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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PD
126
Planning Directions
Pennsylvania
$7.1M +$441K +21,765 +7%
SIA
127
Soltis Investment Advisors
Utah
$7.05M -$1.01M -50,022 -13%
NFG
128
NewFocus Financial Group
Washington
$7M +$979K +48,300 +17%
SWM
129
SVA Wealth Management
Wisconsin
$6.99M -$850K -41,919 -11%
DFA
130
DHJJ Financial Advisors
Illinois
$6.95M +$6.59M +325,032 New
AWS
131
AJ Wealth Strategies
New York
$6.83M +$990K +48,819 +18%
BI
132
Berkeley Inc
Idaho
$6.7M +$6.35M +313,284 New
PAG
133
Private Advisor Group
New Jersey
$6.66M +$660K +32,568 +12%
SPC
134
Sigma Planning Corp
Michigan
$6.51M +$387K +19,062 +7%
CWM
135
CCG Wealth Management
California
$6.48M +$521K +25,674 +9%
SFG
136
SevenBridge Financial Group
Pennsylvania
$6.37M +$178K +8,799 +3%
CL
137
COWA LLC
Oklahoma
$6.2M +$5.72M +282,306 New
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$6.17M +$5.85M +288,588 New
HCP
139
Holt Capital Partners
Texas
$6.09M +$41.4K +2,040 +0.7%
FCA
140
FLC Capital Advisors
California
$6.08M -$46.9K -2,313 -0.8%
MWA
141
MFA Wealth Advisors
Pennsylvania
$6.03M +$23.3K +1,149 +0.4%
V
142
Veritable
Delaware
$5.98M – – –
Baird Financial Group
143
Baird Financial Group
Wisconsin
$5.97M +$2.07K +102 +0%
SAM
144
Smithbridge Asset Management
Pennsylvania
$5.89M -$57.4K -2,829 -1%
RG
145
Retirement Group
California
$5.86M +$119K +5,868 +2%
HSA
146
HBK Sorce Advisory
Pennsylvania
$5.85M +$677K +33,405 +14%
GSIS
147
Global Strategic Investment Solutions
Arizona
$5.83M +$132K +6,501 +2%
RC
148
RegentAtlantic Capital
New Jersey
$5.78M +$4.42M +217,956 +417%
LPT
149
Legacy Private Trust
Wisconsin
$5.78M -$124K -6,108 -2%
LGA
150
Lebenthal Global Advisors
New York
$5.74M +$5.45M +268,644 New