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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RA
176
RFG Advisory
Alabama
$20.5M +$3.43M +125,886 +21%
CG
177
Clifford Group
Massachusetts
$20.4M -$66.9K -2,457 -0.3%
WMWM
178
Whitaker-Myers Wealth Managers
Ohio
$20.3M +$843K +30,939 +4%
AF
179
Advisornet Financial
Minnesota
$20.3M +$2.21M +81,138 +13%
CAC
180
Certified Advisory Corp
Florida
$20.3M +$8.09K +297 +0%
RIA
181
Regal Investment Advisors
Michigan
$20.1M +$188K +6,891 +1%
WIC
182
Whitegate Investment Counselors
New Hampshire
$20M -$661K -24,264 -3%
PA
183
PFG Advisors
Arizona
$19.8M -$190K -6,978 -1%
LWL
184
Leo Wealth LLC
Texas
$19.7M +$2.78M +102,039 +17%
TFG
185
Tull Financial Group
Virginia
$19.6M +$19M +697,008 New
SMWM
186
Silvia McColl Wealth Management
California
$19.6M +$1.91M +70,218 +11%
TCM
187
Towneley Capital Management
California
$19.6M +$118K +4,332 +0.6%
GWM
188
Global Wealth Management
New Jersey
$19.5M +$18.9M +692,691 New
JF
189
Joule Financial
Kentucky
$19.5M +$3.44M +126,438 +22%
IA
190
IFP Advisors
Florida
$19.3M +$3.33M +122,196 +22%
RW
191
RVW Wealth
California
$19.2M +$394K +14,457 +2%
SIM
192
Stratos Investment Management
Ohio
$19.1M +$906K +33,243 +5%
WFPG
193
Waller Financial Planning Group
Ohio
$19M +$238K +8,754 +1%
AWM
194
Axxcess Wealth Management
California
$18.8M +$60.7K +2,229 +0.3%
PA
195
Parallel Advisors
California
$18.7M -$26.2K -960 -0.1%
SF
196
Schaeffer Financial
Maryland
$18.5M +$452K +16,581 +3%
LWM
197
LongView Wealth Management
Georgia
$18.5M +$1.14M +41,877 +7%
KPWS
198
Kestra Private Wealth Services
Texas
$17.7M +$1.33M +48,882 +8%
SEP
199
Southland Equity Partners
Missouri
$17.6M +$4.95M +181,599 +41%
HAIM
200
Hunter Associates Investment Management
Pennsylvania
$17.5M +$1.37M +50,244 +9%