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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
101
Rench Wealth Management
Texas
$278K -$14.3K -1,077 -5%
NFG
102
Nadler Financial Group
Illinois
$265K +$7.94K +600 +3%
BAC
103
Boys Arnold & Co
North Carolina
$264K +$274K +20,700 New
IIC
104
Ironwood Investment Counsel
Arizona
$263K
TC
105
Trust Company
Kansas
$255K +$264K +19,950 New
ACM
106
Avalon Capital Management
California
$230K
FFS
107
Founders Financial Securities
Maryland
$225K +$234K +17,661 New
HighTower Advisors
108
HighTower Advisors
Illinois
$207K +$215K +16,236 New
JFA
109
JNBA Financial Advisors
Minnesota
$184K
WRM
110
Westport Resources Management
Connecticut
$163K
VIA
111
Vantage Investment Advisors
Pennsylvania
$154K -$112K -8,430 -41%
DAM
112
Delta Asset Management
Tennessee
$146K
WC
113
Whitnell & Co
Illinois
$144K
MAA
114
Managed Account Advisors
New Jersey
$110K -$267M -20,176,203 -100%
CWA
115
Cypress Wealth Advisors
California
$107K +$111K +8,397 New
MFS
116
MSI Financial Services
Massachusetts
$101K +$22.5K +1,698 +27%
MWP
117
MYCIO Wealth Partners
Pennsylvania
$98K +$119 +9 +0.1%
EWM
118
Evercore Wealth Management
New York
$96K +$99.3K +7,500 New
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$90K +$1.51K +114 +2%
SEI Investments
120
SEI Investments
Pennsylvania
$74K
LNWWM
121
Laird Norton Wetherby Wealth Management
California
$68K +$70.1K +5,295 New
KCPG
122
Kavar Capital Partners Group
Kansas
$62K +$64.8K +4,893 New
TCM
123
TD Capital Management
Tennessee
$55K
HNB
124
Huntington National Bank
Ohio
$49K -$51.1K -3,864 Closed
SSB
125
Sandy Spring Bank
Maryland
$48K