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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCI
151
Brinker Capital Investments
Pennsylvania
$526K +$149K +10,110 +40%
LBC
152
Lowe Brockenbrough & Co
Virginia
$524K +$183K +12,417 +54%
EWM
153
Edge Wealth Management
New York
$515K -$5.44K -369 -1%
BTS
154
BB&T Securities
Virginia
$499K +$158K +10,701 +47%
BC
155
Bartlett & Co
Ohio
$485K +$52K +3,525 +12%
AMM
156
American Money Management
California
$451K -$13.3K -900 -3%
OC
157
Oarsman Capital
Wisconsin
$448K -$5.84K -396 -1%
HighTower Advisors
158
HighTower Advisors
Illinois
$447K -$1.05M -70,938 -70%
BFA
159
Beaumont Financial Advisors
Massachusetts
$436K
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$427K -$119K -8,070 -22%
GHA
161
GW Henssler & Associates
Georgia
$423K +$113K +7,674 +37%
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$420K -$11.3K -768 -3%
MCM
163
Mengis Capital Management
Oregon
$419K -$34.6K -2,349 -8%
CA
164
Cetera Advisors
Colorado
$418K +$10.5K +711 +3%
S
165
SignatureFD
Georgia
$402K
RWM
166
Rench Wealth Management
Texas
$401K -$140K -9,486 -26%
VIA
167
Vantage Investment Advisors
Pennsylvania
$390K +$85K +5,763 +28%
AIA
168
Armor Investment Advisors
North Carolina
$378K +$16.5K +1,116 +5%
CFA
169
Carroll Financial Associates
North Carolina
$378K +$246K +16,662 +189%
TPWA
170
TRUE Private Wealth Advisors
Oregon
$377K -$4.38K -297 -1%
OAM
171
Occidental Asset Management
California
$374K +$44 +3 +0%
RPGK
172
Retirement Planning Group (Kansas)
Kansas
$363K +$2.87K +195 +0.8%
GA
173
Geneva Advisors
Illinois
$361K +$36.3K +2,460 +11%
WC
174
Whitnell & Co
Illinois
$359K
AFP
175
Ausdal Financial Partners
Iowa
$359K +$130K +8,853 +58%