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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LS
101
Leelyn Smith
Illinois
$37.9M +$1.69M +60,565 +5%
SFG
102
Sunburst Financial Group
Alabama
$37.5M +$786K +28,192 +2%
NRI
103
NFP Retirement Inc
California
$37.2M +$2.38M +85,225 +7%
BPA
104
Beacon Pointe Advisors
California
$36.6M -$2.88M -103,372 -7%
VVP
105
Venture Visionary Partners
Ohio
$36.1M +$3.14M +112,715 +10%
AssetMark Inc
106
AssetMark Inc
California
$35.8M +$1.99M +71,476 +6%
PD
107
Planning Directions
Pennsylvania
$35.8M +$3.31M +118,878 +10%
NFW
108
Noble Family Wealth
Florida
$35.5M +$1.89M +67,741 +6%
CWM
109
Cedar Wealth Management
California
$35.4M +$268K +9,610 +0.8%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$34.8M +$5.77M +207,013 +20%
SCM
111
Steele Capital Management
Iowa
$34.2M -$26.9K -966 -0.1%
FFS
112
Founders Financial Securities
Maryland
$34M +$863K +30,959 +2%
Two Sigma Investments
113
Two Sigma Investments
New York
$33.8M +$33.7M +1,207,941 New
VDI
114
Vaughan David Investments
Illinois
$33.7M -$120K -4,288 -0.4%
WAM
115
WFA Asset Management
Wisconsin
$33.6M -$13.5M -484,728 -54%
PCG
116
Prosperity Consulting Group
Maryland
$33.2M +$2.99M +107,249 +10%
SIM
117
Stratos Investment Management
Ohio
$33.2M +$8.52M +305,532 +35%
LPAM
118
Lodestar Private Asset Management
California
$33.2M +$1.2M +42,978 +4%
BCM
119
Brookstone Capital Management
Illinois
$32M +$18.6M +668,645 +141%
CFS
120
CRA Financial Services
New Jersey
$31.6M +$1.68M +60,274 +6%
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$31.2M +$1.13M +40,671 +4%
HI
122
Horizon Investments
North Carolina
$31.1M -$702K -25,190 -2%
NFG
123
Nadler Financial Group
Illinois
$30.8M +$115K +4,143 +0.4%
KBFS
124
Kohmann Bosshard Financial Services
Ohio
$30.7M -$577K -20,692 -2%
AFP
125
Ausdal Financial Partners
Iowa
$30.5M +$1.57M +56,357 +5%