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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CHJWM
601
Carlton Hofferkamp & Jenks Wealth Management
Texas
$266K -$487 -24 -0.2%
CA
602
Calton & Associates
Florida
$265K +$251K +12,396 New
LWA
603
LWS Wealth Advisors
New Jersey
$263K +$7.18K +354 +3%
Betterment LLC
604
Betterment LLC
New York
$263K +$20.5K +1,011 +9%
FHA
605
First Horizon Advisors
Tennessee
$258K – – –
FHC
606
First Heartland Consultants
Missouri
$256K +$22.3K +1,098 +10%
SP
607
Successful Portfolios
Florida
$254K -$103K -5,082 -30%
SC
608
Savant Capital
Illinois
$254K +$241K +11,868 New
NSIM
609
North Star Investment Management
Illinois
$253K +$240K +11,838 New
PWM
610
Perigon Wealth Management
California
$251K +$238K +11,733 New
GGI
611
Godsey & Gibb Inc
Virginia
$250K +$237K +11,673 New
OFG
612
Omega Financial Group
California
$248K +$1.7K +84 +0.7%
AP
613
Appleton Partners
Massachusetts
$247K -$59.9K -2,955 -20%
CWM
614
Cornerstone Wealth Management
Missouri
$247K +$7.18K +354 +3%
BDFN
615
Bond & Devick Financial Network
Minnesota
$247K +$234K +11,556 New
MFG
616
Magnus Financial Group
New York
$245K +$232K +11,463 New
DAM
617
Delta Asset Management
Tennessee
$244K -$122 -6 -0.1%
PFM
618
Parsec Financial Management
North Carolina
$241K -$7.24K -357 -3%
CG
619
Corundum Group
Colorado
$240K – – –
RRC
620
Relaxing Retirement Coach
Massachusetts
$239K -$227K -11,196 -50%
AP
621
Adero Partners
California
$237K – – –
BBA
622
BLB&B Advisors
Pennsylvania
$237K – – –
AFA
623
American Financial Advisors
Georgia
$237K +$4.01K +198 +2%
TNB
624
TCF National Bank
South Dakota
$236K -$4.56K -225 -2%
AFS
625
Annapolis Financial Services
Maryland
$236K +$224K +11,025 New