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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPT
176
Legacy Private Trust
Wisconsin
$6.17M -$369K -16,245 -6%
CFA
177
Carroll Financial Associates
North Carolina
$6.11M +$1.33M +58,353 +30%
IFG
178
Independent Financial Group
California
$6.05M +$790K +34,716 +16%
SIA
179
Soltis Investment Advisors
Utah
$6.03M -$1.86M -81,768 -25%
SSWM
180
Sheets Smith Wealth Management
North Carolina
$5.96M +$148K +6,525 +3%
DP
181
Denver PWM
Colorado
$5.79M -$2.58M -113,550 -27%
CP
182
Capital Planning
Washington
$5.77M +$4.03M +177,144 +295%
Stifel Financial
183
Stifel Financial
Missouri
$5.74M +$2.61M +114,624 +94%
PAI
184
Pittenger & Anderson Inc
Nebraska
$5.74M -$198K -8,706 -4%
LFF
185
Level Four Financial
Texas
$5.66M +$196K +8,631 +4%
EWA
186
Evolution Wealth Advisors
Florida
$5.66M +$237K +10,401 +5%
CWM
187
Cedar Wealth Management
California
$5.57M +$37.8K +1,662 +0.7%
VNA
188
Valley National Advisers
Pennsylvania
$5.56M +$502K +22,068 +11%
AOWM
189
Alpha Omega Wealth Management
Virginia
$5.54M +$288K +12,657 +6%
KA
190
Kovack Advisors
Florida
$5.5M +$4.5M +197,688 +687%
SWM
191
Spire Wealth Management
Virginia
$5.46M +$5.07M +223,080 New
CBFP
192
Cedar Brook Financial Partners
Ohio
$5.43M +$1.15M +50,634 +29%
RF
193
Robbins Farley
New Hampshire
$5.4M +$4.75M +208,920 New
Wealth Enhancement Advisory Services
194
Wealth Enhancement Advisory Services
Minnesota
$5.39M +$4.97M +218,451 New
AI
195
Atria Investments
North Carolina
$5.38M +$812K +35,682 +19%
CAM
196
Cozad Asset Management
Illinois
$5.36M +$5.12K +225 +0.1%
PWA
197
Providence Wealth Advisors
Illinois
$5.3M +$582K +25,569 +13%
WP
198
WealthPLAN Partners
Nebraska
$5.25M +$1.66M +72,777 +54%
BWM
199
Benchmark Wealth Management
Connecticut
$5.13M +$86.5K +3,801 +2%
RC
200
Rovin Capital
Arizona
$5.1M +$3.54M +155,421 +286%