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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WF
226
Welch & Forbes
Massachusetts
$495K
TIM
227
Total Investment Management
Arizona
$493K -$64.7K -3,795 -11%
FC
228
Fulcrum Capital
Washington
$486K +$5.12K +300 +1%
CBA
229
Coastal Bridge Advisors
Connecticut
$474K
SP
230
SWS Partners
Ohio
$472K +$94.4K +5,535 +23%
GHA
231
GW Henssler & Associates
Georgia
$463K -$25.6K -1,503 -5%
NEGWA
232
New England Guild Wealth Advisors
Connecticut
$460K
Wolverine Trading
233
Wolverine Trading
Illinois
$454K -$93K -5,454 -16%
CF
234
Centaurus Financial
California
$453K +$172K +10,104 +57%
S
235
SignatureFD
Georgia
$443K
CAN
236
Cetera Advisor Networks
California
$439K +$53.9K +3,159 +13%
PL
237
Plancorp LLC
Missouri
$438K +$972 +57 +0.2%
OAM
238
Occidental Asset Management
California
$432K
EWF
239
Epstein & White Financial
California
$431K +$12K +705 +3%
MAM
240
Marquette Asset Management
Minnesota
$426K +$445K +26,082 New
FM
241
Foster & Motley
Ohio
$420K +$39.9K +2,340 +10%
EVM
242
Eaton Vance Management
Massachusetts
$420K +$204K +11,937 +87%
GC
243
Gratus Capital
Georgia
$419K -$327K -19,173 -43%
TPWA
244
TRUE Private Wealth Advisors
Oregon
$414K +$51 +3 +0%
Janney Montgomery Scott
245
Janney Montgomery Scott
Pennsylvania
$409K +$31.7K +1,857 +8%
CW
246
CreativeOne Wealth
Kansas
$402K +$419K +24,549 New
BCWM
247
Blue Chip Wealth Management
Florida
$398K +$416K +24,369 New
GFPC
248
Global Financial Private Capital
Florida
$385K -$11.5K -675 -3%
MFG
249
Merit Financial Group
Georgia
$383K +$10.5K +618 +3%
WA
250
WBH Advisory
Maryland
$383K +$17.7K +1,038 +5%