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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFP
176
Curran Financial Partners
South Carolina
$17M +$759K +30,945 +4%
MAP
177
Milestone Advisory Partners
North Carolina
$16.9M +$773K +31,521 +5%
EWA
178
EP Wealth Advisors
California
$16.7M +$16.6M +678,132 +2,268%
TW
179
TrinityPoint Wealth
Connecticut
$16.5M +$1.64M +66,756 +11%
PA
180
PFG Advisors
Arizona
$16.3M +$457K +18,624 +3%
CG
181
Clifford Group
Massachusetts
$16.3M +$1.08M +44,214 +7%
GRP
182
Global Retirement Partners
California
$16.2M -$4.37M -177,897 -20%
LNC
183
Lincoln National Corp
Pennsylvania
$16M -$10.4M -423,387 -38%
Two Sigma Investments
184
Two Sigma Investments
New York
$16M +$15.7M +640,800 +1,631%
NFG
185
Nations Financial Group
Iowa
$16M +$1.63M +66,519 +11%
NDSI
186
Newman Dignan & Sheerar Inc
Rhode Island
$16M +$372K +15,180 +2%
AF
187
Apexium Financial
Texas
$16M +$1.77M +72,099 +12%
EWA
188
Exencial Wealth Advisors
Oklahoma
$15.9M -$1.53M -62,175 -8%
MNG
189
Manning & Napier Group
New York
$15.9M
FCM
190
Family Capital Management
Michigan
$15.9M -$609K -24,828 -4%
Prudential Financial
191
Prudential Financial
New Jersey
$15.7M -$1.2M -48,990 -7%
PSIWM
192
Paradigm Strategies in Wealth Management
Minnesota
$15.7M +$600K +24,438 +4%
BI
193
Berkeley Inc
Idaho
$15.6M +$716K +29,175 +5%
AG
194
Appleton Group
Wisconsin
$15.6M +$15.3M +625,116 +1,790%
LFP
195
Lakeshore Financial Planning
Michigan
$15.3M +$15.9M +647,349 New
ASN
196
Advisory Services Network
Georgia
$15.1M +$5.77M +235,317 +58%
NFG
197
Northeast Financial Group
Pennsylvania
$15.1M +$1.29M +52,692 +9%
RW
198
RVW Wealth
California
$15M -$7.61M -310,152 -33%
SVWAG
199
Sound View Wealth Advisors Group
Georgia
$14.8M +$1.4M +57,063 +10%
GLLW
200
Graves Light Lenhart Wealth
Virginia
$14.8M +$320K +13,041 +2%