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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GTAM
1201
Global Trust Asset Management
Florida
$80.8K -$124K -5,010 -61%
TF
1202
Tompkins Financial
New York
$79K -$56.4K -2,286 -42%
FWM
1203
Focused Wealth Management
New York
$78.4K +$72.6K +2,943 +1,721%
SIM
1204
Studio Investment Management
Illinois
$76.1K +$370 +15 +0.5%
HFS
1205
Hantz Financial Services
Michigan
$76K – – –
TCM
1206
TD Capital Management
Tennessee
$74.9K +$666 +27 +0.9%
FFL
1207
Financial Freedom LLC
Ohio
$74.6K +$73.2K +2,964 New
FSWA
1208
Financial Synergies Wealth Advisors
Texas
$72.9K +$35.1K +1,422 +97%
TIM
1209
Tortoise Investment Management
New York
$72.4K – – –
SIC
1210
SJS Investment Consulting
Ohio
$70.5K – – –
AWM
1211
Abound Wealth Management
Tennessee
$70.4K – – –
DWP
1212
Destiny Wealth Partners
Florida
$69.3K +$3.26K +132 +5%
OA
1213
Operose Advisors
Wisconsin
$67.2K – – –
TWD
1214
True Wealth Design
Ohio
$66K +$64.7K +2,622 New
Kayne Anderson Rudnick Investment Management
1215
Kayne Anderson Rudnick Investment Management
California
$65.6K +$32.7K +1,326 +104%
EE
1216
EWG Elevate
California
$65.2K +$64K +2,592 New
AFG
1217
Albion Financial Group
Utah
$62.6K +$61.4K +2,487 New
CCA
1218
Column Capital Advisors
Indiana
$61.2K +$1.48K +60 +3%
BlackRock
1219
BlackRock
New York
$61K -$1.04K -42 -2%
PIP
1220
Peachtree Investment Partners
Florida
$60.3K -$37.7K -1,527 -39%
DCBT
1221
Dakota Community Bank & Trust
North Dakota
$60K -$30.4K -1,230 -34%
CFFP
1222
Center for Financial Planning
Michigan
$58.1K +$296 +12 +0.5%
National Bank of Canada
1223
National Bank of Canada
Quebec, Canada
$58.1K -$5.85K -237 -9%
FA
1224
Fiduciary Alliance
South Carolina
$58K +$56.9K +2,304 New
AA
1225
AlphaMark Advisors
Kentucky
$54K – – –