M -$93.1K -3,723 -0.4%
IAN
111
Integrated Advisors Network
Texas
$25.2M +$9.41M +376,446 +57%
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$25.2M +$229K +9,171 +0.9%
SPIA
113
Steward Partners Investment Advisory
New York
$24.9M +$3.66M +146,490 +17%
LNC
114
Lincoln National Corp
Pennsylvania
$24.6M +$5.37M +214,854 +27%
SHJ
115
Sharkey, Howes & Javer
Colorado
$24.4M -$10.5M -420,270 -30%
LS
116
Leelyn Smith
Illinois
$24.4M +$4.09M +163,776 +20%
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$24.1M -$11.7M -467,868 -32%
FANJ
118
Financial Architects (New Jersey)
New Jersey
$24.1M +$1.19M +47,475 +5%
VDI
119
Vaughan David Investments
Illinois
$24M +$364K +14,562 +1%
RCA
120
Reitz Capital Advisors
Michigan
$23.9M +$272K +10,869 +1%
UCFA
121
United Capital Financial Advisors
Texas
$23.9M +$7.8M +311,796 +47%
TA
122
TruWealth Advisors
Louisiana
$23.9M +$18.5M +740,448 +310%
CRC
123
Curi RMB Capital
Illinois
$23.6M -$410K -16,419 -2%
BFG
124
Berger Financial Group
Minnesota
$23.5M +$5.77M +230,922 +32%
HI
125
Hudock Inc
Pennsylvania
$23.3M +$11.9M +475,968 +99%