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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RTL
1226
Red Tortoise LLC
Georgia
$98.1K +$75 +3 +0.1%
EWM
1227
Evermay Wealth Management
Virginia
$95.4K – – –
SIS
1228
Sound Income Strategies
Florida
$93.8K -$60.5K -2,418 -39%
TCM
1229
TD Capital Management
Tennessee
$89.2K +$17.2K +687 +23%
HDIM
1230
Hanson & Doremus Investment Management
Vermont
$88K -$21K -840 -19%
National Bank of Canada
1231
National Bank of Canada
Quebec, Canada
$87.6K +$17.5K +699 +30%
FSWA
1232
Financial Synergies Wealth Advisors
Texas
$87.3K +$17.2K +687 +24%
SIM
1233
Studio Investment Management
Illinois
$85.5K +$12.2K +486 +16%
AWM
1234
Abound Wealth Management
Tennessee
$83.5K +$15.8K +630 +23%
AT
1235
Avalon Trust
New Mexico
$83.4K +$85.5K +3,420 New
AFS
1236
Annapolis Financial Services
Maryland
$80.8K – – –
BTI
1237
Blue Trust Inc
Georgia
$77K -$73.7K -2,946 -49%
TF
1238
Tompkins Financial
New York
$76.8K – – –
FWM
1239
Focused Wealth Management
New York
$75.7K -$300 -12 -0.4%
EWP
1240
Elevation Wealth Partners
California
$75.1K +$77K +3,078 New
HFS
1241
Hantz Financial Services
Michigan
$73K – – –
LWCFA
1242
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$72.6K -$299K -11,940 -80%
TIM
1243
Tortoise Investment Management
New York
$70.2K – – –
LWANC
1244
Laurel Wealth Advisors (North Carolina)
North Carolina
$65.8K +$67.5K +2,700 New
OA
1245
Operose Advisors
Wisconsin
$65K – – –
Kayne Anderson Rudnick Investment Management
1246
Kayne Anderson Rudnick Investment Management
California
$63.6K – – –
AFG
1247
Albion Financial Group
Utah
$60.7K +$75 +3 +0.1%
GWANC
1248
Guardian Wealth Advisors (North Carolina)
North Carolina
$60.6K +$9.9K +396 +19%
CCA
1249
Column Capital Advisors
Indiana
$60.4K +$1.13K +45 +2%
PIP
1250
Peachtree Investment Partners
Florida
$58.4K – – –