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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SQA
601
Simon Quick Advisors
New Jersey
$63K – – –
NFSG
602
Newbridge Financial Services Group
Florida
$60K +$59.5K +3,234 New
Deutsche Bank
603
Deutsche Bank
Germany
$59K -$680K -36,939 -92%
AWA
604
Arkadios Wealth Advisors
Georgia
$51.7K +$40.4K +2,193 +491%
PCIA
605
Prime Capital Investment Advisors
Kansas
$51K -$4.86K -264 -9%
WEC
606
Winslow Evans & Crocker
Massachusetts
$49K – – –
SIM
607
Sonora Investment Management
Arizona
$46K +$27.6K +1,500 +154%
PIP
608
Peachtree Investment Partners
Florida
$45K -$938 -51 -2%
RIM
609
Rockbridge Investment Management
New York
$43K – – –
WT
610
Washington Trust
Rhode Island
$43K +$25.9K +1,410 +157%
HR
611
Howe & Rusling
New York
$43K +$42.7K +2,319 New
VCM
612
Vigilant Capital Management
Maine
$38K +$37.9K +2,061 New
BWL
613
Bogart Wealth LLC
Virginia
$36K -$11.5K -624 -24%
RBC
614
Roble Belko & Company
Pennsylvania
$36K -$3.48K -189 -9%
PMFA
615
Plante Moran Financial Advisors
Michigan
$35K +$17.3K +939 +98%
HPC
616
HM Payson & Co
Maine
$34K – – –
EP
617
Eudaimonia Partners
Tennessee
$33K – – –
HNB
618
Huntington National Bank
Ohio
$33K – – –
MF
619
Manchester Financial
California
$32K +$1.49K +81 +5%
BlackRock
620
BlackRock
New York
$31K -$3.48K -189 -10%
HIA
621
Harbor Investment Advisory
Maryland
$30K – – –
Simplex Trading
622
Simplex Trading
Illinois
$29K +$29.6K +1,611 New
FP
623
Financial Perspectives
Minnesota
$28.3K +$9.11K +495 +48%
GCM
624
Gables Capital Management
Florida
$28K – – –
CCA
625
Column Capital Advisors
Indiana
$28K +$2.76K +150 +11%