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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
TCWA
1026
Ten Capital Wealth Advisors
Washington
$142K +$14.6K +600 +10%
TFA
1027
Toth Financial Advisory
Virginia
$139K +$13K +534 +9%
VCM
1028
Vigilant Capital Management
Maine
$138K +$18.2K +750 +14%
FFA
1029
Fairfield Financial Advisors
Massachusetts
$136K +$292 +12 +0.2%
SN
1030
Sittner & Nelson
Oregon
$133K – – –
DWMG
1031
DB Wealth Management Group
California
$132K – – –
FPFS
1032
First Personal Financial Services
North Carolina
$131K – – –
TWA
1033
TCI Wealth Advisors
Arizona
$128K +$40.2K +1,653 +40%
BWA
1034
BDO Wealth Advisors
Florida
$125K -$2.33K -96 -2%
SFC
1035
SYM Financial Corp
Indiana
$124K – – –
TF
1036
Tompkins Financial
New York
$121K +$55.5K +2,286 +73%
SSG
1037
Summit Securities Group
New York
$120K +$131K +5,400 New
HFS
1038
HBC Financial Services
Washington
$119K – – –
GWS
1039
Glassman Wealth Services
Virginia
$119K +$1.39K +57 +1%
CIR
1040
Clear Investment Research
Georgia
$109K – – –
IWA
1041
Icon Wealth Advisors
Texas
$103K +$113K +4,647 New
RBC
1042
Roble Belko & Company
Pennsylvania
$97K -$74.1K -3,051 -41%
CMP
1043
Coston McIsaac & Partners
Maine
$96K +$1.68K +69 +2%
PWMG
1044
Prestige Wealth Management Group
New Jersey
$93K – – –
LFG
1045
Larson Financial Group
Missouri
$91K +$72.4K +2,979 +261%
CAM
1046
Costello Asset Management
Pennsylvania
$88K +$146 +6 +0.2%
PIP
1047
Peachtree Investment Partners
Florida
$87K -$1.03M -42,402 -92%
EWM
1048
Evermay Wealth Management
Virginia
$85K -$37.9K -1,560 -29%
ACA
1049
Aptus Capital Advisors
Alabama
$85K -$14.9K -612 -14%
BA
1050
Ballast Advisors
Minnesota
$84K – – –
40 41
42
43 44