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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
226
Trinity Financial Advisors
Ohio
$12.1M +$4.18M +169,299 +54%
HI
227
Hudock Inc
Pennsylvania
$12.1M +$9.21M +373,002 +349%
MWA
228
MFA Wealth Advisors
Pennsylvania
$12M -$174K -7,038 -1%
V
229
Veritable
Delaware
$12M -$2.96M -120,000 -20%
AWS
230
Aspen Wealth Strategies
Colorado
$12M +$11.8M +476,784 New
PCM
231
Pennsylvania Capital Management
Pennsylvania
$11.9M -$4.06M -164,391 -26%
CAM
232
Cozad Asset Management
Illinois
$11.9M +$3.41M +138,321 +41%
HSA
233
HBK Sorce Advisory
Pennsylvania
$11.8M +$5.74M +232,716 +98%
FFWA
234
FRG Family Wealth Advisors
Washington
$11.8M -$324K -13,110 -3%
FC
235
Financial Consulate
Maryland
$11.7M +$514K +20,829 +5%
NFG
236
Nations Financial Group
Iowa
$11.7M +$5.37M +217,629 +88%
D
237
Diversified
Delaware
$11.6M +$2.04M +82,779 +22%
PCM
238
Presidio Capital Management
California
$11.5M -$2.02M -81,792 -15%
HI
239
Horizon Investments
North Carolina
$11.4M +$11.2M +454,323 New
GFPC
240
Global Financial Private Client
Florida
$11.4M +$1.74M +70,455 +18%
BF
241
BOK Financial
Oklahoma
$11.4M +$1.92M +77,778 +21%
TFS
242
Thoroughbred Financial Services
Tennessee
$11.3M +$2.66M +107,751 +32%
Goldman Sachs
243
Goldman Sachs
New York
$11.3M -$8.01M -324,705 -42%
NFG
244
Northeast Financial Group
Pennsylvania
$11.2M -$2.68M -108,495 -20%
PAI
245
Pittenger & Anderson Inc
Nebraska
$11M +$994K +40,287 +10%
B
246
Bensler
Washington
$11M -$1.19K -48 -0%
ES
247
Eagle Strategies
New York
$10.9M +$10.7M +433,458 New
YIA
248
YHB Investment Advisors
Connecticut
$10.9M +$1.11M +44,793 +12%
LHEI
249
Leo H. Evart Inc
California
$10.8M -$249K -10,089 -2%
OPS
250
Orion Portfolio Solutions
Nebraska
$10.8M +$1.05M +42,384 +11%