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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
401
MYCIO Wealth Partners
Pennsylvania
$237K -$28.3K -1,683 -11%
FC
402
Fulcrum Capital
Washington
$234K -$112K -6,687 -33%
RRC
403
Relaxing Retirement Coach
Massachusetts
$234K – – –
ACM
404
Allred Capital Management
Texas
$231K – – –
FRA
405
Front Row Advisors
California
$230K +$1.51K +90 +0.7%
PFA
406
Pure Financial Advisors
California
$230K +$222K +13,209 New
SWM
407
Segment Wealth Management
Texas
$229K +$221K +13,161 New
Betterment LLC
408
Betterment LLC
New York
$227K +$219K +13,047 New
NSAM
409
North Star Asset Management
Wisconsin
$225K – – –
WWM
410
Windsor Wealth Management
Indiana
$222K +$214K +12,729 New
FPCG
411
Fort Pitt Capital Group
Pennsylvania
$214K -$22K -1,311 -10%
WCM
412
Whitener Capital Management
North Carolina
$213K +$20.2K +1,200 +11%
JA
413
JVL Associates
Michigan
$213K +$206K +12,246 New
DT
414
Diversified Trust
Tennessee
$211K +$203K +12,081 New
LNWWM
415
Laird Norton Wetherby Wealth Management
California
$210K +$203K +12,057 New
FFC
416
First Financial Corp
Indiana
$206K – – –
IIC
417
Ironwood Investment Counsel
Arizona
$206K +$199K +11,838 New
SB
418
Strategic Blueprint
Georgia
$205K +$198K +11,775 New
FHA
419
First Horizon Advisors
Tennessee
$204K -$6.86K -408 -3%
PFC
420
Phocas Financial Corp
California
$204K – – –
KC
421
Kingfisher Capital
North Carolina
$204K +$196K +11,679 New
AP
422
Appleton Partners
Massachusetts
$204K +$197K +11,688 New
IWA
423
Intercontinental Wealth Advisors
Texas
$199K -$20.2K -1,200 -10%
DAM
424
Delta Asset Management
Tennessee
$199K – – –
WAM
425
Wealthspire Advisors (Maryland)
Maryland
$187K +$77.4K +4,605 +75%