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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
1226
Ballast Advisors
Minnesota
$98.3K +$6.22K +249 +7%
RTL
1227
Red Tortoise LLC
Georgia
$98.1K +$75 +3 +0.1%
EWM
1228
Evermay Wealth Management
Virginia
$95.4K
SIS
1229
Sound Income Strategies
Florida
$93.8K -$60.5K -2,418 -39%
TCM
1230
TD Capital Management
Tennessee
$89.2K +$17.2K +687 +23%
HDIM
1231
Hanson & Doremus Investment Management
Vermont
$88K -$21K -840 -19%
National Bank of Canada
1232
National Bank of Canada
Quebec, Canada
$87.6K +$17.5K +699 +30%
FSWA
1233
Financial Synergies Wealth Advisors
Texas
$87.3K +$17.2K +687 +24%
SIM
1234
Studio Investment Management
Illinois
$85.5K +$12.2K +486 +16%
AWM
1235
Abound Wealth Management
Tennessee
$83.5K +$15.8K +630 +23%
AT
1236
Avalon Trust
New Mexico
$83.4K +$85.5K +3,420 New
AFS
1237
Annapolis Financial Services
Maryland
$80.8K
BTI
1238
Blue Trust Inc
Georgia
$77K -$73.7K -2,946 -49%
TF
1239
Tompkins Financial
New York
$76.8K
FWM
1240
Focused Wealth Management
New York
$75.7K -$300 -12 -0.4%
EWP
1241
Elevation Wealth Partners
California
$75.1K +$77K +3,078 New
HFS
1242
Hantz Financial Services
Michigan
$73K
LWCFA
1243
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$72.6K -$299K -11,940 -80%
TIM
1244
Tortoise Investment Management
New York
$70.2K
LWANC
1245
Laurel Wealth Advisors (North Carolina)
North Carolina
$65.8K +$67.5K +2,700 New
OA
1246
Operose Advisors
Wisconsin
$65K
Kayne Anderson Rudnick Investment Management
1247
Kayne Anderson Rudnick Investment Management
California
$63.6K
AFG
1248
Albion Financial Group
Utah
$60.7K +$75 +3 +0.1%
GWANC
1249
Guardian Wealth Advisors (North Carolina)
North Carolina
$60.6K +$9.9K +396 +19%
CCA
1250
Column Capital Advisors
Indiana
$60.4K +$1.13K +45 +2%