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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RBC
251
Roble Belko & Company
Pennsylvania
$17K – – –
ACM
252
Armbruster Capital Management
New York
$17K +$3.32K +225 +25%
EK
253
Evensky & Katz
Florida
$14K – – –
MSFP
254
Mark Sheptoff Financial Planning
Connecticut
$14K +$44 +3 +0.3%
MPWT
255
MassMutual Private Wealth & Trust
Connecticut
$13.4K – – –
WT
256
Whittier Trust
California
$13K – – –
TWA
257
TCI Wealth Advisors
Arizona
$11K -$10.9K -738 -49%
FMII
258
Farmers & Merchants Investments Inc
Nebraska
$9K – – –
Chevy Chase Trust
259
Chevy Chase Trust
Maryland
$5K +$4.64K +315 New
First Manhattan
260
First Manhattan
New York
$5K +$4.95K +336 New
GWS
261
Glassman Wealth Services
Virginia
$4K +$4.2K +285 New
PWM
262
Perigon Wealth Management
California
$3K – – –
AWM
263
Avior Wealth Management
Nebraska
$2K -$7.03K -477 -74%
EWM
264
Evercore Wealth Management
New York
$2K – – –
PK
265
Pflug Koory
Nebraska
$2K – – –
AIS
266
Accurate Investment Solutions
Pennsylvania
$1K – – –
JWA
267
JFS Wealth Advisors
Pennsylvania
$1K – – –
TIM
268
Tortoise Investment Management
New York
$1K – – –
PA
269
Parallel Advisors
California
$1K +$265 +18 +46%
QI
270
QS Investors
New York
– -$36.6M -2,519,184 Closed
KSA
271
Ken Stern & Associates
California
– -$5.38M -370,071 Closed
Goldman Sachs
272
Goldman Sachs
New York
– -$2.18M -150,300 Closed
Lido Advisors
273
Lido Advisors
California
– -$1.52M -104,535 Closed
RBCM
274
Raub Brock Capital Management
California
– -$1.33M -91,614 Closed
GWM
275
Greenwich Wealth Management
Connecticut
– -$977K -67,272 Closed