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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
426
Tortoise Investment Management
New York
$2K
AIS
427
Accurate Investment Solutions
Pennsylvania
$1K
FFW
428
Fusion Family Wealth
New York
$1K
JWA
429
JFS Wealth Advisors
Pennsylvania
$1K
CF
430
Centaurus Financial
California
$707 -$849K -49,041 -100%
FRA
431
Front Row Advisors
California
$215 +$52 +3 +0%
KM
432
Kalos Management
Georgia
-$978K -56,916 Closed
MIAN
433
Mariner Independent Advisor Network
Kansas
-$742K -45,186 Closed
Wolverine Trading
434
Wolverine Trading
Illinois
-$454K -27,768 Closed
DT
435
Diversified Trust
Tennessee
-$384K -23,364 Closed
Goldman Sachs
436
Goldman Sachs
New York
-$267K -16,248 Closed
SWMG
437
Sanchez Wealth Management Group
Florida
-$260K -15,828 Closed
FPCG
438
Fort Pitt Capital Group
Pennsylvania
-$226K -13,746 Closed
SG Americas Securities
439
SG Americas Securities
New York
-$151K -9,201 Closed
B
440
Bridgeworth
Alabama
-$116K -7,119 Closed
KCPG
441
Kavar Capital Partners Group
Kansas
-$100K -6,081 Closed
IWP
442
Icon Wealth Partners
Texas
-$84K -5,130 Closed
WT
443
Washington Trust
Rhode Island
-$15K -900 Closed
SWPG
444
Strategic Wealth Partners Group
Illinois
-$13.8K -840 Closed
CCM
445
Cribstone Capital Management
Maine
-$9K -528 Closed
RWP
446
RWA Wealth Partners
Massachusetts
-$6K -387 Closed
CFC
447
Coyle Financial Counsel
Illinois
-$5K -300 Closed
BCMIO
448
Beacon Capital Management Inc (Ohio)
Ohio
-$2K -135 Closed
Fidelity Investments
449
Fidelity Investments
Massachusetts
+$52 +3 New