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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
1626
Hendershot Investments
Virginia
$184K
TIM
1627
Tortoise Investment Management
New York
$184K +$1.64K +60 +0.9%
ABWM
1628
Alpine Bank Wealth Management
Colorado
$181K
GI
1629
GAMMA Investing
California
$181K -$6.06K -222 -3%
MCA
1630
Maryland Capital Advisors
Maryland
$173K -$9.09K -333 -5%
CWM
1631
Crowley Wealth Management
Delaware
$168K
Franklin Resources
1632
Franklin Resources
California
$164K +$3.66K +134 +2%
GP
1633
Greenline Partners
New York
$163K +$163K +5,958 New
DF
1634
DecisionPoint Financial
Arizona
$161K
FDCDDQ
1635
Federation des caisses Desjardins du Quebec
Quebec, Canada
$160K -$2.18K -80 -1%
GA
1636
Guerra Advisors
Florida
$159K +$159K +5,821 New
WFA
1637
West Financial Advisors
Iowa
$154K
UCB
1638
United Community Bank
South Carolina
$152K +$53.2K +1,950 +54%
CIR
1639
Clear Investment Research
Georgia
$146K +$7.2K +264 +5%
HFS
1640
Hantz Financial Services
Michigan
$134K -$25.9K -951 -16%
WA
1641
Westfuller Advisors
New York
$130K +$130K +4,751 New
GWM
1642
GSB Wealth Management
Connecticut
$130K -$539K -19,769 -81%
JWA
1643
JFS Wealth Advisors
Pennsylvania
$123K
RF
1644
Rossby Financial
Florida
$122K +$737 +27 +0.6%
CIA
1645
Cape Investment Advisory
Georgia
$121K -$4.58M -167,829 -97%
CVM
1646
Cheviot Value Management
California
$120K +$300 +11 +0.2%
FPF
1647
First Pacific Financial
Washington
$116K +$1.12K +41 +1%
CWM
1648
Copia Wealth Management
Oregon
$110K
WSFS
1649
Wilmington Savings Fund Society
Delaware
$109K -$17K -624 -14%
MFC
1650
Mechanics Financial Corp
Ohio
$105K