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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
226
Mark Sheptoff Financial Planning
Connecticut
$14K – – –
EK
227
Evensky & Katz
Florida
$13K +$85 +6 +0.6%
AOWM
228
Alpha Omega Wealth Management
Virginia
$12K – – –
WT
229
Whittier Trust
California
$12K – – –
ACM
230
Armbruster Capital Management
New York
$11K +$4.24K +300 +59%
EWM
231
Evercore Wealth Management
New York
$10K +$9.74K +690 New
PFS
232
Physicians Financial Services
North Carolina
$9K +$42 +3 +0.5%
CA
233
CapWealth Advisors
Tennessee
$7K – – –
CCM
234
Cribstone Capital Management
Maine
$7K +$7.46K +528 New
SEI Investments
235
SEI Investments
Pennsylvania
$6K – – –
Simplex Trading
236
Simplex Trading
Illinois
$4K -$32.5K -2,304 -88%
FMP
237
Financial Management Professionals
Texas
$3K – – –
PWM
238
Perigon Wealth Management
California
$3K – – –
ASN
239
Advisory Services Network
Georgia
$2K -$43.2K -3,060 -95%
JWA
240
JFS Wealth Advisors
Pennsylvania
$1K -$110K -7,770 -99%
TIM
241
Tortoise Investment Management
New York
$1K – – –
FA
242
Fagan Associates
New York
– -$1.68M -121,560 Closed
MIAN
243
Mariner Independent Advisor Network
Kansas
– -$529K -38,268 Closed
SG Americas Securities
244
SG Americas Securities
New York
– -$461K -33,405 Closed
BRWA
245
B. Riley Wealth Advisors
Florida
– -$201K -14,496 Closed
RFA
246
Reilly Financial Advisors
California
– -$15K -1,050 Closed
AWM
247
Avior Wealth Management
Nebraska
– -$2K -120 Closed