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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
651
AlphaMark Advisors
Kentucky
$9K +$9.38K +510 New
FA
652
Faithward Advisors
Pennsylvania
$8K – – –
RIA
653
RPG Investment Advisory
California
$8K – – –
EWM
654
Edge Wealth Management
New York
$6K -$241K -13,122 -97%
AIP
655
Ameritas Investment Partners
Nebraska
$6K – – –
Bessemer Group
656
Bessemer Group
New Jersey
$6K – – –
LB
657
Legacy Bridge
Iowa
$6K – – –
CAM
658
Costello Asset Management
Pennsylvania
$6K +$5.52K +300 New
IFAM
659
Institutional & Family Asset Management
Colorado
$5K – – –
MA
660
MCF Advisors
Kentucky
$5K – – –
NG
661
NWK Group
California
$5K – – –
QCMC
662
Quantum Capital Management (California)
California
$5K – – –
TIM
663
Tortoise Investment Management
New York
$5K +$3.26K +177 +197%
IWP
664
IAG Wealth Partners
Wisconsin
$4K – – –
SIS
665
Sound Income Strategies
Florida
$4K – – –
BWP
666
Baldwin Wealth Partners
Massachusetts
$3K – – –
PO
667
Private Ocean
California
$3K – – –
CP
668
Corbenic Partners
Pennsylvania
$3K +$3.31K +180 New
JSC
669
Jackson Square Capital
California
$3K +$3.48K +189 New
DTIM
670
Danda Trouve Investment Management
Kansas
$2K – – –
DOA
671
D'Orazio & Associates
Virginia
$2K – – –
TFM
672
TFC Financial Management
Massachusetts
$2K +$2.15K +117 New
EK
673
Evensky & Katz
Florida
$1K -$221 -12 -29%
JWA
674
JFS Wealth Advisors
Pennsylvania
$1K – – –
NC
675
NewSquare Capital
Pennsylvania
$1K – – –