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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFWC
126
Strategic Family Wealth Counselors
New Jersey
$3.59M +$496K +27,624 +13%
JMPWA
127
JP Morgan Private Wealth Advisors
California
$3.57M -$9.95M -554,043 -70%
CCP
128
Cardan Capital Partners
Colorado
$3.52M -$1.53M -85,356 -27%
Brown Advisory
129
Brown Advisory
Maryland
$3.49M -$250K -13,944 -6%
GSIS
130
Global Strategic Investment Solutions
Arizona
$3.47M +$3.46M +192,846 +498%
AWS
131
AJ Wealth Strategies
New York
$3.46M -$1M -55,842 -19%
NIC
132
Northwest Investment Counselors
Oregon
$3.45M +$664K +36,966 +19%
ST
133
Smithfield Trust
Pennsylvania
$3.45M -$733K -40,815 -15%
TCM
134
Towercrest Capital Management
Pennsylvania
$3.45M +$3.06M +170,205 +285%
AWMG
135
Alliance Wealth Management Group
New Jersey
$3.45M +$3.06M +170,208 +285%
RDWM
136
Red Door Wealth Management
Tennessee
$3.41M -$46K -2,565 -1%
JWS
137
Juncture Wealth Strategies
Arizona
$3.37M +$1.18M +65,586 +41%
RJA
138
Raymond James & Associates
Florida
$3.35M +$2.02M +112,593 +102%
AOWM
139
Alpha Omega Wealth Management
Virginia
$3.34M -$141K -7,857 -3%
PCM
140
Pennsylvania Capital Management
Pennsylvania
$3.27M -$261K -14,538 -6%
BWM
141
BerganKDV Wealth Management
Minnesota
$3.27M +$838K +46,674 +27%
Creative Planning
142
Creative Planning
Kansas
$3.26M +$1.27M +70,848 +48%
AAP
143
Arax Advisory Partners
Colorado
$3.25M +$3.86M +214,983 +14,685%
NFG
144
Noven Financial Group
Colorado
$3.22M -$309K -17,229 -7%
TW
145
TrinityPoint Wealth
Connecticut
$3.18M +$3.81M +212,115 New
SPC
146
Sigma Planning Corp
Michigan
$3.18M +$638K +35,556 +20%
BWM
147
Benchmark Wealth Management
Connecticut
$3.13M -$60.6K -3,375 -2%
SFG
148
SNS Financial Group
Minnesota
$3.1M +$227K +12,669 +7%
DBRC
149
D.B. Root & Company
Pennsylvania
$3.07M -$118K -6,570 -3%
IA
150
IFP Advisors
Florida
$3.02M -$51.4K -2,862 -1%