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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
126
Pinnacle Wealth Management Advisory Group
New Jersey
$17.6M +$1.8M +74,025 +10%
PAS
127
Park Avenue Securities
New York
$17.6M -$3.67M -151,008 -16%
AT
128
American Trust
Kentucky
$17.2M -$102K -4,197 -0.5%
AFP
129
Ausdal Financial Partners
Iowa
$17.2M +$1M +41,313 +6%
SPIA
130
Steward Partners Investment Advisory
New York
$17.1M +$2.18M +89,814 +13%
Goldman Sachs
131
Goldman Sachs
New York
$17.1M +$8.06M +331,746 +75%
VVP
132
Venture Visionary Partners
Ohio
$17.1M +$1.2M +49,545 +7%
CWC
133
Carolinas Wealth Consulting
North Carolina
$17.1M +$1.72M +70,671 +10%
NEPWA
134
New England Private Wealth Advisors
Massachusetts
$17M +$369K +15,195 +2%
SCA
135
Snowden Capital Advisors
New York
$16.9M +$14.7M +604,788 +386%
IA
136
IFP Advisors
Florida
$16.8M +$2.1M +86,517 +9%
CWM
137
CCG Wealth Management
California
$16.2M -$1.54M -63,228 -8%
LS
138
Leelyn Smith
Illinois
$16M -$1.81M -74,502 -9%
FGG
139
Financial Guidance Group
Florida
$16M +$1.37M +56,214 +8%
UCFA
140
United Capital Financial Advisors
Texas
$15.7M -$1.27M -52,476 -7%
EWA
141
EP Wealth Advisors
California
$15.6M +$12.6M +518,445 +278%
MAP
142
Milestone Advisory Partners
North Carolina
$15.6M +$1.92M +78,975 +13%
WIC
143
Whitegate Investment Counselors
New Hampshire
$15.5M +$564K +23,229 +3%
REMPR
144
Roof Eidam Maycock Peralta (REMP)
California
$15.4M +$500K +20,577 +3%
LA
145
LVW Advisors
New York
$15.4M +$2.39M +98,484 +16%
NDSI
146
Newman Dignan & Sheerar Inc
Rhode Island
$15.2M +$460K +18,954 +3%
BFG
147
Berger Financial Group
Minnesota
$15.2M +$1.06M +43,644 +7%
CFS
148
CRA Financial Services
New Jersey
$15.2M +$835K +34,368 +5%
MTC
149
Matrix Trust Company
Colorado
$15.1M +$16.6M +683,043 New
MNG
150
Manning & Napier Group
New York
$15M – – –