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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
201
Stratos Investment Management
Ohio
$14.5M +$576K +23,466 +4%
SMWM
202
Silvia McColl Wealth Management
California
$14.5M +$602K +24,543 +4%
DWM
203
Dakota Wealth Management
Florida
$14.4M +$10.1M +413,184 +211%
GVAG
204
Great Valley Advisor Group
Delaware
$14.2M +$6.85M +279,168 +87%
Goldman Sachs
205
Goldman Sachs
New York
$14.1M +$2.52M +102,741 +21%
MTC
206
Matrix Trust Company
Colorado
$14.1M +$1.05M +42,849 +8%
SCA
207
Snowden Capital Advisors
New York
$14M +$429K +17,466 +3%
D
208
Diversified
Delaware
$14M -$502K -20,454 -3%
LIM
209
Leavell Investment Management
Alabama
$14M -$2.33M -94,785 -14%
CAP
210
Columbia Advisory Partners
Washington
$14M -$2.87M -116,808 -16%
SA
211
SRH Advisors
Kansas
$13.6M +$10.7M +436,650 +309%
MOS
212
MGO One Seven
Ohio
$13.6M +$7.87M +320,790 +125%
KC
213
Kades & Cheifetz
Pennsylvania
$13.6M -$107K -4,353 -0.7%
TFA
214
Trinity Financial Advisors
Ohio
$13.4M +$1.06M +43,080 +8%
FNC
215
First National Corp
Massachusetts
$13.3M +$358K +14,583 +3%
WFPG
216
Waller Financial Planning Group
Ohio
$13.2M -$17.8K -726 -0.1%
SA
217
Strategic Advocates
Utah
$13.2M +$13.7M +558,471 New
BEAM
218
Baker Ellis Asset Management
Washington
$13.1M +$143K +5,841 +1%
MCM
219
MAI Capital Management
Ohio
$13M +$6.01M +244,719 +80%
BWM
220
BCGM Wealth Management
Indiana
$12.9M -$189K -7,707 -1%
CAG
221
Csenge Advisory Group
Florida
$12.9M -$892K -36,363 -6%
RCA
222
Reitz Capital Advisors
Michigan
$12.9M +$11.9M +485,688 +774%
CIBC Private Wealth Group
223
CIBC Private Wealth Group
Georgia
$12.8M -$149K -6,078 -1%
WMWM
224
Whitaker-Myers Wealth Managers
Ohio
$12.8M +$2.36M +96,342 +22%
VNA
225
Valley National Advisers
Pennsylvania
$12.8M -$1.24M -50,457 -9%