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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
51
Regal Investment Advisors
Michigan
$632K +$632K +49,173 New
WCM
52
Wisconsin Capital Management
Wisconsin
$629K +$9.64K +750 +2%
TFA
53
Toth Financial Advisory
Virginia
$622K +$66.5K +5,178 +12%
CWM
54
Concert Wealth Management
California
$609K +$1.16K +90 +0.2%
CP
55
Corbenic Partners
Pennsylvania
$605K +$164K +12,780 +37%
AIM
56
Aspen Investment Management
Michigan
$570K -$31.4K -2,445 -5%
TCM
57
Twele Capital Management
Minnesota
$568K
SMC
58
Smith, Moore & Co
Missouri
$563K +$311K +24,168 +123%
Mariner
59
Mariner
Kansas
$524K +$17.1K +1,329 +3%
MIAN
60
Mariner Independent Advisor Network
Kansas
$516K +$7.94K +618 +2%
GIA
61
GHP Investment Advisors
Colorado
$494K +$9.71K +756 +2%
BSB
62
Bangor Savings Bank
Maine
$494K +$103K +8,001 +26%
PAG
63
Private Advisor Group
New Jersey
$455K +$39.8K +3,096 +10%
RC
64
Roundview Capital
New Jersey
$404K
LIM
65
Leavell Investment Management
Alabama
$391K +$391K +30,420 New
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$354K -$177K -13,779 -33%
OAM
67
Occidental Asset Management
California
$320K
RWM
68
Rench Wealth Management
Texas
$307K -$14.3K -1,116 -4%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$292K +$34.4K +2,679 +13%
ACM
70
Alpha Capital Management
Texas
$286K +$42K +3,267 +17%
OC
71
Oarsman Capital
Wisconsin
$283K +$12.3K +957 +5%
RWM
72
RKL Wealth Management
Pennsylvania
$280K +$280K +21,798 New
DG
73
Davidson & Garrard
Virginia
$255K +$40.1K +3,120 +19%
SIC
74
Salem Investment Counselors
North Carolina
$249K +$13.8K +1,071 +6%
S
75
SignatureFD
Georgia
$247K +$31.8K +2,475 +15%