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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWA
401
TCI Wealth Advisors
Arizona
$105K +$37K +2,220 +49%
SSB
402
Sandy Spring Bank
Maryland
$103K -$10K -600 -8%
BAMG
403
Brand Asset Management Group
Missouri
$99K – – –
CCMW
404
Cypress Capital Management (Wyoming)
Wyoming
$98K -$859K -51,537 -89%
WAM
405
Wealthspire Advisors (Maryland)
Maryland
$96K +$300 +18 +0.3%
PFC
406
Phocas Financial Corp
California
$91K – – –
WF
407
WealthTrust Fairport
Ohio
$90K +$1.45K +87 +2%
MOS
408
MGO One Seven
Ohio
$89K +$95K +5,700 New
OAM
409
Oppenheimer Asset Management
New York
$86K +$91K +5,463 New
HNB
410
Huntington National Bank
Ohio
$82K – – –
PB
411
Pinnacle Bancorp
Nebraska
$78K +$83.2K +4,995 New
AIM
412
Anchor Investment Management
South Carolina
$71.9K +$65K +3,900 +563%
PCP
413
Proficio Capital Partners
Massachusetts
$70K – – –
FANJ
414
Financial Architects (New Jersey)
New Jersey
$68K -$5.5K -330 -7%
JCM
415
Jacobi Capital Management
Pennsylvania
$61K – – –
AF
416
Allworth Financial
California
$59K +$800 +48 +1%
EWM
417
Elmwood Wealth Management
California
$57K – – –
DWM
418
Doyle Wealth Management
Florida
$53K +$56.9K +3,417 New
BlackRock
419
BlackRock
New York
$49K +$350 +21 +0.7%
GI
420
Gradient Investments
Minnesota
$46K -$30.2K -1,812 -38%
BWA
421
BDO Wealth Advisors
Florida
$45K -$9.4K -564 -16%
WEC
422
Winslow Evans & Crocker
Massachusetts
$44K – – –
VRM
423
Vectors Research Management
New York
$38K +$40K +2,400 New
WAM
424
Watermark Asset Management
California
$33K – – –
SIM
425
Sonora Investment Management
Arizona
$33K +$25K +1,500 +250%