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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SBL
176
Sargent Bickham Lagudis
Colorado
$1.25M -$3.66M -219,753 -73%
GGI
177
Godsey & Gibb Inc
Virginia
$1.25M +$1.33M +79,566 New
HPWM
178
Highland Private Wealth Management
Washington
$1.24M +$986K +59,184 +297%
CA
179
Cetera Advisors
Colorado
$1.21M -$22.1K -1,326 -2%
KWM
180
Kingsview Wealth Management
Oregon
$1.2M -$72.4K -4,347 -5%
CA
181
Calton & Associates
Florida
$1.19M +$121K +7,287 +11%
Luther King Capital Management (LKCM)
182
Luther King Capital Management (LKCM)
Texas
$1.18M
Chevy Chase Trust
183
Chevy Chase Trust
Maryland
$1.18M +$1.26M +75,501 New
CAI
184
Capital Advisors Inc
Oklahoma
$1.17M +$1.24M +74,613 New
NGA
185
Naples Global Advisors
Florida
$1.17M +$109K +6,525 +10%
LDFR
186
Lehman & Derafelo Financial Resources
Pennsylvania
$1.12M +$1.2M +71,766 New
CWM
187
Chesapeake Wealth Management
Virginia
$1.12M +$1.35K +81 +0.1%
Bank of New York Mellon
188
Bank of New York Mellon
New York
$1.12M -$94.6K -5,676 -7%
SWP
189
Stratos Wealth Partners
Ohio
$1.1M -$86.8K -5,211 -7%
CPA
190
Clear Perspective Advisors
Illinois
$1.1M +$185K +11,100 +19%
SWM
191
SeaCrest Wealth Management
New York
$1.1M +$16.4K +987 +1%
MIAN
192
Mariner Independent Advisor Network
Kansas
$1.1M +$1.15M +68,964 New
TYCC
193
Texas Yale Capital Corp
Florida
$1.09M -$21.4K -1,284 -2%
PPA
194
Parametric Portfolio Associates
Washington
$1.09M +$1.16M +69,378 New
PWSG
195
Pacific Wealth Strategies Group
California
$1.08M +$250 +15 +0%
AIP
196
Almanack Investment Partners
Pennsylvania
$1.06M -$180K -10,794 -14%
PCG
197
Private Capital Group
Connecticut
$1.05M +$21.8K +1,308 +2%
KM
198
Kalos Management
Georgia
$1.05M +$949K +56,916 New
MAS
199
Madden Advisory Services
Florida
$1.04M -$21.7K -1,305 -2%
GC
200
Gratus Capital
Georgia
$1.02M +$1.08M +64,995 New