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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
226
Global Financial Private Capital
Florida
$553K +$167K +10,149 +43%
ASN
227
Advisory Services Network
Georgia
$547K +$521K +31,662 +10,450%
GCA
228
Gradient Capital Advisors
California
$542K -$13.4K -813 -2%
TL
229
TrueWealth LLC
Georgia
$538K – – –
YWP
230
YorkBridge Wealth Partners
New York
$530K +$49 +3 +0%
MCP
231
Martin Capital Partners
Oregon
$529K +$5.58K +339 +1%
MAM
232
Marquette Asset Management
Minnesota
$522K +$94.1K +5,715 +22%
CHA
233
Carmichael Hill & Associates
Maryland
$505K +$4.39K +267 +0.9%
JSL
234
JT Stratford LLC
Georgia
$487K -$23.6K -1,434 -5%
TFA
235
Toth Financial Advisory
Virginia
$482K -$72.1K -4,380 -13%
GHA
236
GW Henssler & Associates
Georgia
$482K +$16.2K +984 +3%
CBA
237
Coastal Bridge Advisors
Connecticut
$476K – – –
Renaissance Technologies
238
Renaissance Technologies
New York
$468K +$158K +9,600 +51%
BC
239
Bartlett & Co
Ohio
$466K -$44.4K -2,697 -9%
MMHP
240
Murphy Middleton Hinkle & Parker
Georgia
$466K -$34.5K -2,094 -7%
BCWM
241
Bartlett & Co Wealth Management
Ohio
$466K -$44.4K -2,697 -9%
NEGWA
242
New England Guild Wealth Advisors
Connecticut
$463K – – –
Millennium Management
243
Millennium Management
New York
$463K +$464K +28,191 New
Wolverine Trading
244
Wolverine Trading
Illinois
$454K – – –
SA
245
Strategic Advisors
New York
$450K -$160K -9,732 -26%
S
246
SignatureFD
Georgia
$445K – – –
IC
247
Intersect Capital
California
$445K +$446K +27,081 New
MFG
248
Merit Financial Group
Georgia
$443K +$57.4K +3,486 +17%
PL
249
Plancorp LLC
Missouri
$440K – – –
FC
250
Fulcrum Capital
Washington
$438K -$50.6K -3,075 -10%