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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
126
Sigma Planning Corp
Michigan
$29.3M +$1.72M +54,192 +6%
CWM
127
Carolina Wealth Management
North Carolina
$28.8M +$28.8M +909,270 New
RIA
128
Regal Investment Advisors
Michigan
$28.7M -$84.9K -2,677 -0.3%
SFA
129
Souders Financial Advisors
Ohio
$28.1M -$5.57M -175,529 -17%
Pathstone Holdings
130
Pathstone Holdings
New Jersey
$27.9M +$42.4K +1,337 +0.2%
Fidelity Investments
131
Fidelity Investments
Massachusetts
$27.8M +$3.59M +113,317 +15%
AFP
132
Ausdal Financial Partners
Iowa
$27.7M -$2.95M -92,875 -10%
CA
133
Capital Advantage
California
$27.7M +$19.1K +603 +0.1%
SA
134
SRH Advisors
Kansas
$27.7M -$235K -7,416 -0.8%
CTC
135
Central Trust Company
Missouri
$27.6M -$620K -19,557 -2%
Corient Private Wealth
136
Corient Private Wealth
Florida
$27.5M -$496K -15,627 -2%
TWM
137
Tradition Wealth Management
Minnesota
$27.2M +$975K +30,739 +4%
AF
138
Advisornet Financial
Minnesota
$27M +$1.42M +44,760 +6%
WFS
139
Walker Financial Services
Kentucky
$26.7M -$1.52M -47,834 -5%
WLIM
140
White Lighthouse Investment Management
Massachusetts
$26.5M +$4.78M +150,648 +22%
DI
141
DAGCO Inc
Ohio
$26.1M +$1.27M +39,927 +5%
LNB
142
Ledyard National Bank
$26.1M +$614K +19,366 +2%
PA
143
PFG Advisors
Arizona
$26M -$8.82M -277,921 -25%
MWM
144
Modern Wealth Management
Kansas
$25.9M +$3.21M +101,134 +14%
JF
145
Joule Financial
Kentucky
$25.8M +$48.4K +1,525 +0.2%
SWP
146
Stratos Wealth Partners
Ohio
$25.6M -$2.27M -71,704 -8%
MAM
147
McCarthy Asset Management
California
$25.5M +$25.6M +805,382 New
TPCW
148
TD Private Client Wealth
New York
$25.1M +$1.64M +51,691 +7%
MOS
149
MGO One Seven
Ohio
$25M +$1.8M +56,823 +8%
WL
150
WIT LLC
District of Columbia
$25M