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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFD
1076
Creative Financial Designs
Indiana
$79K +$24K +945 +40%
TF
1077
Tompkins Financial
New York
$75K – – –
PP
1078
PrairieView Partners
Minnesota
$73K +$77.5K +3,045 New
SIM
1079
Studio Investment Management
Illinois
$73K +$78.2K +3,075 New
FF
1080
FourThought Financial
Florida
$72K – – –
HFS
1081
Hantz Financial Services
Michigan
$72K – – –
TIM
1082
Tortoise Investment Management
New York
$69K +$382 +15 +0.5%
MA
1083
Montag & Associates
Georgia
$68K – – –
TSWM
1084
Tyler-Stone Wealth Management
Ohio
$68K +$687 +27 +1%
AWM
1085
Abound Wealth Management
Tennessee
$66.7K – – –
OA
1086
Operose Advisors
Wisconsin
$64K – – –
DWP
1087
Destiny Wealth Partners
Florida
$63K – – –
GWANC
1088
Guardian Wealth Advisors (North Carolina)
North Carolina
$60K +$63.8K +2,508 New
CCA
1089
Column Capital Advisors
Indiana
$54K +$1.53K +60 +3%
LC
1090
Legacy CG
Texas
$54K +$57.2K +2,250 New
AA
1091
AlphaMark Advisors
Kentucky
$52K – – –
SIS
1092
Sound Income Strategies
Florida
$52K +$2.75K +108 +5%
BlackRock
1093
BlackRock
New York
$51K +$6.56K +258 +14%
CG
1094
Cutler Group
California
$50K +$53.4K +2,100 New
JWA
1095
JFS Wealth Advisors
Pennsylvania
$49K -$9.16K -360 -15%
LC
1096
Lindbrook Capital
California
$49K – – –
SC
1097
Steph & Co
Wisconsin
$47K – – –
AA
1098
Addison Advisors
Vermont
$44K – – –
TFP
1099
Tilia Fiduciary Partners
North Carolina
$43K -$687 -27 -1%
COCM
1100
Charter Oak Capital Management
New Hampshire
$43K – – –