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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
126
Aris Wealth Services
Pennsylvania
$46K
HDIM
127
Hanson & Doremus Investment Management
Vermont
$45K
CCS
128
Crosspoint Capital Strategies
California
$39K +$6.51K +492 +19%
SA
129
SRH Advisors
Kansas
$39K +$27K +2,040 +206%
Fifth Third Bancorp
130
Fifth Third Bancorp
Ohio
$39K +$40.2K +3,039 New
SFWA
131
Summit Financial Wealth Advisors
Louisiana
$37K
WIC
132
Woodmont Investment Counsel
Tennessee
$36K +$36.9K +2,790 New
FANJ
133
Financial Architects (New Jersey)
New Jersey
$31K
FPFS
134
First Personal Financial Services
North Carolina
$18K +$10K +759 +123%
IWMPD
135
Integrated Wealth Management (Palm Desert)
California
$15K
EK
136
Evensky & Katz
Florida
$13K -$1.03K -78 -7%
LWM
137
LBA Wealth Management
Florida
$12K +$5.16K +390 +71%
BWA
138
Burt Wealth Advisors
Maryland
$11K -$6.63K -501 -38%
PIA
139
Peachtree Investment Advisors
Georgia
$11K +$2.02K +153 +23%
WEC
140
Winslow Evans & Crocker
Massachusetts
$8.62K +$8.97K +678 New
WT
141
Whittier Trust
California
$8K +$40 +3 +0.5%
CA
142
CapWealth Advisors
Tennessee
$7K
Chevy Chase Trust
143
Chevy Chase Trust
Maryland
$6K
MA
144
MCF Advisors
Kentucky
$4K
RBC
145
Roble Belko & Company
Pennsylvania
$3K -$238 -18 -8%
JWA
146
JFS Wealth Advisors
Pennsylvania
$1K
WP
147
WealthPLAN Partners
Nebraska
$1K +$953 +72 New
TIM
148
Tortoise Investment Management
New York
$1K +$1.19K +90 New
Bank of New York Mellon
149
Bank of New York Mellon
New York
-$13.7M -1,043,565 Closed
TCM
150
Tuttle Capital Management
Connecticut
-$5.35M -407,622 Closed