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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
326
TRUE Private Wealth Advisors
Oregon
$406K +$50 +3 +0%
CWM
327
Cornerstone Wealth Management
Missouri
$403K -$3.78K -225 -2%
AL
328
Aspiriant LLC
California
$403K – – –
Fidelity Investments
329
Fidelity Investments
Massachusetts
$401K +$378K +22,506 +4,362%
AWM
330
Apollon Wealth Management
South Carolina
$400K -$6.22M -369,879 -94%
SA
331
Strategic Advisors
New York
$400K -$58.3K -3,468 -13%
BCWM
332
Blue Chip Wealth Management
Florida
$395K +$1.31K +78 +0.3%
JPLA
333
Joseph P. Lucia & Associates
New York
$394K +$371K +22,083 New
NEPWA
334
New England Private Wealth Advisors
Massachusetts
$393K +$87.3K +5,193 +30%
WCM
335
Windham Capital Management
Massachusetts
$392K +$378K +22,500 New
CRC
336
Curi RMB Capital
Illinois
$382K +$75.4K +4,485 +26%
AC
337
Alley Company
Illinois
$379K +$20.4K +1,215 +6%
HIC
338
Holderness Investments Company
North Carolina
$373K +$45.8K +2,721 +15%
CG
339
Colony Group
Massachusetts
$373K +$359K +21,378 New
PPP
340
Private Portfolio Partners
New Jersey
$372K -$51.4K -3,054 -13%
EWF
341
Epstein & White Financial
California
$372K -$26.4K -1,569 -7%
CCP
342
Clarkston Capital Partners
Michigan
$372K +$3.63K +216 +1%
SB
343
Suntrust Banks
Georgia
$371K +$15.8K +939 +5%
TIA
344
Traphagen Investment Advisors
New Jersey
$371K +$358K +21,267 New
TFA
345
Toth Financial Advisory
Virginia
$369K -$13.3K -792 -4%
RRWA
346
Rainey & Randall Wealth Advisors
Florida
$367K +$10.4K +618 +3%
SBIA
347
Sheaff Brock Investment Advisors
Indiana
$365K +$2.02K +120 +0.6%
WP
348
WMS Partners
Maryland
$364K +$43.6K +2,595 +14%
BA
349
Belvedere Advisors
California
$364K +$351K +20,898 New
SBH
350
Segall Bryant & Hamill
Illinois
$363K – – –