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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
126
Northeast Financial Group
Pennsylvania
$11M -$1.6M -63,540 -13%
BDWCC
127
B&D White Capital Company
Texas
$11M +$11M +436,734 New
CMP
128
Courage Miller Partners
Virginia
$10.5M +$31.4K +1,242 +0.3%
WAG
129
Winthrop Advisory Group
Massachusetts
$10.4M +$15.5K +612 +0.1%
BCM
130
Brookstone Capital Management
Illinois
$10.4M +$10.4M +410,334 New
CST
131
Charles Schwab Trust
Nevada
$10.3M -$723K -28,617 -7%
MWA
132
MFA Wealth Advisors
Pennsylvania
$10.3M +$1.91M +75,570 +23%
CAG
133
Csenge Advisory Group
Florida
$10.2M +$2.6M +102,960 +34%
FCAS
134
First Command Advisory Services
Texas
$10.2M -$1.07M -42,408 -9%
AF
135
Advisornet Financial
Minnesota
$10.2M +$68.8K +2,724 +0.7%
SPC
136
Sigma Planning Corp
Michigan
$10M +$675K +26,721 +7%
FT
137
Fiduciary Trust
Massachusetts
$9.92M +$1.5M +59,271 +18%
FFWA
138
FRG Family Wealth Advisors
Washington
$9.85M +$807K +31,965 +9%
RIA
139
Regal Investment Advisors
Michigan
$9.79M +$503K +19,923 +5%
SPIA
140
Steward Partners Investment Advisory
New York
$9.56M +$5.09M +201,480 +113%
PA
141
PFG Advisors
Arizona
$9.54M +$1.58M +62,715 +20%
APA
142
American Portfolios Advisors
New York
$9.52M -$968K -38,334 -9%
PSIWM
143
Paradigm Strategies in Wealth Management
Minnesota
$9.52M -$73.5K -2,913 -0.8%
PAS
144
Park Avenue Securities
New York
$9.4M +$4.77M +188,757 +102%
BC
145
Burleson & Co
California
$9.1M +$374K +14,811 +4%
ICM
146
Islay Capital Management
Texas
$9.1M -$1.83M -72,426 -17%
WFA
147
Wipfli Financial Advisors
Wisconsin
$8.96M -$162K -6,435 -2%
AWS
148
AJ Wealth Strategies
New York
$8.83M +$115K +4,557 +1%
DFA
149
DHJJ Financial Advisors
Illinois
$8.62M +$133K +5,274 +2%
BI
150
Berkeley Inc
Idaho
$8.55M +$4.32K +171 +0.1%