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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
826
Joel Isaacson & Co
New York
$420K +$2.6K +102 +0.6%
MW
827
MBL Wealth
North Carolina
$418K -$95.4K -3,750 -18%
HKIM
828
Hayek Kallen Investment Management
Alabama
$416K -$28.6K -1,125 -6%
AWA
829
Arete Wealth Advisors
Illinois
$414K +$735K +28,878 +267%
BBA
830
BLB&B Advisors
Pennsylvania
$412K -$10.6K -417 -2%
CHJWM
831
Carlton Hofferkamp & Jenks Wealth Management
Texas
$412K +$17.3K +681 +4%
Financial Engines Advisors
832
Financial Engines Advisors
California
$405K +$225K +8,853 +109%
AIMC
833
Alley Investment Management Company
Illinois
$401K -$11.1K -435 -3%
CC
834
Commons Capital
Massachusetts
$401K +$153 +6 +0%
Vanguard Personalized Indexing Management
835
Vanguard Personalized Indexing Management
California
$399K -$11.3K -444 -3%
BFC
836
Bedel Financial Consulting
Indiana
$399K +$229 +9 +0.1%
EIP
837
Ellis Investment Partners
Pennsylvania
$399K +$4.12K +162 +1%
GWSG
838
GPS Wealth Strategies Group
Colorado
$398K +$105K +4,131 +33%
AFA
839
American Financial Advisors
Georgia
$397K +$99.7K +3,921 +31%
GAM
840
Grandview Asset Management
Pennsylvania
$395K -$42.5K -1,671 -9%
LWM
841
Lyell Wealth Management
California
$394K +$2.82K +111 +0.7%
TC
842
TAP Consulting
Missouri
$389K -$163K -6,417 -28%
FFA
843
Founders Financial Alliance
North Carolina
$388K +$55.7K +2,190 +16%
Focus Partners Advisor Solutions
844
Focus Partners Advisor Solutions
Missouri
$387K +$113K +4,452 +38%
Aspiriant LLC
845
Aspiriant LLC
California
$386K +$16.3K +639 +4%
FCM
846
Firestone Capital Management
Florida
$381K +$1.91K +75 +0.5%
SLA
847
Silver Lake Advisory
Utah
$381K +$3.36K +132 +0.8%
RWA Wealth Partners
848
RWA Wealth Partners
Massachusetts
$381K +$12.1K +477 +3%
ETIA
849
Epic Trust Investment Advisors
Washington
$381K +$33.6K +1,320 +9%
SWMG
850
Sanchez Wealth Management Group
Florida
$378K – – –