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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
401
BerganKDV Wealth Management
Minnesota
$15K +$104 +6 +0.7%
WB
402
Webster Bank
Connecticut
$14K – – –
OIA
403
Optimum Investment Advisors
Illinois
$13K +$52 +3 +0.4%
AIM
404
Anchor Investment Management
South Carolina
$12.3K +$11.4K +660 +2,000%
MA
405
MCF Advisors
Kentucky
$12K -$571 -33 -5%
ME
406
McIlrath & Eck
Washington
$12K – – –
EK
407
Evensky & Katz
Florida
$12K +$104 +6 +0.9%
GAM
408
Gemmer Asset Management
California
$11K – – –
GRP
409
Global Retirement Partners
California
$11K – – –
SIM
410
Sonora Investment Management
Arizona
$11K – – –
LFG
411
LifePlan Financial Group
Ohio
$10K – – –
JGIA
412
Jackson Grant Investment Advisers
Connecticut
$10K +$104 +6 +1%
HNB
413
Huntington National Bank
Ohio
$8K – – –
LFA
414
Legacy Financial Advisors
Kentucky
$8K – – –
IF
415
Ironwood Financial
Arizona
$6K – – –
Financial Engines Advisors
416
Financial Engines Advisors
California
$6K +$5.87K +339 New
AWM
417
AllSquare Wealth Management
New York
$5K – – –
IFAM
418
Institutional & Family Asset Management
Colorado
$5K – – –
NWM
419
Northwest Wealth Management
Iowa
$5K – – –
FMP
420
Financial Management Professionals
Texas
$5K +$5.19K +300 New
NFG
421
Next Financial Group
Texas
$4K +$4.26K +246 New
RFC
422
Regions Financial Corp
Alabama
$3K -$11.2K -645 -79%
BWP
423
Baldwin Wealth Partners
Massachusetts
$3K – – –
JA
424
JOYN Advisors
Georgia
$3K – – –
DOA
425
D'Orazio & Associates
Virginia
$2K – – –