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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWAM
126
Boyd Watterson Asset Management
Ohio
$237K +$238K +18,435 New
GHA
127
GW Henssler & Associates
Georgia
$230K +$4.33K +336 +2%
TC
128
Taylor Cottrill
New Hampshire
$230K +$230K +17,886 New
SBIA
129
Sheaff Brock Investment Advisors
Indiana
$210K +$210K +16,311 New
BC
130
Bartlett & Co
Ohio
$205K -$149K -11,580 -42%
MWAC
131
Mariner Wealth Advisors (Cincinnati)
Ohio
$204K +$204K +15,837 New
HPC
132
HM Payson & Co
Maine
$203K +$203K +15,789 New
SA
133
SRH Advisors
Kansas
$202K +$64.9K +5,040 +47%
GC
134
Gratus Capital
Georgia
$201K -$3.86M -299,346 -95%
BTS
135
BB&T Securities
Virginia
$200K +$201K +15,588 New
VIA
136
Vantage Investment Advisors
Pennsylvania
$195K +$19.7K +1,530 +11%
WC
137
Whitnell & Co
Illinois
$184K +$38.7K +3,000 +27%
DADC
138
D.A. Davidson & Co
Montana
$180K +$181K +14,022 New
JFA
139
JNBA Financial Advisors
Minnesota
$158K
DAM
140
Delta Asset Management
Tennessee
$147K
AFP
141
Ausdal Financial Partners
Iowa
$136K +$136K +10,578 New
WAM
142
Wealthspire Advisors (Maryland)
Maryland
$129K +$129K +10,026 New
TC
143
Trust Company
Kansas
$123K
CTC
144
Central Trust Company
Missouri
$118K -$31.7K -2,460 -21%
PCP
145
Proficio Capital Partners
Massachusetts
$108K +$108K +8,376 New
WRM
146
Westport Resources Management
Connecticut
$103K
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$101K +$5.76K +447 +6%
MWP
148
MYCIO Wealth Partners
Pennsylvania
$99K +$116 +9 +0.1%
Creative Planning
149
Creative Planning
Kansas
$98K +$4.87K +378 +5%
EWM
150
Evercore Wealth Management
New York
$96K