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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
901
Realta Investment Advisors
Delaware
$267K +$1.01K +39 +0.4%
GFS
902
GYL Financial Synergies
Connecticut
$264K +$254K +9,792 New
PPW
903
Pinnacle Private Wealth
Massachusetts
$263K +$254K +9,765 New
SMC
904
Smith, Moore & Co
Missouri
$262K – – –
WF
905
Warner Financial
Maryland
$262K +$253K +9,732 New
GC
906
Grimes & Company
Massachusetts
$260K – – –
MFG
907
Magnus Financial Group
New York
$260K +$78 +3 +0%
CC
908
Cadinha & Co
Hawaii
$259K – – –
RCA
909
Resonant Capital Advisors
Wisconsin
$258K -$29.1K -1,122 -10%
PFA
910
Pure Financial Advisors
California
$257K -$1.01K -39 -0.4%
ACI
911
Alpha Cubed Investments
California
$254K +$245K +9,429 New
EWA
912
Exencial Wealth Advisors
Oklahoma
$254K +$245K +9,429 New
HFA
913
HC Financial Advisors
California
$251K – – –
GSWM
914
Golden State Wealth Management
California
$250K +$241K +9,267 New
PO
915
Private Ocean
California
$249K +$6.24K +240 +3%
Betterment LLC
916
Betterment LLC
New York
$248K +$6.94K +267 +3%
SA
917
Strategic Advisors
New York
$247K -$156 -6 -0.1%
ODIJL
918
One Day In July LLC
Vermont
$246K -$15.7K -603 -6%
NFSG
919
Newbridge Financial Services Group
Florida
$246K -$11.8K -453 -5%
FNBT
920
FineMark National Bank & Trust
Florida
$245K – – –
PAM
921
Peak Asset Management
Colorado
$242K – – –
EVM
922
Eaton Vance Management
Massachusetts
$242K +$15.8K +609 +7%
BAM
923
Bosun Asset Management
Illinois
$242K +$234K +9,000 New
RWA
924
Redmont Wealth Advisors
Illinois
$242K +$234K +9,000 New
CIC
925
Cutler Investment Counsel
Oregon
$241K +$233K +8,952 New