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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1126
Principle Wealth Partners
Connecticut
$9.32K +$586K +24,108 +6%
AWM
1127
AllSquare Wealth Management
New York
$9K – – –
LB
1128
Legacy Bridge
Iowa
$9K – – –
CSB
1129
City State Bank
Iowa
$8K – – –
CPA
1130
Cardiff Park Advisors
California
$8K +$73 +3 +0.8%
WFA
1131
WestHill Financial Advisors
California
$7K – – –
KA
1132
Kozak & Associates
Colorado
$7K +$7.36K +303 New
MW
1133
Milestone Wealth
New York
$6K – – –
NG
1134
NWK Group
California
$6K – – –
SWM
1135
Sugarloaf Wealth Management
Georgia
$6K +$5.9K +243 New
FHC
1136
First Heartland Consultants
Missouri
$5.62K +$5.19M +213,798 +532%
HCP
1137
Hexagon Capital Partners
Arkansas
$5K +$219 +9 +4%
CP
1138
Castleview Partners
Texas
$5K +$2.4K +99 +83%
FWM
1139
Focused Wealth Management
New York
$4K -$855K -35,181 -100%
LFA
1140
Level Financial Advisors
New York
$4K -$1.75K -72 -30%
IWP
1141
IAG Wealth Partners
Wisconsin
$4K – – –
WBC
1142
West Branch Capital
Massachusetts
$4K +$1.6K +66 +55%
OSAM
1143
O'Shaughnessy Asset Management
Connecticut
$4K +$3.94K +162 New
AC
1144
AlphaCore Capital
California
$3K -$23.7K -975 -89%
MAM
1145
Meeder Asset Management
Ohio
$3K -$73 -3 -2%
BWP
1146
Baldwin Wealth Partners
Massachusetts
$3K – – –
MA
1147
MCF Advisors
Kentucky
$3K – – –
TFM
1148
TFC Financial Management
Massachusetts
$3K – – –
OFG
1149
Oxford Financial Group
Indiana
$3K +$1.6K +66 +100%
EC
1150
EdgeRock Capital
Colorado
$3K +$3.35K +138 New
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