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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1201
Focused Wealth Management
New York
$78.4K +$72.6K +2,943 +1,721%
SIM
1202
Studio Investment Management
Illinois
$76.1K +$370 +15 +0.5%
HFS
1203
Hantz Financial Services
Michigan
$76K
TCM
1204
TD Capital Management
Tennessee
$74.9K +$666 +27 +0.9%
FFL
1205
Financial Freedom LLC
Ohio
$74.6K +$73.2K +2,964 New
FSWA
1206
Financial Synergies Wealth Advisors
Texas
$72.9K +$35.1K +1,422 +97%
TIM
1207
Tortoise Investment Management
New York
$72.4K
SIC
1208
SJS Investment Consulting
Ohio
$70.5K
AWM
1209
Abound Wealth Management
Tennessee
$70.4K
DWP
1210
Destiny Wealth Partners
Florida
$69.3K +$3.26K +132 +5%
OA
1211
Operose Advisors
Wisconsin
$67.2K
TWD
1212
True Wealth Design
Ohio
$66K +$64.7K +2,622 New
Kayne Anderson Rudnick Investment Management
1213
Kayne Anderson Rudnick Investment Management
California
$65.6K +$32.7K +1,326 +104%
EE
1214
EWG Elevate
California
$65.2K +$64K +2,592 New
AFG
1215
Albion Financial Group
Utah
$62.6K +$61.4K +2,487 New
CCA
1216
Column Capital Advisors
Indiana
$61.2K +$1.48K +60 +3%
BlackRock
1217
BlackRock
New York
$61K -$1.04K -42 -2%
PIP
1218
Peachtree Investment Partners
Florida
$60.3K -$37.7K -1,527 -39%
DCBT
1219
Dakota Community Bank & Trust
North Dakota
$60K -$30.4K -1,230 -34%
CFFP
1220
Center for Financial Planning
Michigan
$58.1K +$296 +12 +0.5%
National Bank of Canada
1221
National Bank of Canada
Quebec, Canada
$58.1K -$5.85K -237 -9%
FA
1222
Fiduciary Alliance
South Carolina
$58K +$56.9K +2,304 New
AA
1223
AlphaMark Advisors
Kentucky
$54K
ANBT
1224
American National Bank & Trust
Texas
$53K +$8.14K +330 +19%
GWANC
1225
Guardian Wealth Advisors (North Carolina)
North Carolina
$52.7K +$5.26K +213 +11%