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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFSG
176
Stearns Financial Services Group
North Carolina
$851K +$26K +1,524 +3%
KM
177
Kalos Management
Georgia
$849K -$513K -30,099 -37%
PWM
178
Paulson Wealth Management
Illinois
$841K +$18.2K +1,068 +2%
CPA
179
Clear Perspective Advisors
Illinois
$828K +$138K +8,100 +19%
H
180
HoyleCohen
California
$825K +$99.1K +5,814 +13%
CFA
181
Carroll Financial Associates
North Carolina
$820K +$1.94K +114 +0.2%
BBPWM
182
Blue Bell Private Wealth Management
Pennsylvania
$817K +$10.7K +627 +1%
ALIONA
183
Allianz Life Insurance of North America
Minnesota
$802K +$837K +49,083 New
GIA
184
GHP Investment Advisors
Colorado
$788K +$2.46K +144 +0.3%
OIA
185
OneDigital Investment Advisors
Kansas
$783K -$24.8K -1,455 -3%
CA
186
Cetera Advisors
Colorado
$758K +$53.8K +3,153 +7%
AWM
187
AE Wealth Management
Kansas
$757K +$216K +12,684 +38%
SMG
188
Smart Money Group
Texas
$737K -$46.9K -2,751 -6%
SFSIG
189
San Francisco Sentry Investment Group
California
$734K +$277K +16,230 +57%
BCMO
190
Buckingham Capital Management (Ohio)
Ohio
$720K -$127K -7,458 -14%
AA
191
Apriem Advisors
California
$697K -$356K -20,850 -33%
CIAS
192
Capital Investment Advisory Services
North Carolina
$697K +$24K +1,407 +3%
Vanguard Capital Wealth Advisors
193
Vanguard Capital Wealth Advisors
Colorado
$690K -$227K -13,299 -24%
BCI
194
Brinker Capital Investments
Pennsylvania
$686K -$56.1K -3,291 -7%
FNBOMD
195
First National Bank of Mount Dora
Florida
$686K
AIA
196
Armor Investment Advisors
North Carolina
$678K +$81.6K +4,785 +13%
AMM
197
American Money Management
California
$673K -$14.3K -840 -2%
FWM
198
Focused Wealth Management
New York
$668K +$3.73K +219 +0.5%
GAM
199
Garrison Asset Management
Arkansas
$660K -$24.6K -1,440 -3%
CIBC Private Wealth Group
200
CIBC Private Wealth Group
Georgia
$656K -$18.7K -1,095 -3%