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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GLA
326
Good Life Advisors
Pennsylvania
$433K
Cerity Partners
327
Cerity Partners
New York
$430K +$427K +24,258 New
PWM
328
Paulson Wealth Management
Illinois
$429K
BIM
329
Baldwin Investment Management
Pennsylvania
$422K
Cetera Investment Advisers
330
Cetera Investment Advisers
Illinois
$421K -$6.07K -345 -1%
BCA
331
Bay Colony Advisors
Massachusetts
$410K +$73.9K +4,200 +22%
NEPWA
332
New England Private Wealth Advisors
Massachusetts
$407K +$9.97K +567 +3%
OWP
333
Obermeyer Wealth Partners
Colorado
$402K +$399K +22,707 New
BCWM
334
Blue Chip Wealth Management
Florida
$401K
SA
335
Strategic Advisors
New York
$399K -$5.7K -324 -1%
Fidelity Investments
336
Fidelity Investments
Massachusetts
$398K -$9.13K -519 -2%
WCM
337
Windham Capital Management
Massachusetts
$398K
AC
338
Alley Company
Illinois
$394K +$10K +570 +3%
LRPA
339
L. Roy Papp & Associates
Arizona
$393K +$104K +5,940 +36%
SBH
340
Segall Bryant & Hamill
Illinois
$390K +$21.4K +1,215 +6%
HIC
341
Holderness Investments Company
North Carolina
$382K +$3.69K +210 +1%
CMBA
342
C.M. Bidwell & Associates
Hawaii
$381K +$106K +6,000 +39%
EWF
343
Epstein & White Financial
California
$378K
TIA
344
Traphagen Investment Advisors
New Jersey
$376K +$211 +12 +0.1%
CGL
345
Clarius Group LLC
Washington
$374K +$99.4K +5,649 +36%
RRWA
346
Rainey & Randall Wealth Advisors
Florida
$372K
SBIA
347
Sheaff Brock Investment Advisors
Indiana
$370K
WP
348
WMS Partners
Maryland
$369K
NFG
349
Nadler Financial Group
Illinois
$368K
CRC
350
Curi RMB Capital
Illinois
$364K -$24.1K -1,371 -6%