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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
126
Janney Montgomery Scott
Pennsylvania
$26.8M +$937K +36,258 +4%
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$26.6M +$164K +6,339 +0.6%
SA
128
SRH Advisors
Kansas
$26.5M +$4.06M +157,200 +19%
AFP
129
Ausdal Financial Partners
Iowa
$26.3M +$1.71M +66,129 +7%
TWM
130
Tradition Wealth Management
Minnesota
$26.2M +$847K +32,805 +3%
WFS
131
Walker Financial Services
Kentucky
$26.1M +$2.08M +80,418 +9%
CFS
132
CRA Financial Services
New Jersey
$26.1M +$1.79M +69,381 +8%
ACA
133
Aspire Capital Advisors
Washington
$25.9M +$1.43M +55,374 +6%
CRC
134
Curi RMB Capital
Illinois
$25.5M +$1.38M +53,271 +6%
Focus Partners Wealth
135
Focus Partners Wealth
Massachusetts
$25M +$1.04M +40,290 +5%
AF
136
Apexium Financial
Texas
$25M +$1.77M +68,472 +8%
PWMAG
137
Pinnacle Wealth Management Advisory Group
New Jersey
$24.9M +$242K +9,363 +1%
MAM
138
McCarthy Asset Management
California
$24.5M -$48K -1,857 -0.2%
SFA
139
Souders Financial Advisors
Ohio
$24.4M +$481K +18,621 +2%
IAN
140
Integrated Advisors Network
Texas
$24.3M +$347K +13,440 +2%
Pathstone Holdings
141
Pathstone Holdings
New Jersey
$24.3M -$622K -24,063 -3%
MAG
142
Members Advisory Group
New York
$24.2M -$122K -4,740 -0.5%
VFP
143
Verus Financial Partners
Virginia
$23.8M +$818K +31,650 +4%
DWM
144
Dakota Wealth Management
Florida
$23.7M +$6.42M +248,532 +39%
CWC
145
Carolinas Wealth Consulting
North Carolina
$23.6M +$1.82M +70,551 +9%
SWM
146
Segment Wealth Management
Texas
$23.5M -$4.11M -159,075 -15%
WMR
147
Wealth Management Resources
Rhode Island
$23.4M +$1.02M +39,528 +5%
IPW
148
Intergy Private Wealth
Colorado
$23.3M +$891K +34,482 +4%
SFP
149
Sweet Financial Partners
Minnesota
$23.2M +$1.62M +62,628 +8%
AFA
150
AllGen Financial Advisors
Florida
$23M +$464K +17,943 +2%