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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KM
176
Kalos Management
Georgia
$978K +$83.5K +5,073 +10%
VCAM
177
Van Cleef Asset Management
Ohio
$975K -$32.8K -1,995 -3%
ML
178
McAdam LLC
Pennsylvania
$965K +$26.3K +1,596 +3%
AWM
179
AE Wealth Management
Kansas
$946K +$185K +11,232 +24%
SP
180
SWS Partners
Ohio
$943K +$458K +27,819 +94%
CCMW
181
Cypress Capital Management (Wyoming)
Wyoming
$929K -$1.39M -84,315 -60%
MWAC
182
Mariner Wealth Advisors (Cincinnati)
Ohio
$920K -$60.7K -3,690 -6%
SFG
183
StrategIQ Financial Group
Indiana
$907K -$67.9K -4,122 -7%
PA
184
Pinnacle Associates
New York
$899K +$1.14K +69 +0.1%
EAM
185
Evanson Asset Management
California
$890K -$34.6K -2,103 -4%
Janney Montgomery Scott
186
Janney Montgomery Scott
Pennsylvania
$885K +$475K +28,848 +115%
CPA
187
Clear Perspective Advisors
Illinois
$870K +$37.8K +2,295 +5%
CA
188
Cetera Advisors
Colorado
$861K +$101K +6,123 +13%
SFSG
189
Stearns Financial Services Group
North Carolina
$855K – – –
CFA
190
Carroll Financial Associates
North Carolina
$850K +$25.8K +1,566 +3%
PWM
191
Paulson Wealth Management
Illinois
$845K – – –
BBPWM
192
Blue Bell Private Wealth Management
Pennsylvania
$843K +$21.7K +1,320 +3%
AIA
193
Armor Investment Advisors
North Carolina
$835K +$153K +9,300 +22%
H
194
HoyleCohen
California
$825K -$3.51K -213 -0.4%
SLA
195
Silver Lake Advisory
Utah
$810K -$3.8K -231 -0.4%
Vanguard Capital Wealth Advisors
196
Vanguard Capital Wealth Advisors
Colorado
$810K +$109K +6,603 +15%
GIA
197
GHP Investment Advisors
Colorado
$807K +$14.8K +900 +2%
CF
198
Centaurus Financial
California
$806K +$352K +21,381 +77%
MIAN
199
Mariner Independent Advisor Network
Kansas
$742K +$744K +45,186 New
SSWM
200
Sheets Smith Wealth Management
North Carolina
$730K +$164K +9,975 +29%