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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
301
Bartlett & Co
Ohio
$511K – – –
SEI Investments
302
SEI Investments
Pennsylvania
$508K -$12.6K -717 -2%
NEGWA
303
New England Guild Wealth Advisors
Connecticut
$498K – – –
GCA
304
Gradient Capital Advisors
California
$497K -$73.7K -4,191 -13%
CAN
305
Cetera Advisor Networks
California
$497K +$34K +1,935 +7%
JG
306
Jefferies Group
New York
$496K – – –
BPWA
307
Beacon Pointe Wealth Advisors
California
$496K +$61K +3,468 +14%
JPLA
308
Joseph P. Lucia & Associates
New York
$485K +$93.5K +5,319 +24%
EWM
309
Empirical Wealth Management
Washington
$483K +$220K +12,495 +84%
PL
310
Plancorp LLC
Missouri
$480K – – –
Lido Advisors
311
Lido Advisors
California
$480K +$148K +8,400 +45%
AA
312
Ancora Advisors
Ohio
$479K -$14.4K -816 -3%
IC
313
Intersect Capital
California
$479K – – –
ASN
314
Advisory Services Network
Georgia
$479K +$401K +22,776 +532%
BFEC
315
Benjamin F. Edwards & Company
Missouri
$478K – – –
SFA
316
Sequoia Financial Advisors
Ohio
$471K +$44.6K +2,535 +11%
HWM
317
Highwater Wealth Management
Colorado
$470K -$15.2K -864 -3%
AMM
318
American Money Management
California
$466K -$11.8K -669 -2%
BCI
319
Brinker Capital Investments
Pennsylvania
$457K -$123K -7,011 -21%
3C
320
361 Capital
Colorado
$451K -$7.76K -441 -2%
SAM
321
Sawgrass Asset Management
Florida
$448K +$6.59K +375 +2%
B
322
Bailard
California
$445K +$5.28K +300 +1%
WC
323
Whitnell & Co
Illinois
$444K +$23.8K +1,356 +6%
EI
324
Ellevest Inc
New York
$443K +$85.7K +4,872 +24%
NFG
325
Next Financial Group
Texas
$440K +$437K +24,873 New