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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WEC
601
Winslow Evans & Crocker
Massachusetts
$49K
SIM
602
Sonora Investment Management
Arizona
$46K +$27.6K +1,500 +154%
PIP
603
Peachtree Investment Partners
Florida
$45K -$938 -51 -2%
RIM
604
Rockbridge Investment Management
New York
$43K
WT
605
Washington Trust
Rhode Island
$43K +$25.9K +1,410 +157%
HR
606
Howe & Rusling
New York
$43K +$42.7K +2,319 New
VCM
607
Vigilant Capital Management
Maine
$38K +$37.9K +2,061 New
BWL
608
Bogart Wealth LLC
Virginia
$36K -$11.5K -624 -24%
RBC
609
Roble Belko & Company
Pennsylvania
$36K -$3.48K -189 -9%
PMFA
610
Plante Moran Financial Advisors
Michigan
$35K +$17.3K +939 +98%
HPC
611
HM Payson & Co
Maine
$34K
EP
612
Eudaimonia Partners
Tennessee
$33K
HNB
613
Huntington National Bank
Ohio
$33K
MF
614
Manchester Financial
California
$32K +$1.49K +81 +5%
BlackRock
615
BlackRock
New York
$31K -$3.48K -189 -10%
HIA
616
Harbor Investment Advisory
Maryland
$30K
Simplex Trading
617
Simplex Trading
Illinois
$29K +$29.6K +1,611 New
FP
618
Financial Perspectives
Minnesota
$28.3K +$9.11K +495 +48%
GCM
619
Gables Capital Management
Florida
$28K
CCA
620
Column Capital Advisors
Indiana
$28K +$2.76K +150 +11%
PWM
621
Provident Wealth Management
Tennessee
$25K
BCA
622
Berman Capital Advisors
Georgia
$25K +$221 +12 +0.9%
CFFP
623
Center for Financial Planning
Michigan
$22K
TFA
624
Toth Financial Advisory
Virginia
$22K +$5.52K +300 +34%
AW
625
Avion Wealth
Texas
$21K