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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JJBC
151
James J. Burns & Company
New York
$14.9M +$16.4M +672,999 New
CAC
152
Certified Advisory Corp
Florida
$14.6M +$1.4M +57,594 +10%
WMR
153
Wealth Management Resources
Rhode Island
$14.6M +$649K +26,718 +4%
IAN
154
Integrated Advisors Network
Texas
$14.5M -$1.87M -77,019 -11%
CWA
155
Clearview Wealth Advisors
Oregon
$14.3M +$1.53M +63,057 +11%
IWC
156
Integrated Wealth Concepts
Massachusetts
$14.2M +$6.23M +256,281 +67%
Two Sigma Advisers
157
Two Sigma Advisers
New York
$14.2M +$1.47M +60,600 +10%
IPW
158
Intergy Private Wealth
Colorado
$14.2M +$559K +23,013 +4%
TPCW
159
TD Private Client Wealth
New York
$14M +$644K +26,496 +4%
VNA
160
Valley National Advisers
Pennsylvania
$13.8M +$1.62M +66,723 +13%
PCM
161
Pennsylvania Capital Management
Pennsylvania
$13.8M +$1.11M +45,726 +8%
NRI
162
NFP Retirement Inc
California
$13.8M +$1.29M +53,130 +9%
NFG
163
Nadler Financial Group
Illinois
$13.8M +$3.27M +134,508 +28%
BMCM
164
Bryn Mawr Capital Management
Pennsylvania
$13.8M +$4.54M +186,699 +43%
CAP
165
Columbia Advisory Partners
Washington
$13.8M +$245K +10,071 +2%
MMA
166
Miracle Mile Advisors
California
$13.7M +$481K +19,779 +3%
PA
167
PFG Advisors
Arizona
$13.7M +$15M +617,544 New
WAP
168
Wealthcare Advisory Partners
Pennsylvania
$13.7M +$7.53M +309,804 +101%
CAG
169
Csenge Advisory Group
Florida
$13.7M -$180K -7,407 -1%
EH
170
Equitable Holdings
New York
$13.6M +$5.31M +218,634 +56%
HCA
171
Heck Capital Advisors
Wisconsin
$13.5M +$384K +15,792 +3%
APA
172
American Portfolios Advisors
New York
$13.3M +$704K +28,971 +5%
PMG
173
ProVise Management Group
Florida
$13.3M -$739K -30,432 -5%
V
174
Veritable
Delaware
$13.2M +$3.02M +124,320 +26%
GRP
175
Global Retirement Partners
California
$13.2M +$5.5M +226,437 +73%