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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
676
Trust Company
Kansas
$102K +$6.27K +309 +7%
GAM
677
Gemmer Asset Management
California
$101K +$730 +36 +0.8%
FMP
678
Financial Management Professionals
Texas
$98K +$365 +18 +0.4%
FPCG
679
Fort Pitt Capital Group
Pennsylvania
$97K -$134K -6,600 -59%
PA
680
Parallel Advisors
California
$93K +$3.95K +195 +5%
PWMG
681
Prestige Wealth Management Group
New Jersey
$86K – – –
SIAG
682
Safeguard Investment Advisory Group
California
$85K +$81.5K +4,017 New
Bank of Montreal
683
Bank of Montreal
Ontario, Canada
$81K – – –
TWA
684
TCI Wealth Advisors
Arizona
$80K +$730 +36 +1%
GTAM
685
Global Trust Asset Management
Florida
$77K +$73K +3,600 New
CWA
686
Clearview Wealth Advisors
Oregon
$77K +$73.2K +3,612 New
BA
687
Ballast Advisors
Minnesota
$76K – – –
PCIA
688
Prime Capital Investment Advisors
Kansas
$75K +$15.6K +771 +28%
SQA
689
Simon Quick Advisors
New Jersey
$73K – – –
FP
690
Financial Perspectives
Minnesota
$70.2K +$35.5K +1,752 +114%
NFSG
691
Newbridge Financial Services Group
Florida
$69K +$243 +12 +0.4%
BSSFA
692
Baron Silver Stevens Financial Advisors
Florida
$65K +$62K +3,057 New
WOSD
693
WFA of San Diego
California
$64K -$6.02K -297 -0.5%
DWP
694
Destiny Wealth Partners
Florida
$64K +$60.3K +2,976 New
FF
695
FourThought Financial
Florida
$64K +$60.8K +3,000 New
WEC
696
Winslow Evans & Crocker
Massachusetts
$63K +$6.08K +300 +11%
AWA
697
Arkadios Wealth Advisors
Georgia
$56K +$426 +21 +0.8%
PIP
698
Peachtree Investment Partners
Florida
$52K +$365 +18 +0.7%
TCWA
699
Ten Capital Wealth Advisors
Washington
$51K +$48.5K +2,391 New
RIM
700
Rockbridge Investment Management
New York
$50K – – –