We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SL
476
Salomon & Ludwin
Virginia
$343K – – –
BWA
477
Beam Wealth Advisors
Louisiana
$343K +$81.4K +4,422 +31%
FSA
478
Financial Sense Advisors
California
$332K -$34.9K -1,896 -10%
QAM
479
QCI Asset Management
New York
$332K – – –
GHA
480
GW Henssler & Associates
Georgia
$331K -$61.8K -3,360 -16%
AC
481
Alley Company
Illinois
$330K +$6.29K +342 +2%
GI
482
Gradient Investments
Minnesota
$329K +$34.1K +1,851 +12%
IIC
483
Integrated Investment Consultants
Michigan
$328K +$327K +17,769 New
RWA
484
River Wealth Advisors
Pennsylvania
$326K -$9.11K -495 -3%
CCP
485
Clarkston Capital Partners
Michigan
$325K +$1.16K +63 +0.4%
OCG
486
Opus Capital Group
Ohio
$324K -$37.9K -2,061 -11%
MCM
487
Mengis Capital Management
Oregon
$323K +$11.1K +603 +4%
CAAS
488
Capital Asset Advisory Services
Michigan
$320K – – –
EWF
489
Epstein & White Financial
California
$319K -$73.8K -4,008 -19%
RG
490
Rikoon Group
New Mexico
$316K – – –
SP
491
Successful Portfolios
Florida
$313K -$15.1K -822 -5%
GAM
492
Grandview Asset Management
Pennsylvania
$312K +$311K +16,914 New
MAS
493
Madden Advisory Services
Florida
$310K -$76.5K -4,158 -20%
Cerity Partners
494
Cerity Partners
New York
$310K -$17.1K -930 -5%
WWM
495
Windsor Wealth Management
Indiana
$308K +$297K +16,119 New
FHA
496
Flagship Harbor Advisors
Massachusetts
$307K -$16.1K -873 -5%
IRC
497
Investors Research Corp
Georgia
$297K +$297K +16,137 New
MSS
498
Mitchell Sinkler & Starr
Pennsylvania
$296K +$6.9K +375 +2%
Vanguard Personalized Indexing Management
499
Vanguard Personalized Indexing Management
California
$294K – – –
RA
500
RFG Advisory
Alabama
$292K -$5.41K -294 -2%