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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
MAWA
1301
Moss Adams Wealth Advisors
Washington
$6.2K +$6.07K +246 New
WBC
1302
West Branch Capital
Massachusetts
$5.71K +$1.04K +42 +23%
CP
1303
Castleview Partners
Texas
$5.56K +$74 +3 +1%
WPWM
1304
Western Pacific Wealth Management
Illinois
$5.06K +$4.96K +201 New
CNBTD
1305
Citizens National Bank Trust Department
Mississippi
$5K +$4.44K +180 New
IWP
1306
IAG Wealth Partners
Wisconsin
$4.99K – – –
BHWM
1307
Beaird Harris Wealth Management
Texas
$4.52K -$39.7K -1,608 -90%
LFA
1308
Level Financial Advisors
New York
$4K – – –
FCB
1309
First Command Bank
Texas
$4K +$3.63K +147 New
FCFS
1310
First Command Financial Services
Texas
$4K +$3.63K +147 New
CCMI
1311
Creative Capital Management Investments
California
$4K +$3.78K +153 New
OFG
1312
Oxford Financial Group
Indiana
$3.97K +$666 +27 +20%
AC
1313
AlphaCore Capital
California
$3.02K – – –
GFWA
1314
Grey Fox Wealth Advisors
Delaware
$2.87K +$2.81K +114 New
WA
1315
Win Advisors
Florida
$2.34K -$9.92K -402 -81%
BLC
1316
Brown, Lisle/Cummings
Rhode Island
$1.51K – – –
CAS
1317
Coppell Advisory Solutions
Texas
$1.06K +$1.04K +42 New
CASC
1318
Coppell Advisory Solutions Corp
Texas
$1.06K +$1.04K +42 New
NC
1319
NewSquare Capital
Pennsylvania
$831 – – –
QCG
1320
Quadrant Capital Group
Ohio
$679 – – –
WWP
1321
WR Wealth Planners
Missouri
$529 – – –
DJSG
1322
D.J. St. Germain
Massachusetts
$253 – – –
VCM
1323
Versant Capital Management
Arizona
$146 – – –
CMP
1324
Coston McIsaac & Partners
Maine
$111 +$1.41K +57 +1%
DF
1325
DecisionPoint Financial
Arizona
$76 +$74 +3 New
51 52
53
54 55