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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SLA
76
Silver Lake Advisory
Utah
$239K +$239K +18,579 New
ACM
77
Avalon Capital Management
California
$231K -$38.6K -3,000 -14%
GAM
78
Garrison Asset Management
Arkansas
$223K +$7.9K +615 +4%
EWM
79
Edge Wealth Management
New York
$211K +$4.05K +315 +2%
JFA
80
JNBA Financial Advisors
Minnesota
$185K +$185K +14,427 New
PI
81
Placemark Investments
Illinois
$182K +$54.6K +4,251 +43%
Ameriprise
82
Ameriprise
Minnesota
$180K -$1.04K -81 -0.6%
WRM
83
Westport Resources Management
Connecticut
$172K -$19.3K -1,500 -10%
DAM
84
Delta Asset Management
Tennessee
$147K
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$144K
WC
86
Whitnell & Co
Illinois
$116K
WF
87
WealthTrust Fairport
Ohio
$87K +$540 +42 +0.6%
VIA
88
Vantage Investment Advisors
Pennsylvania
$78K
CDIA
89
Capital Directions Investment Advisors
Georgia
$55K +$53.4K +4,155 New
TRCT
90
Tower Research Capital (TRC)
New York
$54K -$962K -74,883 -95%
HDIM
91
Hanson & Doremus Investment Management
Vermont
$45K
MFS
92
MSI Financial Services
Massachusetts
$44K -$92.2K -7,176 -68%
NFG
93
Next Financial Group
Texas
$38K +$37.5K +2,922 New
PAI
94
Pittenger & Anderson Inc
Nebraska
$32K +$32K +2,490 New
FANJ
95
Financial Architects (New Jersey)
New Jersey
$29K +$17.1K +1,332 +145%
OIA
96
Optimum Investment Advisors
Illinois
$27K +$39 +3 +0.1%
Chevy Chase Trust
97
Chevy Chase Trust
Maryland
$26K -$3.55K -276 -12%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$25K -$3.16K -246 -12%
Creative Planning
99
Creative Planning
Kansas
$23K
WA
100
WealthTrust-Arizona
Arizona
$22K +$116 +9 +0.5%