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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
TFCP
1026
Twin Focus Capital Partners
Massachusetts
$203K – – –
MWP
1027
Moller Wealth Partners
$201K – – –
SFG
1028
Synergy Financial Group
California
$201K – – –
GC
1029
GFG Capital
Florida
$201K +$5.11K +201 +2%
GTAM
1030
Global Trust Asset Management
Florida
$196K -$815K -32,031 -80%
PFGIA
1031
Patriot Financial Group Insurance Agency
Massachusetts
$189K +$75.4K +2,964 +60%
MDCM
1032
Morgan Dempsey Capital Management
Wisconsin
$188K +$201K +7,893 New
AIC
1033
Archer Investment Corporation
Indiana
$187K -$3.89K -153 -2%
TCOV
1034
Trust Company of Vermont
Vermont
$183K – – –
AWM
1035
Aberdeen Wealth Management
Illinois
$179K – – –
RBC
1036
Roble Belko & Company
Pennsylvania
$178K +$229 +9 +0.1%
PK
1037
Pflug Koory
Nebraska
$170K +$11.1K +435 +6%
WWMSC
1038
Wagner Wealth Management (South Carolina)
South Carolina
$166K -$174K -6,822 -50%
FCA
1039
FinTrust Capital Advisors
South Carolina
$156K -$32.5K -1,278 -16%
WWM
1040
Wolff Wiese Magana
California
$156K +$9.01K +354 +6%
EW
1041
Element Wealth
Mississippi
$154K – – –
MRCM
1042
M&R Capital Management
New Jersey
$151K +$5.57K +219 +4%
FFA
1043
Fairfield Financial Advisors
Massachusetts
$146K +$120K +4,716 +336%
SN
1044
Sittner & Nelson
Oregon
$143K – – –
DWMG
1045
DB Wealth Management Group
California
$142K – – –
FPFS
1046
First Personal Financial Services
North Carolina
$142K – – –
TCWA
1047
Ten Capital Wealth Advisors
Washington
$138K – – –
BWA
1048
BDO Wealth Advisors
Florida
$137K +$992 +39 +0.7%
TFA
1049
Toth Financial Advisory
Virginia
$137K +$22.7K +894 +18%
SFC
1050
SYM Financial Corp
Indiana
$133K -$65.7K -2,583 -32%
40 41
42
43 44