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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
C
876
Certuity
Florida
$714K +$305K +12,747 +76%
FLPIM
877
F.L. Putnam Investment Management
Massachusetts
$713K +$144K +6,015 +26%
CA
878
Clearstead Advisors
Ohio
$711K +$10.9K +456 +2%
GWMI
879
Guardian Wealth Management (Illinois)
Illinois
$706K +$473K +19,803 +212%
SAM
880
SP Asset Management
California
$704K -$280K -11,730 -29%
CAMG
881
CWA Asset Management Group
Florida
$703K +$72.1K +3,018 +12%
SWM
882
Soundmark Wealth Management
Washington
$703K -$14K -588 -2%
EWM
883
EPG Wealth Management
Georgia
$702K +$1.22K +51 +0.2%
TI
884
Truepoint Inc
Ohio
$699K +$690K +28,893 New
TNBTD
885
Trustmark National Bank Trust Department
Mississippi
$697K – – –
BBA
886
BLB&B Advisors
Pennsylvania
$689K +$381K +15,927 +127%
SWA
887
Strategies Wealth Advisors
Michigan
$688K -$15.3K -642 -2%
NAS
888
NWF Advisory Services
California
$683K – – –
MC
889
Montag & Caldwell
Georgia
$676K +$44.9K +1,878 +7%
BONH
890
Bank of New Hampshire
New Hampshire
$676K +$59.1K +2,475 +10%
APWA
891
Atlas Private Wealth Advisors
New Jersey
$672K +$261K +10,929 +65%
RWM
892
Rench Wealth Management
Texas
$671K -$25.9K -1,083 -4%
PFGIA
893
Patriot Financial Group Insurance Agency
Massachusetts
$669K +$59.3K +2,484 +8%
PP
894
Patten & Patten
Tennessee
$669K +$122K +5,088 +23%
WFS
895
Weitzel Financial Services
Iowa
$663K +$430K +17,982 +191%
EIA
896
Eldridge Investment Advisors
New Hampshire
$662K -$1.34M -56,238 -67%
AWA
897
Arete Wealth Advisors
Illinois
$660K +$23.2K +972 +4%
FFC
898
First Financial Corp
Indiana
$654K -$59.6K -2,496 -8%
Squarepoint
899
Squarepoint
New York
$652K -$238K -9,942 -27%
MW
900
Marcum Wealth
Ohio
$650K +$11.3K +474 +2%