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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
376
Legacy Financial Advisors
Kentucky
$8K +$7.74K +471 New
BWA
377
BDO Wealth Advisors
Florida
$8K +$7.79K +474 New
LWM
378
Lenox Wealth Management
Ohio
$7K +$3.35K +204 New
WC
379
Westwind Capital
New Mexico
$6K +$5.91K +360 New
Chevy Chase Trust
380
Chevy Chase Trust
Maryland
$5K -$23.4K -1,422 -82%
GWS
381
Glassman Wealth Services
Virginia
$5K – – –
PWM
382
Perigon Wealth Management
California
$5K +$887 +54 +24%
CG
383
Cutler Group
California
$5K +$4.93K +300 New
BWA
384
Burt Wealth Advisors
Maryland
$4K – – –
WAP
385
Wealthcare Advisory Partners
Pennsylvania
$4K – – –
AWM
386
Avior Wealth Management
Nebraska
$3K – – –
EWM
387
Evercore Wealth Management
New York
$2K – – –
PK
388
Pflug Koory
Nebraska
$2K – – –
TIM
389
Tortoise Investment Management
New York
$2K – – –
DOA
390
D'Orazio & Associates
Virginia
$2K +$1.87K +114 New
AIS
391
Accurate Investment Solutions
Pennsylvania
$1K – – –
JWA
392
JFS Wealth Advisors
Pennsylvania
$1K – – –
PA
393
Parallel Advisors
California
$1K – – –
AIM
394
Anchor Investment Management
South Carolina
$567 – – –
TSS
395
Two Sigma Securities
New York
– -$9.68M -620,550 Closed
YMRC
396
Yorktown Management & Research Company
Virginia
– -$5.15M -330,000 Closed
O
397
OppenheimerFunds
New York
– -$4.02M -257,799 Closed
FA
398
Fagan Associates
New York
– -$2.88M -184,650 Closed
NPC
399
National Planning Corporation
California
– -$1.51M -96,924 Closed
GS
400
Girard Securities
California
– -$1.12M -71,730 Closed