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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JJBC
101
James J. Burns & Company
New York
$27.5M +$10.9M +434,667 +63%
LPAM
102
Lodestar Private Asset Management
California
$27.4M +$840K +33,609 +3%
AWM
103
Axxcess Wealth Management
California
$27.4M +$2.45M +97,872 +10%
PRS
104
Pinkerton Retirement Specialists
Idaho
$27.3M +$144K +5,772 +0.5%
NFG
105
Nadler Financial Group
Illinois
$27.1M +$2.48M +99,048 +10%
BPA
106
Beacon Pointe Advisors
California
$27M +$4.42M +176,739 +19%
SIA
107
Soltis Investment Advisors
Utah
$27M +$1.43M +57,159 +5%
PWP
108
Principle Wealth Partners
Connecticut
$26.6M +$1.46M +58,344 +6%
Koshinski Asset Management
109
Koshinski Asset Management
Illinois
$26.5M +$2.53M +101,118 +10%
WWM
110
Windsor Wealth Management
Indiana
$26.1M -$893K -35,706 -3%
MAM
111
McCarthy Asset Management
California
$25.6M -$93.1K -3,723 -0.4%
IAN
112
Integrated Advisors Network
Texas
$25.2M +$9.41M +376,446 +57%
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$25.2M +$229K +9,171 +0.9%
SPIA
114
Steward Partners Investment Advisory
New York
$24.9M +$3.66M +146,490 +17%
LNC
115
Lincoln National Corp
Pennsylvania
$24.6M +$5.37M +214,854 +27%
SHJ
116
Sharkey, Howes & Javer
Colorado
$24.4M -$10.5M -420,270 -30%
LS
117
Leelyn Smith
Illinois
$24.4M +$4.09M +163,776 +20%
Mercer Global Advisors
118
Mercer Global Advisors
Colorado
$24.1M -$11.7M -467,868 -32%
FANJ
119
Financial Architects (New Jersey)
New Jersey
$24.1M +$1.19M +47,475 +5%
VDI
120
Vaughan David Investments
Illinois
$24M +$364K +14,562 +1%
RCA
121
Reitz Capital Advisors
Michigan
$23.9M +$272K +10,869 +1%
UCFA
122
United Capital Financial Advisors
Texas
$23.9M +$7.8M +311,796 +47%
TA
123
TruWealth Advisors
Louisiana
$23.9M +$18.5M +740,448 +310%
CRC
124
Curi RMB Capital
Illinois
$23.6M -$410K -16,419 -2%
BFG
125
Berger Financial Group
Minnesota
$23.5M +$5.77M +230,922 +32%