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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
126
Capital Advantage
California
$24M +$210K +7,726 +0.9%
WMR
127
Wealth Management Resources
Rhode Island
$23.9M -$2.13M -78,280 -8%
AA
128
Apriem Advisors
California
$23.8M +$2.06M +75,886 +10%
AF
129
Advisornet Financial
Minnesota
$23.6M -$2.54M -93,457 -10%
NFG
130
Nadler Financial Group
Illinois
$23.6M -$1.53M -56,244 -6%
EFG
131
Everest Financial Group
Minnesota
$23.6M +$23.4M +860,268 New
MNA
132
Manning & Napier Advisors
New York
$23.4M +$3.12M +114,629 +16%
WAP
133
Wealthcare Advisory Partners
Pennsylvania
$23.3M -$19.4M -713,055 -46%
Mirae Asset Global Investments
134
Mirae Asset Global Investments
South Korea
$23.2M -$37.5M -1,380,502 -62%
MGIA
135
Moneta Group Investment Advisors
Missouri
$23M +$4.47M +164,256 +24%
Bank of New York Mellon
136
Bank of New York Mellon
New York
$22.9M +$6.19M +227,654 +38%
JF
137
Joule Financial
Kentucky
$22.5M +$416K +15,284 +2%
SPC
138
Sigma Planning Corp
Michigan
$22.4M +$524K +19,272 +2%
LWM
139
LongView Wealth Management
Georgia
$22.4M -$658K -24,194 -3%
MAM
140
McCarthy Asset Management
California
$22.4M -$736K -27,083 -3%
LWL
141
Leo Wealth LLC
Texas
$22M +$21M +772,780 +2,577%
IAN
142
Integrated Advisors Network
Texas
$22M +$2.72M +99,911 +14%
FC
143
Financial Consulate
Maryland
$21.8M +$186K +6,831 +0.9%
MAFA
144
MJT & Associates Financial Advisory
Minnesota
$21.7M +$900K +33,110 +4%
WL
145
WIT LLC
District of Columbia
$21.6M
AAS
146
Ameritas Advisory Services
Nebraska
$21.5M +$1.96M +71,962 +10%
IA
147
IFP Advisors
Florida
$21.4M +$168K +6,186 +0.8%
SAM
148
Smithbridge Asset Management
Pennsylvania
$21.4M +$10.8M +398,669 +104%
TWM
149
Tradition Wealth Management
Minnesota
$21.4M -$242K -8,918 -1%
LPAM
150
Lodestar Private Asset Management
California
$21.3M -$12.3M -451,789 -37%