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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPP
426
Capasso Planning Partners
South Carolina
$3.02M +$272K +10,704 +9%
WLIM
427
White Lighthouse Investment Management
Massachusetts
$2.99M -$41.7K -1,638 -1%
JPLA
428
Joseph P. Lucia & Associates
New York
$2.99M +$359K +14,124 +13%
TA
429
TruWealth Advisors
Louisiana
$2.97M +$2.82M +110,670 +803%
SAF
430
Smith Anglin Financial
Texas
$2.97M -$46.2K -1,815 -1%
CS
431
Comerica Securities
Michigan
$2.95M +$719K +28,281 +30%
MFGM
432
Marshall Financial Group (Maryland)
Maryland
$2.92M +$1.11M +43,500 +55%
FPCM
433
Financial Partners Capital Management
New York
$2.92M +$52K +2,043 +2%
MIAN
434
Mariner Independent Advisor Network
Kansas
$2.89M +$335K +13,167 +12%
H
435
HoyleCohen
California
$2.88M +$28.5K +1,119 +0.9%
AF
436
Apexium Financial
Texas
$2.88M +$2.74M +107,673 +835%
Nomura Asset Management
437
Nomura Asset Management
Japan
$2.88M +$855K +33,600 +66%
IAP
438
Indie Asset Partners
Indiana
$2.87M +$347K +13,644 +13%
NF
439
Nikulski Financial
Iowa
$2.85M +$12.2K +480 +0.4%
SFMG
440
Sage Financial Management Group
Virginia
$2.85M +$132K +5,199 +5%
XF
441
XML Financial
Maryland
$2.84M +$115K +4,536 +4%
MCCP
442
Mission Creek Capital Partners
California
$2.82M -$136K -5,331 -4%
BP
443
Broadleaf Partners
Ohio
$2.81M -$295K -11,598 -9%
LWM
444
Loveless Wealth Management
Montana
$2.77M +$101K +3,960 +4%
ACM
445
Advisors Capital Management
New Jersey
$2.74M +$93.4K +3,672 +3%
RC
446
Rovin Capital
Arizona
$2.69M -$4.68M -184,074 -62%
WIM
447
Warwick Investment Management
Texas
$2.68M +$256K +10,080 +10%
SSI
448
Scott & Selber Inc
Texas
$2.66M +$100K +3,948 +4%
Fidelity Investments
449
Fidelity Investments
Massachusetts
$2.62M -$101K -3,981 -4%
PAMG
450
Patton Albertson Miller Group
Tennessee
$2.61M -$199K -7,839 -7%