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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIC
151
Whitegate Investment Counselors
New Hampshire
$18.6M +$905K +36,681 +5%
NEPWA
152
New England Private Wealth Advisors
Massachusetts
$18.6M -$724K -29,331 -4%
BFG
153
Berger Financial Group
Minnesota
$18.4M +$1.16M +47,019 +7%
CAP
154
Columbia Advisory Partners
Washington
$18.2M +$2.54M +103,047 +17%
NRI
155
NFP Retirement Inc
California
$18.2M +$2.48M +100,380 +16%
FGG
156
Financial Guidance Group
Florida
$18.2M +$36K +1,458 +0.2%
MAP
157
Milestone Advisory Partners
North Carolina
$17.9M +$99K +4,011 +0.6%
IA
158
IFP Advisors
Florida
$17.7M +$1.37M +55,695 +6%
IPW
159
Intergy Private Wealth
Colorado
$17.6M +$1.48M +59,886 +9%
NDSI
160
Newman Dignan & Sheerar Inc
Rhode Island
$17.6M +$344K +13,941 +2%
FA
161
Fermata Advisors
California
$17.6M +$17.2M +697,596 New
JJBC
162
James J. Burns & Company
New York
$17.5M +$523K +21,174 +3%
TPCW
163
TD Private Client Wealth
New York
$17.5M +$1.47M +59,550 +9%
GRP
164
Global Retirement Partners
California
$17.4M +$3.87M +156,687 +29%
PAG
165
Private Advisor Group
New Jersey
$17.2M +$8.78M +355,755 +25%
GWM
166
Geneos Wealth Management
Colorado
$17.2M +$2.92M +118,500 +21%
PAS
167
Park Avenue Securities
New York
$17.1M -$2.78M -112,665 -14%
MA
168
Mutual Advisors
Nebraska
$17.1M +$3.14M +127,332 +23%
MTC
169
Matrix Trust Company
Colorado
$17.1M -$116K -4,716 -0.7%
WAP
170
Wealthcare Advisory Partners
Pennsylvania
$17.1M +$1.5M +60,753 +10%
WMR
171
Wealth Management Resources
Rhode Island
$17M +$393K +15,942 +2%
CAC
172
Certified Advisory Corp
Florida
$16.9M +$303K +12,273 +2%
Prudential Financial
173
Prudential Financial
New Jersey
$16.9M +$2.92M +118,338 +21%
UCFA
174
United Capital Financial Advisors
Texas
$16.8M -$990K -40,116 -6%
IAN
175
Integrated Advisors Network
Texas
$16.6M +$79.4K +3,216 +0.5%