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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFN
851
Cordasco Financial Network
Florida
$378K +$199K +7,830 +98%
Ferguson Wellman Capital Management
852
Ferguson Wellman Capital Management
Oregon
$374K +$99.3K +3,903 +33%
DSC
853
Duncker Streett & Co
Missouri
$372K +$229 +9 +0.1%
1SB
854
1ST Source Bank
Indiana
$370K – – –
WP
855
WMS Partners
Maryland
$369K -$14.7K -576 -4%
PFM
856
Parsec Financial Management
North Carolina
$367K – – –
TFA
857
Triad Financial Advisors
North Carolina
$362K – – –
SFS
858
Solitude Financial Services
Virginia
$362K +$385K +15,150 New
Destination Wealth Management
859
Destination Wealth Management
California
$361K +$114K +4,500 +42%
GHA
860
GW Henssler & Associates
Georgia
$360K -$1.91K -75 -0.5%
Connectus Wealth
861
Connectus Wealth
Ohio
$359K +$116K +4,563 +44%
SP
862
Successful Portfolios
Florida
$358K +$37.9K +1,488 +11%
VWM
863
Vigilare Wealth Management
Arizona
$357K +$154K +6,066 +68%
Loring Wolcott & Coolidge Fiduciary Advisors
864
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$356K +$380K +14,919 New
ES
865
ETF Store
Kansas
$354K +$2.98K +117 +0.8%
BAWC
866
Boyce & Associates Wealth Consulting
Texas
$354K +$65.4K +2,571 +21%
SSB
867
Sandy Spring Bank
Maryland
$353K -$992 -39 -0.3%
AIP
868
Ahrens Investment Partners
Louisiana
$353K +$336K +13,200 +838%
LMKC
869
L.M. Kohn & Company
Ohio
$350K -$98.4K -3,867 -21%
AP
870
Adero Partners
California
$350K – – –
CA
871
Carson Advisory
Georgia
$348K +$68.6K +2,697 +23%
Tower Research Capital (TRC)
872
Tower Research Capital (TRC)
New York
$345K -$118K -4,632 -24%
JCM
873
Jacobi Capital Management
Pennsylvania
$345K -$4.27K -168 -1%
Valeo Financial Advisors
874
Valeo Financial Advisors
Indiana
$344K -$542K -21,306 -60%
BKA
875
Brick & Kyle Associates
Pennsylvania
$343K -$26.3K -1,032 -7%