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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
351
Guyasuta Investment Advisors
Pennsylvania
$585K +$700K +39,000 New
BCM
352
Brasada Capital Management
Texas
$582K -$451K -25,098 -39%
WF
353
Welch & Forbes
Massachusetts
$578K
LAIC
354
Lederer & Associates Investment Counsel
California
$576K -$42.5K -2,367 -6%
TFGT
355
TS Financial Group (TSFG)
Illinois
$576K -$31.8K -1,770 -4%
DW
356
Domani Wealth
Pennsylvania
$576K +$368K +20,472 +114%
IAS
357
IMA Advisory Services
Colorado
$558K -$97.3K -5,418 -13%
LF
358
LifeSteps Financial
California
$556K +$304K +16,911 +84%
MA
359
MONECO Advisors
Connecticut
$553K -$14.2K -792 -2%
RWM
360
Rench Wealth Management
Texas
$542K -$16K -891 -2%
CFGS
361
Concourse Financial Group Securities
Alabama
$540K +$10.7K +597 +2%
MCP
362
Martin Capital Partners
Oregon
$531K -$323 -18 -0.1%
KC
363
Kingfisher Capital
North Carolina
$530K +$123K +6,867 +24%
AWM
364
Avior Wealth Management
Nebraska
$529K +$26.2K +1,461 +4%
PCWA
365
Pacific Capital Wealth Advisors
California
$529K +$81.3K +4,527 +15%
VWA
366
V Wealth Advisors
Kansas
$526K +$630K +35,073 New
EWM
367
Empirical Wealth Management
Washington
$523K +$255K +14,220 +69%
LAS
368
Lloyd Advisory Services
Georgia
$523K +$596K +33,210 +1,987%
CFMC
369
Curbstone Financial Management Corp
New Hampshire
$522K +$164K +9,150 +36%
KA
370
Kovack Advisors
Florida
$521K -$2.43M -135,402 -80%
GHA
371
GW Henssler & Associates
Georgia
$519K -$101K -5,637 -14%
FC
372
Fusion Capital
South Carolina
$516K -$356K -19,854 -37%
SFA
373
Sequoia Financial Advisors
Ohio
$516K +$75.8K +4,221 +14%
Lido Advisors
374
Lido Advisors
California
$513K +$129K +7,206 +27%
YWP
375
YorkBridge Wealth Partners
New York
$512K -$63.6K -3,543 -9%