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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
201
Ancora Advisors
Ohio
$220K +$215K +15,126 New
MWAC
202
Mariner Wealth Advisors (Cincinnati)
Ohio
$219K -$215K -15,120 -50%
AF
203
Allworth Financial
California
$213K -$132K -9,267 -39%
SWA
204
Sutton Wealth Advisors
Florida
$198K +$1.32K +93 +0.7%
JFA
205
JNBA Financial Advisors
Minnesota
$179K -$196K -13,839 -53%
GWM
206
Geneos Wealth Management
Colorado
$167K
CG
207
Cutler Group
California
$166K -$33.5K -2,358 -17%
DAM
208
Delta Asset Management
Tennessee
$166K
FFC
209
First Financial Corp
Indiana
$155K +$51.1K +3,600 +51%
Bank of Montreal
210
Bank of Montreal
Ontario, Canada
$146K +$48.4K +3,411 +50%
CPIG
211
Chicago Partners Investment Group
Illinois
$131K
LWMT
212
Legacy Wealth Management (Tennessee)
Tennessee
$130K +$127K +8,970 New
MA
213
MUFG Americas
New York
$130K
CFA
214
Carroll Financial Associates
North Carolina
$127K
MWM
215
MinichMacGregor Wealth Management
New York
$123K
SEI Investments
216
SEI Investments
Pennsylvania
$123K +$114K +8,022 +1,783%
DSC
217
Duncker Streett & Co
Missouri
$122K
BTIS
218
BB&T Investment Services
North Carolina
$106K +$104K +7,296 New
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$88K
CDIA
220
Capital Directions Investment Advisors
Georgia
$86K +$21.9K +1,542 +35%
WAM
221
Wealthspire Advisors (Maryland)
Maryland
$75K -$4.94K -348 -6%
JIC
222
Joel Isaacson & Co
New York
$70K
BlackRock
223
BlackRock
New York
$61K -$2.09K -147 -3%
SIG
224
Stanford Investment Group
California
$58K
HNB
225
Huntington National Bank
Ohio
$56K