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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SP
1326
Successful Portfolios
Florida
$412K -$2.1K -74 -0.5%
Tudor Investment Corp
1327
Tudor Investment Corp
Connecticut
$411K -$1.18M -41,615 -73%
GA
1328
GoalVest Advisory
New York
$410K
TFM
1329
Trademark Financial Management
Minnesota
$408K +$96.3K +3,387 +29%
FAIM
1330
Financial Advocates Investment Management
Washington
$408K +$118K +4,167 +39%
CWA
1331
CM Wealth Advisors
Ohio
$407K
MHR
1332
Matthew Hamilton Rosenberg
$405K -$65.4K -2,302 -13%
FA
1333
Fountainhead AM
New Jersey
$405K -$47K -1,652 -10%
AIM
1334
Aspen Investment Management
Michigan
$405K -$13.1K -460 -3%
AG
1335
Ascent Group
Virginia
$402K -$540K -19,009 -56%
KWS
1336
Keystone Wealth Services
California
$402K +$36.3K +1,277 +9%
RWB
1337
RMR Wealth Builders
New Jersey
$400K +$60.2K +2,118 +17%
BWM
1338
BankPlus Wealth Management
Mississippi
$399K +$416K +14,621 New
SA
1339
Strategic Advisors
New York
$398K -$169K -5,942 -29%
BI
1340
Ballast Inc
Kentucky
$394K -$597 -21 -0.1%
CWM
1341
Castle Wealth Management
Florida
$394K -$7.19K -253 -2%
SLA
1342
Silver Lake Advisory
Utah
$392K +$3.41K +120 +0.8%
VR
1343
Valued Retirements
Texas
$391K
WE
1344
Wealth Effects
Massachusetts
$391K -$1.68K -59 -0.4%
PHWM
1345
Pine Harbor Wealth Management
Maryland
$388K +$11.7K +412 +3%
MAS
1346
Meeder Advisory Services
Ohio
$387K +$170K +5,967 +73%
BSCCG
1347
Blue Sky Capital Consultants Group
California
$387K +$403K +14,172 New
TWM
1348
Topsail Wealth Management
North Carolina
$386K +$402K +14,142 New
SFG
1349
Sovereign Financial Group
Connecticut
$385K +$168K +5,899 +72%
PMFA
1350
Plante Moran Financial Advisors
Michigan
$385K +$162K +5,704 +68%