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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
826
Ballast Advisors
Minnesota
$90K – – –
SQA
827
Simon Quick Advisors
New Jersey
$86K – – –
HR
828
Howe & Rusling
New York
$83K +$78.6K +3,114 +1,730%
CAM
829
Costello Asset Management
Pennsylvania
$82K +$7.65K +303 +10%
AWM
830
Accel Wealth Management
Iowa
$79K +$11.8K +468 +18%
HFS
831
Hantz Financial Services
Michigan
$76K – – –
PGAM
832
Princeton Global Asset Management
New Jersey
$73K +$73.1K +2,895 New
TIM
833
Tortoise Investment Management
New York
$72K +$17.2K +681 +31%
RBC
834
Roble Belko & Company
Pennsylvania
$71K +$6.89K +273 +11%
TCM
835
TD Capital Management
Tennessee
$71K +$8.56K +339 +14%
LPWM
836
Lake Point Wealth Management
Texas
$67K +$67.4K +2,670 New
RFA
837
Reilly Financial Advisors
California
$61K -$90.4K -3,579 -60%
RIM
838
Rockbridge Investment Management
New York
$59K – – –
WT
839
Washington Trust
Rhode Island
$59K – – –
AL
840
ADE LLC
Maryland
$57K – – –
LWP
841
Laurel Wealth Planning
Minnesota
$55K +$55.4K +2,196 New
WC
842
Westwind Capital
New Mexico
$51K – – –
CCA
843
Column Capital Advisors
Indiana
$48K +$3.03K +120 +7%
AA
844
Addison Advisors
Vermont
$47K +$46.6K +1,845 New
BlackRock
845
BlackRock
New York
$46K +$2.12K +84 +5%
SFPG
846
Stonebridge Financial Planning Group
Florida
$46K +$18.9K +750 +71%
CYG
847
Clean Yield Group
Vermont
$43K +$42.9K +1,698 New
FP
848
Financial Perspectives
Minnesota
$42.9K +$76 +3 +0.2%
HIA
849
Harbor Investment Advisory
Maryland
$40K – – –
SCA
850
Stonebridge Capital Advisors
Minnesota
$40K +$151 +6 +0.4%