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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SGAM
276
Steinberg Global Asset Management
Florida
$590K -$21.6K -1,284 -4%
CBFP
277
Cedar Brook Financial Partners
Ohio
$590K +$335K +19,917 +143%
BCI
278
Brinker Capital Investments
Pennsylvania
$572K -$290K -17,238 -34%
TL
279
TrueWealth LLC
Georgia
$571K
GCA
280
Gradient Capital Advisors
California
$563K -$16K -954 -3%
SHA
281
Seneca House Advisors
Virginia
$563K +$52.5K +3,123 +11%
CWM
282
Cedar Wealth Management
California
$545K +$7.92K +471 +2%
AAS
283
Avantax Advisory Services
Texas
$542K +$105K +6,222 +25%
TIM
284
Total Investment Management
Arizona
$538K -$22.7K -1,347 -4%
DSC
285
Duncker Streett & Co
Missouri
$537K +$27.6K +1,644 +6%
FI
286
FormulaFolio Investments
Michigan
$536K +$187K +11,103 +56%
CFGS
287
Concourse Financial Group Securities
Alabama
$528K +$171K +10,185 +51%
GHA
288
GW Henssler & Associates
Georgia
$523K +$5.2K +309 +1%
CHA
289
Carmichael Hill & Associates
Maryland
$522K -$61.6K -3,663 -11%
SEI Investments
290
SEI Investments
Pennsylvania
$512K -$25.9K -1,539 -5%
CBA
291
Coastal Bridge Advisors
Connecticut
$505K
BCWM
292
Bartlett & Co Wealth Management
Ohio
$503K -$41.2K -2,451 -8%
BC
293
Bartlett & Co
Ohio
$503K -$41.2K -2,451 -8%
MCM
294
Maple Capital Management
Vermont
$499K +$482K +28,659 New
NEGWA
295
New England Guild Wealth Advisors
Connecticut
$491K
JG
296
Jefferies Group
New York
$488K +$102K +6,039 +27%
AA
297
Ancora Advisors
Ohio
$486K +$555 +33 +0.1%
Stifel Financial
298
Stifel Financial
Missouri
$486K +$143K +8,499 +44%
CCMD
299
Cypress Capital Management (Delaware)
Delaware
$486K +$469K +27,900 New
KA
300
Kovack Advisors
Florida
$479K +$202K +12,000 +77%