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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RG
451
Rikoon Group
New Mexico
$331K
SW
452
SVB Wealth
Massachusetts
$330K -$53.7K -2,865 -14%
Betterment LLC
453
Betterment LLC
New York
$326K +$41.8K +2,232 +15%
TFA
454
Toth Financial Advisory
Virginia
$325K -$4.38K -234 -1%
CCA
455
Cobblestone Capital Advisors
New York
$321K +$1.69K +90 +0.5%
AF
456
Alerus Financial
North Dakota
$318K
RPGK
457
Retirement Planning Group (Kansas)
Kansas
$318K
DI
458
DFPG Investments
Utah
$318K +$56 +3 +0%
AWM
459
Apollon Wealth Management
South Carolina
$315K +$1.52K +81 +0.5%
RA
460
RFG Advisory
Alabama
$314K -$22.4K -1,197 -7%
EVM
461
Eaton Vance Management
Massachusetts
$314K +$304K +16,239 New
EI
462
Ellevest Inc
New York
$313K -$142K -7,563 -32%
MCM
463
Mengis Capital Management
Oregon
$313K -$14.4K -768 -5%
SWA
464
Stratos Wealth Advisors
Ohio
$312K +$303K +16,149 New
SWMG
465
Sanchez Wealth Management Group
Florida
$306K
MSA
466
Marino Stram & Associates
Massachusetts
$303K -$1.8K -96 -0.6%
SP
467
Successful Portfolios
Florida
$302K -$38.3K -2,043 -12%
PNC Financial Services Group
468
PNC Financial Services Group
Pennsylvania
$299K
PFC
469
Phocas Financial Corp
California
$297K
DT
470
Diversified Trust
Tennessee
$294K +$31.1K +1,662 +12%
GI
471
Gradient Investments
Minnesota
$293K +$18K +960 +7%
SBIA
472
Sheaff Brock Investment Advisors
Indiana
$292K -$58.2K -3,108 -17%
WCM
473
Weik Capital Management
Pennsylvania
$290K +$23.3K +1,245 +9%
FFC
474
First Financial Corp
Indiana
$285K
FHC
475
First Heartland Consultants
Missouri
$283K +$33K +1,761 +14%