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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
151
Nadler Financial Group
Illinois
$287K
IIC
152
Ironwood Investment Counsel
Arizona
$285K +$278K +20,640 New
BWAM
153
Boyd Watterson Asset Management
Ohio
$275K +$20.1K +1,494 +8%
BAC
154
Boys Arnold & Co
North Carolina
$265K +$259K +19,200 New
MFS
155
MSI Financial Services
Massachusetts
$244K +$2.83K +210 +1%
TYCC
156
Texas Yale Capital Corp
Florida
$242K +$237K +17,550 New
CWM
157
Cedar Wealth Management
California
$241K
SI
158
SII Investments
Wisconsin
$235K +$231K +17,106 New
VIA
159
Vantage Investment Advisors
Pennsylvania
$234K +$5.99K +444 +3%
SBIA
160
Sheaff Brock Investment Advisors
Indiana
$229K +$1.74K +129 +0.8%
Stifel Financial
161
Stifel Financial
Missouri
$229K +$222K +16,491 New
SPC
162
Sigma Planning Corp
Michigan
$224K +$219K +16,221 New
CAM
163
Crestone Asset Management
Colorado
$216K
RCM
164
Rain Capital Management
Oregon
$215K -$140K -10,419 -40%
BTS
165
BB&T Securities
Virginia
$214K +$209K +15,498 New
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$212K +$196K +14,529 +1,814%
OCM
167
Osterweis Capital Management
California
$204K
ICAS
168
Investors Capital Advisory Services
Massachusetts
$203K +$199K +14,745 New
BRWA
169
B. Riley Wealth Advisors
Florida
$201K -$151K -11,199 -44%
WC
170
Whitnell & Co
Illinois
$197K
JP Morgan Chase
171
JP Morgan Chase
New York
$188K +$131K +9,723 +251%
SWA
172
Sutton Wealth Advisors
Florida
$187K
JFA
173
JNBA Financial Advisors
Minnesota
$170K
GWM
174
Geneos Wealth Management
Colorado
$159K +$16.6K +1,230 +12%
DAM
175
Delta Asset Management
Tennessee
$158K