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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JPLA
401
Joseph P. Lucia & Associates
New York
$423K +$20K +1,116 +4%
NEGWA
402
New England Guild Wealth Advisors
Connecticut
$422K – – –
Johnson Investment Counsel
403
Johnson Investment Counsel
Ohio
$418K -$3.45K -192 -0.7%
SAM
404
Sawgrass Asset Management
Florida
$412K +$166K +9,225 +51%
GDP
405
Great Diamond Partners
Maine
$407K -$293K -16,320 -38%
IC
406
Intersect Capital
California
$406K – – –
Cetera Advisor Networks
407
Cetera Advisor Networks
California
$406K +$215 +12 +0%
MSA
408
Marino Stram & Associates
Massachusetts
$404K +$202K +11,232 +72%
EFS
409
Essex Financial Services
Connecticut
$402K +$481K +26,793 New
CT
410
Caldwell Trust
Florida
$395K +$9.16K +510 +2%
SA
411
Strategic Advisors
New York
$395K -$336K -18,708 -43%
BCA
412
Bay Colony Advisors
Massachusetts
$395K -$18.5K -1,032 -4%
BIM
413
Baldwin Investment Management
Pennsylvania
$391K +$162 +9 +0%
WP
414
WMS Partners
Maryland
$390K +$71.3K +3,972 +18%
SHWM
415
Silicon Hills Wealth Management
Texas
$390K +$461K +25,653 +7,567%
SFM
416
Signet Financial Management
New Jersey
$384K +$416K +23,175 New
FHA
417
Flagship Harbor Advisors
Massachusetts
$382K -$765K -42,624 -63%
SignatureFD
418
SignatureFD
Georgia
$377K +$54.8K +3,051 +14%
CBA
419
Coastal Bridge Advisors
Connecticut
$369K – – –
LRPA
420
L. Roy Papp & Associates
Arizona
$366K – – –
PP
421
Patten & Patten
Tennessee
$364K -$189K -10,503 -30%
AWM
422
Argent Wealth Management
Massachusetts
$362K -$343K -19,095 -45%
FM
423
Foster & Motley
Ohio
$361K +$106K +5,889 +32%
GCA
424
Gradient Capital Advisors
California
$357K -$43.4K -2,415 -9%
RRWA
425
Rainey & Randall Wealth Advisors
Florida
$353K +$2.15K +120 +0.5%