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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
151
Liberty Capital Management
Michigan
$1.1M -$140K -8,544 -12%
LA
152
LVW Advisors
New York
$1.09M -$3.25K -198 -0.3%
AA
153
Apriem Advisors
California
$1.08M -$70K -4,260 -6%
BP
154
Broadleaf Partners
Ohio
$1.07M +$1.03M +62,904 New
FFWA
155
FRG Family Wealth Advisors
Washington
$1.07M +$48.3K +2,940 +5%
SA
156
SRH Advisors
Kansas
$1.06M +$196K +11,940 +24%
Bank of New York Mellon
157
Bank of New York Mellon
New York
$1.06M +$1.02M +61,947 New
VCAM
158
Van Cleef Asset Management
Ohio
$1.04M -$82.8K -5,040 -8%
CWS
159
Cypress Wealth Services
California
$1.02M +$983K +59,853 New
Creative Planning
160
Creative Planning
Kansas
$1.01M -$604K -36,738 -38%
MWAC
161
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.01M -$25K -1,524 -3%
SWM
162
SeaCrest Wealth Management
New York
$994K +$957K +58,251 New
MWP
163
MYCIO Wealth Partners
Pennsylvania
$985K +$124K +7,563 +15%
SLA
164
Silver Lake Advisory
Utah
$975K +$17.6K +1,074 +2%
MA
165
Mutual Advisors
Nebraska
$965K +$930K +56,598 New
WFG
166
Wills Financial Group
Virginia
$959K +$25.5K +1,551 +3%
Vanguard Capital Wealth Advisors
167
Vanguard Capital Wealth Advisors
Colorado
$956K +$921K +56,034 New
APA
168
American Portfolios Advisors
New York
$952K +$917K +55,791 New
AFP
169
Ausdal Financial Partners
Iowa
$930K +$77.3K +4,707 +9%
NGA
170
Naples Global Advisors
Florida
$903K +$25.4K +1,545 +3%
JP Morgan Chase
171
JP Morgan Chase
New York
$887K +$14K +855 +2%
BCMO
172
Buckingham Capital Management (Ohio)
Ohio
$879K -$18.8K -1,143 -2%
SFSG
173
Stearns Financial Services Group
North Carolina
$862K +$18.7K +1,140 +2%
PWM
174
Paulson Wealth Management
Illinois
$859K +$827K +50,364 New
CFA
175
Carroll Financial Associates
North Carolina
$854K +$96.9K +5,898 +13%