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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
176
Dakota Wealth Management
Florida
$21.6M -$1.19M -42,829 -5%
HCWM
177
Hidden Cove Wealth Management
Washington
$21.5M +$829K +29,727 +4%
MNA
178
Manning & Napier Advisors
New York
$21.1M -$113K -4,057 -0.5%
IWC
179
Integrated Wealth Concepts
Massachusetts
$20.9M -$1.36M -48,707 -6%
JF
180
Joule Financial
Kentucky
$20.9M +$401K +14,379 +2%
EWA
181
Exencial Wealth Advisors
Oklahoma
$20.7M +$24K +862 +0.1%
AAS
182
Asset Allocation Strategies
Michigan
$20.6M -$3.66M -131,172 -15%
CRC
183
Curi RMB Capital
Illinois
$20.6M -$2.44M -87,354 -11%
TCM
184
Towneley Capital Management
California
$20.5M +$573K +20,543 +3%
EF
185
Elite Financial
Idaho
$20.4M -$2.61M -93,464 -11%
DI
186
DAGCO Inc
Ohio
$19.9M +$74.1K +2,660 +0.4%
PA
187
PFG Advisors
Arizona
$19.9M +$485K +17,404 +3%
IAN
188
Integrated Advisors Network
Texas
$19.8M -$10.2M -366,477 -34%
OIA
189
OneDigital Investment Advisors
Kansas
$19.8M -$139K -5,002 -0.7%
PSIWM
190
Paradigm Strategies in Wealth Management
Minnesota
$19.6M -$36K -1,293 -0.2%
FFA
191
Farther Finance Advisors
California
$19.5M +$5.76M +206,546 +42%
SMWM
192
Silvia McColl Wealth Management
California
$19.5M -$44.3K -1,589 -0.2%
SEP
193
Southland Equity Partners
Missouri
$19.5M -$81.4K -2,920 -0.4%
GWM
194
Global Wealth Management
New Jersey
$19.3M +$12.4K +444 +0.1%
SF
195
Schaeffer Financial
Maryland
$19.3M +$690K +24,751 +4%
HAIM
196
Hunter Associates Investment Management
Pennsylvania
$19.3M -$320K -11,470 -2%
PAG
197
Powers Advisory Group
Illinois
$19M +$1.27M +45,449 +7%
PWMAG
198
Pinnacle Wealth Management Advisory Group
New Jersey
$18.7M -$10.4M -373,640 -36%
CIBC World Market
199
CIBC World Market
Ontario, Canada
$18.4M +$18.4M +659,553 New
AWM
200
Axxcess Wealth Management
California
$18.2M -$1.26M -45,182 -6%