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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAM
76
Delta Asset Management
Tennessee
$140K
PI
77
Placemark Investments
Illinois
$73K +$468 +39 +0.7%
KCPG
78
Kavar Capital Partners Group
Kansas
$73K +$11.5K +960 +19%
MFS
79
MSI Financial Services
Massachusetts
$70K
CP
80
Corbenic Partners
Pennsylvania
$57K +$55.4K +4,620 New
WA
81
WFG Advisors
Texas
$36K -$5.69K -474 -14%
TF
82
Trutina Financial
Washington
$35K +$34.2K +2,853 New
MWP
83
MYCIO Wealth Partners
Pennsylvania
$30K +$72 +6 +0.3%
VIA
84
Vantage Investment Advisors
Pennsylvania
$28K
OIA
85
Optimum Investment Advisors
Illinois
$26K +$36 +3 +0.1%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$26K +$25.2K +2,103 +11,683%
Creative Planning
87
Creative Planning
Kansas
$22K -$22.8K -1,902 -51%
WAM
88
Wallington Asset Management
Indiana
$22K +$21.6K +1,800 New
WA
89
WealthTrust-Arizona
Arizona
$19K +$18.5K +1,542 New
HDIM
90
Hanson & Doremus Investment Management
Vermont
$16K +$15.5K +1,290 New
Brown Advisory
91
Brown Advisory
Maryland
$11K
PTC
92
Private Trust Company
Ohio
$11K +$10.6K +882 New
BC
93
Bartlett & Co
Ohio
$8K
EK
94
Evensky & Katz
Florida
$7K
CA
95
CapWealth Advisors
Tennessee
$6K
MA
96
MCF Advisors
Kentucky
$4K
PO
97
Private Ocean
California
$4K +$1.4K +117 +65%
JFGIW
98
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K +$3.6K +300 New
HI
99
Horizon Investments
North Carolina
-$3.67M -299,985 Closed
FFS
100
Founders Financial Securities
Maryland
-$3.59M -293,841 Closed