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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LS
101
Leelyn Smith
Illinois
$35.4M +$1.06M +37,442 +3%
FFS
102
Founders Financial Securities
Maryland
$35.2M +$1.26M +44,400 +4%
CWM
103
Cedar Wealth Management
California
$34.3M -$3.79M -133,375 -10%
NRI
104
NFP Retirement Inc
California
$34.1M +$1.54M +54,260 +5%
SCM
105
Steele Capital Management
Iowa
$33.4M -$215K -7,563 -0.6%
AssetMark Inc
106
AssetMark Inc
California
$33.1M -$140K -4,917 -0.4%
VDI
107
Vaughan David Investments
Illinois
$33M +$1.05M +36,814 +3%
NFW
108
Noble Family Wealth
Florida
$32.7M +$1.67M +58,674 +5%
NQWM
109
Northwest Quadrant Wealth Management
Oregon
$32.5M +$1.39M +49,039 +4%
VVP
110
Venture Visionary Partners
Ohio
$32.2M -$2.39M -83,946 -7%
PD
111
Planning Directions
Pennsylvania
$31.7M +$1.68M +59,067 +5%
LPAM
112
Lodestar Private Asset Management
California
$31.2M +$875K +30,766 +3%
HI
113
Horizon Investments
North Carolina
$31.1M +$1.45M +50,997 +5%
SCI
114
Silver Coast Investments
United States
$30.9M -$3.1M -109,173 -9%
KBFS
115
Kohmann Bosshard Financial Services
Ohio
$30.5M -$1.43M -50,345 -4%
NFG
116
Nadler Financial Group
Illinois
$30M +$787K +27,695 +3%
CL
117
Choreo LLC
Illinois
$29.8M +$18.1M +637,227 +140%
ACA
118
Aspire Capital Advisors
Washington
$29.8M +$1.34M +47,118 +5%
AFA
119
American Financial Advisors
Georgia
$29.6M +$201K +7,057 +0.7%
BMWS
120
Brady Martz Wealth Solutions
North Dakota
$29.5M +$30.5M +1,073,750 New
PCG
121
Prosperity Consulting Group
Maryland
$29.5M +$1.4M +49,214 +5%
HI
122
Hudock Inc
Pennsylvania
$29.5M -$81.6K -2,869 -0.3%
DFG
123
Demars Financial Group
Washington
$29.5M +$22M +774,605 +2,536%
IAN
124
Integrated Advisors Network
Texas
$29.3M +$2.03M +71,388 +7%
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$29.3M +$2M +70,440 +7%