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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
601
LWS Wealth Advisors
New Jersey
$263K +$7.18K +354 +3%
Betterment LLC
602
Betterment LLC
New York
$263K +$20.5K +1,011 +9%
FHA
603
First Horizon Advisors
Tennessee
$258K
FHC
604
First Heartland Consultants
Missouri
$256K +$22.3K +1,098 +10%
SP
605
Successful Portfolios
Florida
$254K -$103K -5,082 -30%
SC
606
Savant Capital
Illinois
$254K +$241K +11,868 New
NSIM
607
North Star Investment Management
Illinois
$253K +$240K +11,838 New
PWM
608
Perigon Wealth Management
California
$251K +$238K +11,733 New
GGI
609
Godsey & Gibb Inc
Virginia
$250K +$237K +11,673 New
OFG
610
Omega Financial Group
California
$248K +$1.7K +84 +0.7%
AP
611
Appleton Partners
Massachusetts
$247K -$59.9K -2,955 -20%
CWM
612
Cornerstone Wealth Management
Missouri
$247K +$7.18K +354 +3%
BDFN
613
Bond & Devick Financial Network
Minnesota
$247K +$234K +11,556 New
MFG
614
Magnus Financial Group
New York
$245K +$232K +11,463 New
DAM
615
Delta Asset Management
Tennessee
$244K -$122 -6 -0.1%
PFM
616
Parsec Financial Management
North Carolina
$241K -$7.24K -357 -3%
CG
617
Corundum Group
Colorado
$240K
RRC
618
Relaxing Retirement Coach
Massachusetts
$239K -$227K -11,196 -50%
AP
619
Adero Partners
California
$237K
BBA
620
BLB&B Advisors
Pennsylvania
$237K
AFA
621
American Financial Advisors
Georgia
$237K +$4.01K +198 +2%
TNB
622
TCF National Bank
South Dakota
$236K -$4.56K -225 -2%
AFS
623
Annapolis Financial Services
Maryland
$236K +$224K +11,025 New
MCM
624
MAI Capital Management
Ohio
$236K +$224K +11,037 New
BA
625
Bridge Advisory
California
$230K +$218K +10,752 New