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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SJIM
801
St. Johns Investment Management
Florida
$35K +$31.2K +1,371 +2,285%
HFA
802
Hoover Financial Advisors
Pennsylvania
$34K -$13.9K -612 -31%
BCA
803
Berman Capital Advisors
Georgia
$34K +$205 +9 +0.6%
RDFA
804
Ritter Daniher Financial Advisory
Ohio
$33K -$5.12K -225 -14%
CB
805
Community Bank
New York
$32K +$29.5K +1,299 New
PWM
806
Prentice Wealth Management
New York
$31K +$28.7K +1,260 New
Kayne Anderson Rudnick Investment Management
807
Kayne Anderson Rudnick Investment Management
California
$31K +$29.1K +1,281 New
CFFP
808
Center for Financial Planning
Michigan
$29K – – –
FMII
809
Farmers & Merchants Investments Inc
Nebraska
$29K +$1.91K +84 +7%
AA
810
AlphaMark Advisors
Kentucky
$29K +$17.1K +750 +167%
TFA
811
Toth Financial Advisory
Virginia
$28K -$136 -6 -0.5%
AW
812
Avion Wealth
Texas
$28K – – –
SFPG
813
Stonebridge Financial Planning Group
Florida
$26K +$24.2K +1,062 New
MFT
814
Moisand Fitzgerald Tamayo
Florida
$25K +$5.73K +252 +32%
SIM
815
Sonora Investment Management
Arizona
$24K -$184K -8,088 -89%
ACA
816
Aptus Capital Advisors
Alabama
$24K -$614 -27 -3%
AWG
817
Altus Wealth Group
Colorado
$23K – – –
OIA
818
Optimum Investment Advisors
Illinois
$20K +$68 +3 +0.4%
FP
819
Fiduciary Planning
Florida
$20K +$18.4K +810 New
SFP
820
Sterling Financial Planning
New Jersey
$19K +$68 +3 +0.4%
APWM
821
Atlas Private Wealth Management
New York
$18K – – –
MF
822
Manchester Financial
California
$17K -$25.2K -1,107 -62%
1IA
823
1834 Investment Advisors
Wisconsin
$17K – – –
LFG
824
Larson Financial Group
Missouri
$17K – – –
JGIA
825
Jackson Grant Investment Advisers
Connecticut
$16K +$136 +6 +0.9%