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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHJ
126
Sharkey, Howes & Javer
Colorado
$17.5M +$5.05M +192,921 +41%
VWA
127
Visionary Wealth Advisors
Illinois
$17.4M -$480K -18,327 -3%
WIC
128
Whitegate Investment Counselors
New Hampshire
$17.4M +$166K +6,330 +1%
PMG
129
ProVise Management Group
Florida
$17.1M -$512K -19,563 -3%
CAN
130
Cetera Advisor Networks
California
$17.1M +$5.15M +196,533 +43%
PWMAG
131
Pinnacle Wealth Management Advisory Group
New Jersey
$16.9M +$4.87M +186,048 +41%
CT
132
Cambridge Trust
Massachusetts
$16.5M -$3.17M -120,999 -16%
NFG
133
Northeast Financial Group
Pennsylvania
$16.5M +$580K +22,167 +4%
CWC
134
Carolinas Wealth Consulting
North Carolina
$16.3M +$1.32M +50,382 +9%
CAP
135
Columbia Advisory Partners
Washington
$16.2M +$94K +3,588 +0.6%
MAP
136
Milestone Advisory Partners
North Carolina
$16.2M -$205K -7,836 -1%
FGG
137
Financial Guidance Group
Florida
$16.1M +$16M +611,799 New
CFS
138
CRA Financial Services
New Jersey
$16.1M +$1.29M +49,332 +9%
JIC
139
JRM Investment Counsel
Nebraska
$15.9M +$372K +14,193 +2%
WMR
140
Wealth Management Resources
Rhode Island
$15.5M +$427K +16,308 +3%
IA
141
IFP Advisors
Florida
$15.4M +$5.71M +218,043 +31%
MSA
142
McAlister Sweet & Associates
Texas
$15.3M +$722K +27,579 +5%
SIM
143
Stratos Investment Management
Ohio
$15.3M -$948K -36,213 -6%
SCP
144
Shorepoint Capital Partners
Massachusetts
$14.9M +$1.71M +65,433 +13%
IPW
145
Intergy Private Wealth
Colorado
$14.9M +$11M +421,188 +289%
LA
146
LVW Advisors
New York
$14.8M -$714K -27,264 -5%
MMA
147
Miracle Mile Advisors
California
$14.8M -$1.66M -63,333 -10%
Jane Street
148
Jane Street
New York
$14.3M +$14.3M +545,199 New
BEAM
149
Baker Ellis Asset Management
Washington
$14.3M +$1.85M +70,647 +15%
IA
150
IFS Advisors
Kansas
$14.2M +$14.2M +540,690 +720,920%