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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
276
Reilly Financial Advisors
California
$19K -$22.1K -1,446 -55%
FPFS
277
First Personal Financial Services
North Carolina
$18K
RBC
278
Roble Belko & Company
Pennsylvania
$16K
MSFP
279
Mark Sheptoff Financial Planning
Connecticut
$15K
ST
280
Sageworth Trust
Pennsylvania
$15K
GBBWRPM
281
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$15K +$15.2K +996 New
WT
282
Whittier Trust
California
$14K
WB
283
Webster Bank
Connecticut
$12K +$12.2K +795 New
EK
284
Evensky & Katz
Florida
$10K +$92 +6 +0.9%
GRP
285
Global Retirement Partners
California
$10K +$4.63K +303 +99%
SIM
286
Sonora Investment Management
Arizona
$9.36K +$9.18K +600 New
JGIA
287
Jackson Grant Investment Advisers
Connecticut
$9K +$92 +6 +1%
BFEC
288
Benjamin F. Edwards & Company
Missouri
$8K +$8.07K +528 New
ASN
289
Advisory Services Network
Georgia
$5K
Carson Wealth (CWM LLC)
290
Carson Wealth (CWM LLC)
Nebraska
$5K +$5K +327 New
GWS
291
Glassman Wealth Services
Virginia
$4K
PWM
292
Perigon Wealth Management
California
$4K
WAP
293
Wealthcare Advisory Partners
Pennsylvania
$4K +$3.58K +234 New
BWA
294
Burt Wealth Advisors
Maryland
$3K -$1.65K -108 -34%
EWM
295
Evercore Wealth Management
New York
$2K
PK
296
Pflug Koory
Nebraska
$2K
AWM
297
Avior Wealth Management
Nebraska
$2K +$2.29K +150 New
AIS
298
Accurate Investment Solutions
Pennsylvania
$1K
IWM
299
IHT Wealth Management
Illinois
$1K
JWA
300
JFS Wealth Advisors
Pennsylvania
$1K