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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NEPWA
176
New England Private Wealth Advisors
Massachusetts
$17.3M -$629K -26,334 -4%
Prudential Financial
177
Prudential Financial
New Jersey
$17.3M +$117K +4,899 +0.7%
CAP
178
Columbia Advisory Partners
Washington
$17.2M -$28.5K -1,191 -0.2%
EWA
179
EP Wealth Advisors
California
$16.9M -$265K -11,079 -27%
FCM
180
Family Capital Management
Michigan
$16.9M +$484K +20,238 +3%
JIC
181
JRM Investment Counsel
Nebraska
$16.7M -$4.64M -194,388 -22%
LIM
182
Leavell Investment Management
Alabama
$16.7M -$5.42M -226,776 -25%
CFP
183
Curran Financial Partners
South Carolina
$16.6M +$1.21M +50,757 +8%
MAP
184
Milestone Advisory Partners
North Carolina
$16.6M -$228K -9,549 -1%
PA
185
PFG Advisors
Arizona
$16.3M -$617K -25,839 -4%
NDSI
186
Newman Dignan & Sheerar Inc
Rhode Island
$16.1M +$157K +6,555 +1%
MNG
187
Manning & Napier Group
New York
$15.7M
CBFP
188
Cedar Brook Financial Partners
Ohio
$15.7M +$1.05M +43,830 +7%
CG
189
Clifford Group
Massachusetts
$15.6M +$982K +41,103 +7%
SMG
190
Smart Money Group
Texas
$15.6M +$1.9M +79,686 +14%
PSIWM
191
Paradigm Strategies in Wealth Management
Minnesota
$15.6M +$2.36M +98,892 +18%
BI
192
Berkeley Inc
Idaho
$15.3M +$407K +17,034 +3%
LGA
193
Lebenthal Global Advisors
New York
$15.3M +$9.09M +380,631 +151%
TW
194
TrinityPoint Wealth
Connecticut
$15.3M +$1.95M +81,570 +15%
CWP
195
Concord Wealth Partners
Virginia
$15.2M +$3M +125,586 +25%
GLLW
196
Graves Light Lenhart Wealth
Virginia
$15.1M +$1.06M +44,229 +8%
D
197
Diversified
Delaware
$14.9M -$689K -28,857 -4%
NFG
198
Nations Financial Group
Iowa
$14.8M +$1.34M +55,980 +10%
WLPWM
199
Walled Lake Planning & Wealth Management
Illinois
$14.8M +$230K +9,615 +2%
AF
200
Apexium Financial
Texas
$14.7M +$1.04M +43,656 +8%