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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFP
1801
Keener Financial Planning
Texas
$1K +$2.05K +72 New
SHF
1802
Safe Harbor Fiduciary
Florida
$984 -$597 -21 -37%
NRWA
1803
North Ridge Wealth Advisors
Oregon
$902 +$938 +33 New
LIS
1804
Legacy Investment Solutions
Idaho
$662 -$33.3K -1,173 -98%
LWMI
1805
Legacy Wealth Management (Idaho)
Idaho
$662 -$33.3K -1,173 -98%
FG
1806
Fairman Group
Pennsylvania
$579 – – –
NC
1807
NewSquare Capital
Pennsylvania
$410 – – –
MFS
1808
Mattson Financial Services
Michigan
$169 -$114 -4 -67%
EAM
1809
Eukles Asset Management
Ohio
$55 +$57 +2 New
TCM
1810
Tradewinds Capital Management
Washington
$55 +$57 +2 New
JSTA
1811
Japan Science & Technology Agency
Japan
– -$219M -7,781,409 Closed
Two Sigma Investments
1812
Two Sigma Investments
New York
– -$92M -3,264,000 Closed
Two Sigma Advisers
1813
Two Sigma Advisers
New York
– -$27.3M -969,900 Closed
Prudential Financial
1814
Prudential Financial
New Jersey
– -$10.8M -384,465 Closed
RWM
1815
Rezny Wealth Management
Florida
– -$10.3M -365,421 Closed
CGF
1816
Constant Guidance Financial
Massachusetts
– -$8.48M -301,023 Closed
DAS
1817
Dynamic Advisor Solutions
Arizona
– -$7.47M -264,981 Closed
Citadel Advisors
1818
Citadel Advisors
Florida
– -$7.51M -264,324 Closed
MPCA
1819
Madison Park Capital Advisors
Washington
– -$2.38M -84,381 Closed
CCAM
1820
Cascades Capital Asset Management
North Carolina
– -$1.57M -55,698 Closed
AFP
1821
Alpha Financial Partners
Kentucky
– -$1.28M -45,549 Closed
GDP
1822
Great Diamond Partners
Maine
– -$1.09M -38,541 Closed
GS
1823
GTS Securities
Florida
– -$947K -33,600 Closed
NAS
1824
NWF Advisory Services
California
– -$865K -30,687 Closed
FTDI
1825
First Trust Direct Indexing
Massachusetts
– -$851K -30,219 Closed