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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
351
Gradient Investments
Minnesota
$47K +$5.37K +315 +12%
PWM
352
Perigon Wealth Management
California
$47K +$43.8K +2,571 +922%
FCAG
353
First Capital Advisors Group
New Jersey
$46K +$48K +2,814 New
IP
354
Intellectus Partners
California
$45K – – –
WEC
355
Winslow Evans & Crocker
Massachusetts
$44.1K – – –
MCWS
356
McKinley Carter Wealth Services
West Virginia
$39K +$41.1K +2,409 New
AssetMark Inc
357
AssetMark Inc
California
$34K -$17.6K -1,032 -33%
LIA
358
LS Investment Advisors
Michigan
$29K – – –
CAC
359
Certified Advisory Corp
Florida
$27K +$1.02K +60 +4%
Simplex Trading
360
Simplex Trading
Illinois
$27K +$28.9K +1,695 New
BRC
361
Bell Rock Capital
Delaware
$25K – – –
SWMG
362
Signature Wealth Management Group
Georgia
$25K – – –
BFEC
363
Benjamin F. Edwards & Company
Missouri
$25K +$7.83K +459 +43%
William Blair & Company
364
William Blair & Company
Illinois
$24K +$24.6K +1,440 New
AWM
365
Aevitas Wealth Management
Massachusetts
$22K +$102 +6 +0.4%
RFA
366
Reilly Financial Advisors
California
$20K – – –
RCA
367
Rowland Carmichael Advisors
Arizona
$19K -$6.29K -369 -24%
FPFS
368
First Personal Financial Services
North Carolina
$19K – – –
PWAG
369
Polaris Wealth Advisory Group
California
$18K +$18.9K +1,110 New
RBC
370
Roble Belko & Company
Pennsylvania
$17K – – –
MSFP
371
Mark Sheptoff Financial Planning
Connecticut
$16K – – –
SWP
372
Strategic Wealth Partners
Ohio
$16K – – –
Deutsche Bank
373
Deutsche Bank
Germany
$16K +$17.3K +1,017 New
ST
374
Sageworth Trust
Pennsylvania
$15K – – –
WT
375
Whittier Trust
California
$14K – – –