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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFP
1026
Tilia Fiduciary Partners
North Carolina
$64K +$61.5K +2,367 New
RIM
1027
Rockbridge Investment Management
New York
$63K
LAS
1028
Lloyd Advisory Services
Georgia
$62K +$39K +1,500 +186%
SIS
1029
Sound Income Strategies
Florida
$56K +$41K +1,578 +325%
LC
1030
Lindbrook Capital
California
$56K +$53.9K +2,073 New
CCA
1031
Column Capital Advisors
Indiana
$54K
SC
1032
Steph & Co
Wisconsin
$53K
AA
1033
Addison Advisors
Vermont
$50K
COCM
1034
Charter Oak Capital Management
New Hampshire
$49K +$47.2K +1,818 New
FA
1035
Faithward Advisors
Pennsylvania
$48K -$239K -9,213 -84%
BHWM
1036
Beaird Harris Wealth Management
Texas
$48K +$46.4K +1,785 New
FP
1037
Financial Perspectives
Minnesota
$46.2K +$312 +12 +0.7%
CYG
1038
Clean Yield Group
Vermont
$46K
HIA
1039
Harbor Investment Advisory
Maryland
$43K
SCA
1040
Stonebridge Capital Advisors
Minnesota
$43K +$156 +6 +0.4%
BA
1041
Bellwether Advisors
Nebraska
$40K
GCM
1042
Gables Capital Management
Florida
$40K
SJIM
1043
St. Johns Investment Management
Florida
$40K +$312 +12 +0.8%
National Bank of Canada
1044
National Bank of Canada
Quebec, Canada
$40K +$38.8K +1,494 New
WTA
1045
Washington Trust Advisors
Massachusetts
$38K +$36.6K +1,410 New
RDFA
1046
Ritter Daniher Financial Advisory
Ohio
$36K
AW
1047
Avion Wealth
Texas
$35K
Kayne Anderson Rudnick Investment Management
1048
Kayne Anderson Rudnick Investment Management
California
$35K
TWC
1049
TD Waterhouse Canada
Ontario, Canada
$34.7K +$33.1K +1,275 New
CFFP
1050
Center for Financial Planning
Michigan
$33K