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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAP
176
Milestone Advisory Partners
North Carolina
$16.9M +$773K +31,521 +5%
EWA
177
EP Wealth Advisors
California
$16.7M +$16.6M +678,132 +2,268%
TW
178
TrinityPoint Wealth
Connecticut
$16.5M +$1.64M +66,756 +11%
PA
179
PFG Advisors
Arizona
$16.3M +$457K +18,624 +3%
CG
180
Clifford Group
Massachusetts
$16.3M +$1.08M +44,214 +7%
GRP
181
Global Retirement Partners
California
$16.2M -$4.37M -177,897 -20%
LNC
182
Lincoln National Corp
Pennsylvania
$16M -$10.4M -423,387 -38%
Two Sigma Investments
183
Two Sigma Investments
New York
$16M +$15.7M +640,800 +1,631%
NFG
184
Nations Financial Group
Iowa
$16M +$1.63M +66,519 +11%
NDSI
185
Newman Dignan & Sheerar Inc
Rhode Island
$16M +$372K +15,180 +2%
AF
186
Apexium Financial
Texas
$16M +$1.77M +72,099 +12%
EWA
187
Exencial Wealth Advisors
Oklahoma
$15.9M -$1.53M -62,175 -8%
MNG
188
Manning & Napier Group
New York
$15.9M – – –
FCM
189
Family Capital Management
Michigan
$15.9M -$609K -24,828 -4%
Prudential Financial
190
Prudential Financial
New Jersey
$15.7M -$1.2M -48,990 -7%
PSIWM
191
Paradigm Strategies in Wealth Management
Minnesota
$15.7M +$600K +24,438 +4%
BI
192
Berkeley Inc
Idaho
$15.6M +$716K +29,175 +5%
AG
193
Appleton Group
Wisconsin
$15.6M +$15.3M +625,116 +1,790%
LFP
194
Lakeshore Financial Planning
Michigan
$15.3M +$15.9M +647,349 New
ASN
195
Advisory Services Network
Georgia
$15.1M +$5.77M +235,317 +58%
NFG
196
Northeast Financial Group
Pennsylvania
$15.1M +$1.29M +52,692 +9%
RW
197
RVW Wealth
California
$15M -$7.61M -310,152 -33%
SVWAG
198
Sound View Wealth Advisors Group
Georgia
$14.8M +$1.4M +57,063 +10%
GLLW
199
Graves Light Lenhart Wealth
Virginia
$14.8M +$320K +13,041 +2%
SIM
200
Stratos Investment Management
Ohio
$14.5M +$576K +23,466 +4%