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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AL
101
Agran Libbie
California
$257K +$253K +19,365 New
S
102
SignatureFD
Georgia
$256K
HCP
103
Holt Capital Partners
Texas
$256K +$252K +19,245 New
EWM
104
Edge Wealth Management
New York
$254K +$35.2K +2,691 +16%
ACM
105
Avalon Capital Management
California
$239K
CA
106
Capital Advantage
California
$237K +$233K +17,808 New
AMM
107
American Money Management
California
$236K +$232K +17,751 New
GAM
108
Garrison Asset Management
Arkansas
$223K
BSW
109
Buckingham Strategic Wealth
Missouri
$221K +$218K +16,638 New
PI
110
Placemark Investments
Illinois
$195K +$5.89K +450 +3%
JFA
111
JNBA Financial Advisors
Minnesota
$192K
WRM
112
Westport Resources Management
Connecticut
$169K -$7.85K -600 -4%
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$158K +$8.44K +645 +6%
DAM
114
Delta Asset Management
Tennessee
$152K
WC
115
Whitnell & Co
Illinois
$150K +$29.8K +2,280 +25%
VIA
116
Vantage Investment Advisors
Pennsylvania
$134K +$52.8K +4,035 +66%
MWP
117
MYCIO Wealth Partners
Pennsylvania
$102K +$88.6K +6,771 +738%
WF
118
WealthTrust Fairport
Ohio
$90K +$628 +48 +0.7%
TCM
119
TD Capital Management
Tennessee
$82K +$80.9K +6,183 New
Creative Planning
120
Creative Planning
Kansas
$69K +$44.6K +3,411 +188%
CDIA
121
Capital Directions Investment Advisors
Georgia
$56K +$353 +27 +0.6%
HNB
122
Huntington National Bank
Ohio
$51K
MFS
123
MSI Financial Services
Massachusetts
$48K +$2.04K +156 +5%
CFA
124
Camarda Financial Advisors
Florida
$48K +$46.8K +3,576 New
HDIM
125
Hanson & Doremus Investment Management
Vermont
$47K