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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HF
151
Halpern Financial
Virginia
$21.4M +$794K +33,333 +4%
BGDI
152
BW Gestao de Investimentos
Brazil
$21.3M -$2.43M -101,805 -11%
AFA
153
AllGen Financial Advisors
Florida
$21.3M +$925K +38,817 +5%
IPW
154
Intergy Private Wealth
Colorado
$21.1M +$882K +37,005 +5%
SA
155
SRH Advisors
Kansas
$21.1M +$6M +251,940 +44%
WMR
156
Wealth Management Resources
Rhode Island
$21.1M -$12.8K -537 -0.1%
RWM
157
Rezny Wealth Management
Florida
$21M -$44.6M -1,873,650 -69%
Mercer Global Advisors
158
Mercer Global Advisors
Colorado
$20.9M +$211K +8,865 +1%
FWM
159
ForthRight Wealth Management
Georgia
$20.7M +$551K +23,103 +3%
TPCW
160
TD Private Client Wealth
New York
$20.6M -$2.64M -110,913 -12%
FCI
161
Financial Counselors Inc
Kansas
$20.6M +$10.8M +452,490 +126%
CWC
162
Carolinas Wealth Consulting
North Carolina
$20.5M -$231K -9,705 -1%
ECML
163
Eagle Capital Management (Louisiana)
Louisiana
$20.4M -$127K -5,331 -0.7%
SFP
164
Sweet Financial Partners
Minnesota
$20.4M -$1.75M -73,416 -8%
PAS
165
Park Avenue Securities
New York
$19.7M -$43.5K -1,824 -0.2%
FC
166
Financial Consulate
Maryland
$19.4M +$6.74M +282,636 +59%
PA
167
Parallel Advisors
California
$19.4M -$69.6M -2,921,853 -79%
CFP
168
Curran Financial Partners
South Carolina
$19.1M +$775K +32,526 +5%
CA
169
Capital Advantage
California
$18.9M -$1.03M -43,122 -5%
WIC
170
Whitegate Investment Counselors
New Hampshire
$18.8M +$83.7K +3,513 +0.5%
CG
171
Clifford Group
Massachusetts
$18.8M +$1.2M +50,532 +7%
MCM
172
MAI Capital Management
Ohio
$18.8M +$4.52M +189,879 +35%
TW
173
TrinityPoint Wealth
Connecticut
$18.6M +$805K +33,801 +5%
NDSI
174
Newman Dignan & Sheerar Inc
Rhode Island
$18.1M +$829K +34,779 +5%
BI
175
Berkeley Inc
Idaho
$18M +$1.1M +46,074 +7%