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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ANBT
1226
American National Bank & Trust
Texas
$53K +$8.14K +330 +19%
GWANC
1227
Guardian Wealth Advisors (North Carolina)
North Carolina
$52.7K +$5.26K +213 +11%
LC
1228
Lindbrook Capital
California
$52.2K -$17.5K -708 -25%
JWA
1229
JFS Wealth Advisors
Pennsylvania
$51.4K – – –
BL
1230
Balentine LLC
Georgia
$49.3K +$48.3K +1,956 New
MFT
1231
Moisand Fitzgerald Tamayo
Florida
$49.2K +$22.4K +909 +87%
SC
1232
Steph & Co
Wisconsin
$49K – – –
AA
1233
Addison Advisors
Vermont
$46.5K – – –
JFG
1234
JDM Financial Group
Texas
$46K +$45.1K +1,827 New
TFP
1235
Tilia Fiduciary Partners
North Carolina
$45K +$74 +3 +0.2%
FMP
1236
Financial Management Professionals
Texas
$43K +$31.1K +1,260 +288%
CYG
1237
Clean Yield Group
Vermont
$42.8K – – –
BWP
1238
Baldwin Wealth Partners
Massachusetts
$41.5K +$37K +1,500 +1,020%
Citadel Advisors
1239
Citadel Advisors
Florida
$41K -$6.46M -261,585 -99%
HIA
1240
Harbor Investment Advisory
Maryland
$40.4K – – –
LF
1241
Lee Financial
Texas
$39.5K – – –
FA
1242
Faithward Advisors
Pennsylvania
$38.9K – – –
PFC
1243
Phocas Financial Corp
California
$38.9K +$38.1K +1,545 New
FHA
1244
First Horizon Advisors
Tennessee
$37.8K -$148K -6,006 -80%
GCM
1245
Gables Capital Management
Florida
$37.8K – – –
KHC
1246
Koesten Hirschmann & Crabtree
Kansas
$37.8K +$37K +1,500 New
GEA
1247
Glen Eagle Advisors
New Jersey
$34K +$15.6K +630 +88%
AWM
1248
Accurate Wealth Management
Florida
$32.5K +$31.1K +1,260 New
GA
1249
GoalVest Advisory
New York
$31K – – –
BA
1250
Bellwether Advisors
Nebraska
$30.3K – – –