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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
401
Toth Financial Advisory
Virginia
$311K -$31.5K -1,758 -9%
IAA
402
Independent Advisor Alliance
North Carolina
$311K +$294K +16,422 New
MCM
403
Mengis Capital Management
Oregon
$310K -$5.26K -294 -2%
CCA
404
Cobblestone Capital Advisors
New York
$302K +$752 +42 +0.3%
AF
405
Alerus Financial
North Dakota
$301K
RPGK
406
Retirement Planning Group (Kansas)
Kansas
$301K
AWM
407
Apollon Wealth Management
South Carolina
$294K -$12.8K -714 -4%
MA
408
MUFG Americas
New York
$292K
SWMG
409
Sanchez Wealth Management Group
Florida
$289K
MSA
410
Marino Stram & Associates
Massachusetts
$288K +$1.5K +84 +0.5%
DI
411
DFPG Investments
Utah
$287K +$107 +6 +0%
BCMO
412
Buckingham Capital Management (Ohio)
Ohio
$286K -$15.6K -873 -5%
GGI
413
Godsey & Gibb Inc
Virginia
$284K -$83.6K -4,671 -23%
PNC Financial Services Group
414
PNC Financial Services Group
Pennsylvania
$282K +$148K +8,277 +115%
FFC
415
First Financial Corp
Indiana
$270K
KC
416
Kingfisher Capital
North Carolina
$270K +$55.3K +3,090 +26%
HL
417
HeadInvest LLC
Maine
$264K +$259K +14,445 New
IIC
418
Ironwood Investment Counsel
Arizona
$260K -$38.7K -2,160 -13%
Betterment LLC
419
Betterment LLC
New York
$260K
GI
420
Gradient Investments
Minnesota
$260K +$11.2K +627 +5%
CWM
421
Confluence Wealth Management
Oregon
$258K -$6.82K -381 -3%
LBC
422
Lowe Brockenbrough & Co
Virginia
$257K
LFG
423
LifePlan Financial Group
Ohio
$254K +$152K +8,502 +157%
SWA
424
Sutton Wealth Advisors
Florida
$253K
BFEC
425
Benjamin F. Edwards & Company
Missouri
$253K -$236K -13,179 -49%