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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
176
LongView Wealth Management
Georgia
$21M +$3.11M +109,572 +17%
TWM
177
Tradition Wealth Management
Minnesota
$20.7M +$86.1K +3,029 +0.4%
MNA
178
Manning & Napier Advisors
New York
$20.7M -$863K -30,349 -4%
CG
179
Clifford Group
Massachusetts
$20.7M +$911K +32,035 +4%
IA
180
IFP Advisors
Florida
$20.6M +$1.9M +66,738 +10%
RA
181
RFG Advisory
Alabama
$20.5M +$657K +23,102 +3%
HCWM
182
Hidden Cove Wealth Management
Washington
$20.2M +$21.1M +740,486 New
EWA
183
Exencial Wealth Advisors
Oklahoma
$20.2M +$227K +7,980 +1%
Bank of New York Mellon
184
Bank of New York Mellon
New York
$20.2M +$3.39M +119,218 +19%
JF
185
Joule Financial
Kentucky
$20M +$1.17M +40,983 +6%
CAC
186
Certified Advisory Corp
Florida
$19.7M +$1.48K +52 +0%
OIA
187
OneDigital Investment Advisors
Kansas
$19.5M -$781K -27,487 -4%
TCM
188
Towneley Capital Management
California
$19.5M +$499K +17,542 +3%
DI
189
DAGCO Inc
Ohio
$19.4M +$3.9M +137,148 +24%
PSIWM
190
Paradigm Strategies in Wealth Management
Minnesota
$19.2M -$827K -29,079 -4%
HAIM
191
Hunter Associates Investment Management
Pennsylvania
$19.1M +$2.25M +79,225 +13%
SEP
192
Southland Equity Partners
Missouri
$19.1M +$2.18M +76,836 +12%
SMWM
193
Silvia McColl Wealth Management
California
$19.1M +$87.9K +3,092 +0.4%
AWM
194
Axxcess Wealth Management
California
$19M +$855K +30,090 +5%
PA
195
PFG Advisors
Arizona
$19M -$225K -7,910 -1%
GWM
196
Global Wealth Management
New Jersey
$18.8M -$98.2K -3,456 -0.5%
WFPG
197
Waller Financial Planning Group
Ohio
$18.5M +$126K +4,420 +0.7%
SF
198
Schaeffer Financial
Maryland
$18.1M +$165K +5,808 +0.9%
Koshinski Asset Management
199
Koshinski Asset Management
Illinois
$18M -$2.16M -76,124 -10%
RW
200
RVW Wealth
California
$17.9M -$724K -25,453 -4%