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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FLPIM
851
F.L. Putnam Investment Management
Massachusetts
$357K +$355K +13,572 New
SP
852
Successful Portfolios
Florida
$355K +$49.8K +1,902 +16%
TC
853
TownSquare Capital
Utah
$354K -$5.37M -205,095 -94%
WAS
854
WESPAC Advisors SoCal
California
$351K
SFP
855
Sandbox Financial Partners
Maryland
$348K -$1.1K -42 -0.3%
ONSWM
856
Old North State Wealth Management
North Carolina
$348K +$2.28K +87 +0.7%
AF
857
Apexium Financial
Texas
$347K -$42.8K -1,635 -11%
LFG
858
Lockerman Financial Group
California
$346K +$15.4K +588 +5%
MHR
859
Matthew Hamilton Rosenberg
$341K
AIP
860
Almanack Investment Partners
Pennsylvania
$340K +$30.3K +1,158 +10%
APC
861
Asset Planning Corporation
Tennessee
$340K +$339K +12,927 New
Allspring Global Investments
862
Allspring Global Investments
North Carolina
$339K +$7.93K +303 +2%
EP
863
Eudaimonia Partners
Tennessee
$339K +$338K +12,897 New
Principal Financial Group
864
Principal Financial Group
Iowa
$339K +$338K +12,906 New
DY
865
Dowling & Yahnke
California
$337K +$39.3K +1,500 +13%
HWA
866
Heritage Wealth Advisors
Virginia
$335K
OWP
867
Obermeyer Wealth Partners
Colorado
$335K
SA
868
Strategic Advisors
New York
$335K +$93.7K +3,579 +39%
AFA
869
American Financial Advisors
Georgia
$334K +$12.1K +462 +4%
GWSG
870
GPS Wealth Strategies Group
Colorado
$330K +$113K +4,302 +52%
SHWM
871
Silicon Hills Wealth Management
Texas
$329K -$17.8K -678 -5%
SNBOSD
872
Security National Bank of So Dak
Iowa
$329K
ESB
873
Essex Savings Bank
Connecticut
$329K +$107K +4,089 +48%
PP
874
Patten & Patten
Tennessee
$328K
SC
875
Savant Capital
Illinois
$328K +$7.86K +300 +2%