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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPT
126
Legacy Private Trust
Wisconsin
$5.09M -$573K -31,164 -10%
PA
127
Planning Alternatives
Michigan
$5.03M -$6.45M -350,325 -56%
PIMG
128
Patriot Investment Management Group
Tennessee
$5.02M -$10.5K -570 -0.2%
AWS
129
AJ Wealth Strategies
New York
$4.99M +$734K +39,876 +17%
SBL
130
Sargent Bickham Lagudis
Colorado
$4.95M +$1.99M +108,180 +68%
RG
131
Retirement Group
California
$4.94M -$46.9K -2,547 -0.9%
GSIS
132
Global Strategic Investment Solutions
Arizona
$4.9M +$171K +9,288 +4%
JMPWA
133
JP Morgan Private Wealth Advisors
California
$4.75M -$97.9K -5,322 -2%
TW
134
TrinityPoint Wealth
Connecticut
$4.73M +$89.2K +4,848 +2%
GB
135
Gunma Bank
Japan
$4.73M +$4.72M +256,500 New
SFWC
136
Strategic Family Wealth Counselors
New Jersey
$4.58M +$178K +9,699 +4%
EVC
137
Eidelman Virant Capital
Missouri
$4.47M -$2.44M -132,705 -35%
SSWM
138
Sheets Smith Wealth Management
North Carolina
$4.45M -$432K -23,499 -9%
HSA
139
HBK Sorce Advisory
Pennsylvania
$4.43M +$182K +9,864 +4%
NIC
140
Northwest Investment Counselors
Oregon
$4.42M +$291K +15,801 +7%
GLLW
141
Graves Light Lenhart Wealth
Virginia
$4.32M +$358K +19,461 +9%
MCA
142
Magnolia Capital Advisors
Mississippi
$4.25M +$800K +43,455 +23%
CWM
143
Cedar Wealth Management
California
$4.17M -$75.7K -4,113 -2%
JWS
144
Juncture Wealth Strategies
Arizona
$4.15M +$332K +18,033 +9%
PA
145
PFG Advisors
Arizona
$4.07M +$166K +9,015 +4%
MAG
146
Mayfair Advisory Group
Alabama
$4.07M +$80.5K +4,374 +2%
ST
147
Smithfield Trust
Pennsylvania
$3.98M -$138K -7,506 -3%
AOWM
148
Alpha Omega Wealth Management
Virginia
$3.98M +$36K +1,956 +0.9%
MCCP
149
Mission Creek Capital Partners
California
$3.94M +$53.9K +2,928 +1%
Thrivent Financial for Lutherans
150
Thrivent Financial for Lutherans
Minnesota
$3.92M +$306K +16,629 New