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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BF
101
BOK Financial
Oklahoma
$33.4M -$25M -968,292 -44%
EH
102
Equitable Holdings
New York
$32.5M +$4.02M +155,580 +15%
CPG
103
Cornerstone Planning Group
New Jersey
$32.1M +$2.11M +81,576 +7%
VFG
104
Victory Financial Group
Texas
$31.8M +$6.93M +268,428 +29%
NA
105
NewEdge Advisors
Louisiana
$31.7M +$2.59M +100,257 +9%
WA
106
Waverly Advisors
Alabama
$31.5M +$22.5M +872,376 +291%
TA
107
TruWealth Advisors
Louisiana
$31.3M +$576K +22,314 +2%
LS
108
Leelyn Smith
Illinois
$31.3M +$1.02M +39,417 +4%
Qube Research & Technologies (QRT)
109
Qube Research & Technologies (QRT)
United Kingdom
$31.3M -$3.1M -119,967 -9%
SCI
110
Silver Coast Investments
United States
$31.2M +$984K +38,070 +3%
SPC
111
Sigma Planning Corp
Michigan
$30.8M +$17.2M +664,644 +138%
VDI
112
Vaughan David Investments
Illinois
$30.3M +$543K +21,015 +2%
RW
113
Regimen Wealth
Georgia
$29.2M +$525K +20,334 +2%
HCM
114
Hengehold Capital Management
Ohio
$28.8M +$158K +6,132 +0.6%
NFG
115
Nadler Financial Group
Illinois
$28.8M -$440K -17,022 -2%
NRI
116
NFP Retirement Inc
California
$28.7M -$2.77M -107,184 -9%
HI
117
Hudock Inc
Pennsylvania
$28.7M +$870K +33,666 +3%
LPAM
118
Lodestar Private Asset Management
California
$28.6M +$699K +27,054 +3%
NQWM
119
Northwest Quadrant Wealth Management
Oregon
$28.6M +$1.5M +57,978 +6%
NFW
120
Noble Family Wealth
Florida
$28M +$722K +27,966 +3%
AFA
121
American Financial Advisors
Georgia
$27.8M +$550K +21,273 +2%
AAS
122
Asset Allocation Strategies
Michigan
$27.6M +$695K +26,919 +3%
IWC
123
Integrated Wealth Concepts
Massachusetts
$27.5M -$1.45M -56,058 -5%
HI
124
Horizon Investments
North Carolina
$27.1M -$4.48M -173,298 -15%
PD
125
Planning Directions
Pennsylvania
$27M +$2.04M +78,939 +9%