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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPS
501
Fieldpoint Private Securities
Connecticut
$7K – – –
RIA
502
RPG Investment Advisory
California
$7K – – –
William Blair & Company
503
William Blair & Company
Illinois
$7K +$6.25K +372 +1,240%
IF
504
Ironwood Financial
Arizona
$6K – – –
FMP
505
Financial Management Professionals
Texas
$5K -$4.99K -297 -49%
AWM
506
AllSquare Wealth Management
New York
$5K – – –
IFAM
507
Institutional & Family Asset Management
Colorado
$5K – – –
NWM
508
Northwest Wealth Management
Iowa
$5K – – –
DOA
509
D'Orazio & Associates
Virginia
$4K – – –
HI
510
Hudock Inc
Pennsylvania
$3K -$28.5K -1,692 -89%
BWP
511
Baldwin Wealth Partners
Massachusetts
$3K – – –
RFC
512
Regions Financial Corp
Alabama
$3K – – –
SIS
513
Sound Income Strategies
Florida
$3K – – –
LPWM
514
Lake Point Wealth Management
Texas
$3K +$2.42K +144 New
NCM
515
Next Capital Management
New York
$2K – – –
PK
516
Pflug Koory
Nebraska
$2K – – –
TIM
517
Tortoise Investment Management
New York
$2K – – –
AIS
518
Accurate Investment Solutions
Pennsylvania
$1K – – –
HH
519
HWG Holdings
Texas
$1K – – –
JWA
520
JFS Wealth Advisors
Pennsylvania
$1K – – –
WOC
521
West Oak Capital
California
$1K +$656 +39 New
ACM
522
Argent Capital Management
Missouri
– -$14.9M -954,426 Closed
RBCM
523
Raub Brock Capital Management
California
– -$3.58M -228,864 Closed
WCM
524
Weatherstone Capital Management
Colorado
– -$2.6M -146,976 Closed
GFP
525
Gryphon Financial Partners
Ohio
– -$1.29M -78,483 Closed