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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$1.57M -$779K -46,716 -32%
CIBC Private Wealth Group
152
CIBC Private Wealth Group
Georgia
$1.56M +$590K +35,430 +55%
PWA
153
Providence Wealth Advisors
Illinois
$1.56M -$99.5K -5,970 -6%
RM
154
Resource Management
Louisiana
$1.54M +$1.34M +80,118 +437%
JFA
155
JNBA Financial Advisors
Minnesota
$1.51M -$1.58M -94,818 -50%
AWM
156
AE Wealth Management
Kansas
$1.5M +$147K +8,832 +10%
CA
157
CapWealth Advisors
Tennessee
$1.49M +$999K +59,970 +170%
RJA
158
Raymond James & Associates
Florida
$1.46M +$253K +15,171 +19%
SPCM
159
Spruce Point Capital Management
New York
$1.46M +$1.55M +93,000 New
GCA
160
Genesee Capital Advisors
New York
$1.44M +$1.53M +92,094 New
FFWA
161
FRG Family Wealth Advisors
Washington
$1.43M +$297K +17,820 +24%
SBA
162
Secrest Blakey & Associates
North Carolina
$1.39M -$3.3K -198 -0.2%
EVC
163
Eidelman Virant Capital
Missouri
$1.38M -$460K -27,576 -24%
KIC
164
Keating Investment Counselors
Florida
$1.35M +$30K +1,800 +2%
BP
165
Broadleaf Partners
Ohio
$1.35M +$25.3K +1,518 +2%
CIA
166
Capital Investment Advisors
Georgia
$1.34M +$161K +9,681 +13%
AFP
167
Ausdal Financial Partners
Iowa
$1.34M +$90.5K +5,433 +7%
RWM
168
RKL Wealth Management
Pennsylvania
$1.32M -$42.8K -2,571 -3%
BFPW
169
BOK Financial Private Wealth
Colorado
$1.32M +$196K +11,781 +16%
SFG
170
Sage Financial Group
Pennsylvania
$1.3M +$416K +24,960 +43%
JFGIW
171
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.3M +$3.6K +216 +0.3%
ADL
172
Asset Dedication LLC
California
$1.3M -$1.7K -102 -0.1%
Janney Montgomery Scott
173
Janney Montgomery Scott
Pennsylvania
$1.3M +$386K +23,190 +39%
HWMG
174
Hurlow Wealth Management Group
Indiana
$1.29M +$1.32M +79,224 New
GFP
175
Gryphon Financial Partners
Ohio
$1.29M +$1.31M +78,483 New