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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
451
Optimum Investment Advisors
Illinois
$12K +$100 +6 +0.8%
ME
452
McIlrath & Eck
Washington
$11K – – –
EK
453
Evensky & Katz
Florida
$11K +$50 +3 +0.4%
GRP
454
Global Retirement Partners
California
$10K – – –
FMP
455
Financial Management Professionals
Texas
$10K +$5.1K +306 +102%
PGWM
456
Parisi Gray Wealth Management
New Jersey
$10K +$11K +660 New
GAM
457
Gemmer Asset Management
California
$9K – – –
LFG
458
LifePlan Financial Group
Ohio
$9K – – –
JGIA
459
Jackson Grant Investment Advisers
Connecticut
$9K +$150 +9 +2%
ESB
460
Essex Savings Bank
Connecticut
$9K +$10.1K +606 New
Fidelity Investments
461
Fidelity Investments
Massachusetts
$8K +$8.55K +513 +17,100%
AAP
462
Arax Advisory Partners
Colorado
$7K -$17.4K -1,041 -71%
LFA
463
Legacy Financial Advisors
Kentucky
$7K – – –
RIA
464
RPG Investment Advisory
California
$7K +$7K +420 New
FPS
465
Fieldpoint Private Securities
Connecticut
$7K +$7.15K +429 New
GT
466
Glenmede Trust
Pennsylvania
$7K +$8.45K +507 New
AWM
467
AllSquare Wealth Management
New York
$5K – – –
IF
468
Ironwood Financial
Arizona
$5K – – –
HR
469
Howe & Rusling
New York
$5K +$5.35K +321 New
IFAM
470
Institutional & Family Asset Management
Colorado
$4K – – –
NWM
471
Northwest Wealth Management
Iowa
$4K – – –
JA
472
JOYN Advisors
Georgia
$3K – – –
RFC
473
Regions Financial Corp
Alabama
$3K – – –
DOA
474
D'Orazio & Associates
Virginia
$3K +$1.5K +90 +79%
CA
475
Claro Advisors
Massachusetts
$3K +$2.8K +168 New