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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RZH
726
Relyea Zuckerberg Hanson
Connecticut
$285K – – –
Vanguard Capital Wealth Advisors
727
Vanguard Capital Wealth Advisors
Colorado
$283K +$48K +1,890 +20%
AIM
728
Acropolis Investment Management
Missouri
$282K +$48.6K +1,911 +19%
DAM
729
Delta Asset Management
Tennessee
$281K -$19.7K -777 -6%
SP
730
Successful Portfolios
Florida
$280K +$4.19K +165 +1%
QC
731
QCM Cayman
Texas
$280K +$287K +11,307 New
CG
732
Corundum Group
Colorado
$278K – – –
PCM
733
Palouse Capital Management
Washington
$278K +$5.95K +234 +2%
MSS
734
Mitchell Sinkler & Starr
Pennsylvania
$278K +$49.6K +1,950 +21%
LRPA
735
L. Roy Papp & Associates
Arizona
$277K -$30.5K -1,200 -10%
RRC
736
Relaxing Retirement Coach
Massachusetts
$277K – – –
GG
737
Gofen & Glossberg
Illinois
$275K +$15.6K +615 +6%
SB
738
Simmons Bank
Arkansas
$275K +$283K +11,130 New
FA
739
Faithward Advisors
Pennsylvania
$272K -$24.9K -981 -8%
PA
740
Perennial Advisors
New York
$271K +$1.14K +45 +0.4%
AFS
741
Annapolis Financial Services
Maryland
$270K -$43.8K -1,725 -14%
DI
742
Disciplined Investments
Oklahoma
$270K +$2.13K +84 +0.8%
HAC
743
Harbor Advisory Corp
New Hampshire
$270K +$3.96K +156 +1%
MWA
744
Meridian Wealth Advisors
Texas
$269K +$10.1K +396 +4%
CAL
745
Capital Advisors Ltd
Ohio
$266K – – –
SFA
746
Seneca Financial Advisors
New York
$266K -$22.9K -900 -8%
RCA
747
Resonant Capital Advisors
Wisconsin
$265K +$76 +3 +0%
JC
748
JB Capital
Connecticut
$265K +$272K +10,695 New
FCH
749
Freestone Capital Holdings
Washington
$264K +$36.2K +1,425 +15%
LGWM
750
Litman Gregory Wealth Management
California
$264K +$271K +10,650 New