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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
1076
JFS Wealth Advisors
Pennsylvania
$45K – – –
TWC
1077
TD Waterhouse Canada
Ontario, Canada
$43.2K +$11.2K +459 +36%
SC
1078
Steph & Co
Wisconsin
$43K – – –
BTI
1079
Blue Trust Inc
Georgia
$42K -$157K -6,447 -79%
GWANC
1080
Guardian Wealth Advisors (North Carolina)
North Carolina
$42K -$15.3K -630 -25%
AA
1081
Addison Advisors
Vermont
$41K – – –
BHWM
1082
Beaird Harris Wealth Management
Texas
$40K – – –
TFP
1083
Tilia Fiduciary Partners
North Carolina
$40K +$73 +3 +0.2%
ANBT
1084
American National Bank & Trust
Texas
$39K +$34.1K +1,404 +374%
HDIM
1085
Hanson & Doremus Investment Management
Vermont
$39K +$42.6K +1,755 New
CYG
1086
Clean Yield Group
Vermont
$38K – – –
CSPAM
1087
Cary Street Partners Asset Management
Virginia
$38K +$42K +1,728 New
HIA
1088
Harbor Investment Advisory
Maryland
$36K – – –
LF
1089
Lee Financial
Texas
$35K – – –
FA
1090
Faithward Advisors
Pennsylvania
$34K -$5.61K -231 -13%
GCM
1091
Gables Capital Management
Florida
$33K – – –
FSWA
1092
Financial Synergies Wealth Advisors
Texas
$32.6K -$72.5K -2,985 -67%
RDFA
1093
Ritter Daniher Financial Advisory
Ohio
$30K – – –
AW
1094
Avion Wealth
Texas
$29K – – –
DTIM
1095
Danda Trouve Investment Management
Kansas
$29K +$24.6K +1,011 +321%
Kayne Anderson Rudnick Investment Management
1096
Kayne Anderson Rudnick Investment Management
California
$28K – – –
GA
1097
GoalVest Advisory
New York
$27K – – –
RTC
1098
Riverview Trust Company
Washington
$27K – – –
BA
1099
Bellwether Advisors
Nebraska
$26K – – –
SCA
1100
Stonebridge Capital Advisors
Minnesota
$25K -$11.3K -465 -29%