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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TL
301
TrueWealth LLC
Georgia
$598K
KCPG
302
Kavar Capital Partners Group
Kansas
$592K
RBCM
303
Raub Brock Capital Management
California
$580K +$1.45K +81 +0.3%
BPWA
304
Beacon Pointe Wealth Advisors
California
$580K +$59K +3,294 +12%
MCP
305
Martin Capital Partners
Oregon
$577K -$86.7K -4,845 -13%
KJWM
306
Kiley Juergens Wealth Management
Washington
$573K +$3.65K +204 +0.7%
CWM
307
Cedar Wealth Management
California
$571K
SFA
308
Sequoia Financial Advisors
Ohio
$547K +$59.6K +3,330 +13%
TFS
309
Thoroughbred Financial Services
Tennessee
$546K +$535K +29,874 New
JG
310
Jefferies Group
New York
$544K +$31.5K +1,761 +6%
AWM
311
Avior Wealth Management
Nebraska
$535K +$174K +9,717 +50%
MAFM
312
Mid Atlantic Financial Management
Pennsylvania
$532K -$102K -5,685 -16%
TPWA
313
TRUE Private Wealth Advisors
Oregon
$532K -$46.2K -2,580 -8%
MWP
314
MYCIO Wealth Partners
Pennsylvania
$531K +$277K +15,483 +114%
SEI Investments
315
SEI Investments
Pennsylvania
$528K +$6.5K +363 +1%
BFA
316
Beaumont Financial Advisors
Massachusetts
$527K +$517K +28,881 New
CAN
317
Cetera Advisor Networks
California
$524K +$12.9K +720 +3%
NEGWA
318
New England Guild Wealth Advisors
Connecticut
$514K
EWM
319
Empirical Wealth Management
Washington
$510K +$11.1K +618 +2%
JPLA
320
Joseph P. Lucia & Associates
New York
$501K +$483 +27 +0.1%
SB
321
Suntrust Banks
Georgia
$499K +$180K +10,035 +58%
PL
322
Plancorp LLC
Missouri
$497K +$1.61K +90 +0.3%
IC
323
Intersect Capital
California
$494K
GCA
324
Gradient Capital Advisors
California
$493K -$19.5K -1,089 -4%
Lido Advisors
325
Lido Advisors
California
$492K +$107 +6 +0%