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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RI
1401
Ridgewood Investments
New Jersey
$162K +$162K +6,240 New
GI
1402
GAMMA Investing
California
$161K +$51.8K +1,989 +47%
CMP
1403
Coston McIsaac & Partners
Maine
$161K +$390 +15 +0.2%
GWS
1404
Glassman Wealth Services
Virginia
$160K -$26.2K -1,005 -14%
AAG
1405
Accordant Advisory Group
Maryland
$156K -$70.3K -2,700 -31%
RBC
1406
Roble Belko & Company
Pennsylvania
$152K +$6.79K +261 +5%
LOIP
1407
Live Oak Investment Partners
Texas
$148K
TCG
1408
Transcendent Capital Group
Oklahoma
$147K
BAM
1409
Byrne Asset Management
New Jersey
$141K +$143K +5,481 New
EWM
1410
Evermay Wealth Management
Virginia
$136K -$11.8K -453 -8%
CIR
1411
Clear Investment Research
Georgia
$134K +$4.14K +159 +3%
FPFS
1412
First Personal Financial Services
North Carolina
$130K
AWM
1413
Activest Wealth Management
Florida
$127K
BBHC
1414
Brown Brothers Harriman & Co
New York
$126K -$68.4K -2,628 -35%
CPG
1415
Custom Portfolio Group
Colorado
$123K
JPWM
1416
Jamison Private Wealth Management
Georgia
$119K -$3.05K -117 -2%
PCM
1417
Palouse Capital Management
Washington
$119K +$3.2K +123 +3%
SIS
1418
Sound Income Strategies
Florida
$119K -$48.4K -1,860 -29%
NFSG
1419
Newbridge Financial Services Group
Florida
$117K -$859 -33 -0.7%
DEM
1420
Disciplined Equity Management
Florida
$117K +$117K +4,497 New
WPA
1421
West Paces Advisors
Georgia
$115K -$39K -1,500 -25%
BNP Paribas Financial Markets
1422
BNP Paribas Financial Markets
France
$101K -$936K -35,955 -90%
MPWT
1423
MassMutual Private Wealth & Trust
Connecticut
$101K -$6.33K -243 -6%
PWMG
1424
Prestige Wealth Management Group
New Jersey
$97.8K
HCM
1425
Hollencrest Capital Management
California
$97.4K +$82.5K +3,168 +536%