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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1151
RGT Wealth Advisors
Texas
$5K – – –
HCP
1152
Hexagon Capital Partners
Arkansas
$5K +$786 +30 +18%
CP
1153
Castleview Partners
Texas
$5K +$5.58K +213 New
BWP
1154
Baldwin Wealth Partners
Massachusetts
$4K – – –
FFA
1155
Freedman Financial Associates
Massachusetts
$4K – – –
LFA
1156
Level Financial Advisors
New York
$4K – – –
TIM
1157
Tevis Investment Management
Texas
$4K +$3.93K +150 New
AC
1158
AlphaCore Capital
California
$3K – – –
PCA
1159
Providence Capital Advisors
North Carolina
$3K – – –
TFM
1160
TFC Financial Management
Massachusetts
$3K – – –
WWP
1161
WR Wealth Planners
Missouri
$2.76K +$2.75K +105 New
SLWS
1162
Swaine & Leidel Wealth Services
Florida
$2.15K +$169K +6,438 New
RCC
1163
Red Cedar Capital
Nebraska
$2K – – –
DHGWA
1164
Dixon Hughes Goodman Wealth Advisors
North Carolina
$2K +$1.57K +60 New
FWM
1165
Focused Wealth Management
New York
$2K +$2.28K +87 New
BIM
1166
Baldwin Investment Management
Pennsylvania
$1.44K +$33.7K +1,287 +2%
QCG
1167
Quadrant Capital Group
Ohio
$1K -$8.09K -309 -92%
CWM
1168
Curi Wealth Management
North Carolina
$1K – – –
NC
1169
NewSquare Capital
Pennsylvania
$1K – – –
OFG
1170
Oxford Financial Group
Indiana
$1K – – –
WBC
1171
West Branch Capital
Massachusetts
$1K +$1.33K +51 New
ANBT
1172
American National Bank & Trust
Texas
$1K +$1.57K +60 New
WIM
1173
Westside Investment Management
California
$12 – – –
PA
1174
PFG Advisors
Arizona
– -$12.2M -452,499 Closed
SCA
1175
Stuart Chaussee & Associates
California
– -$9.7M -360,126 Closed
45 46
47
48 49