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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1301
PSI Advisors
Florida
$17.3K +$75 +3 +0.4%
JGIA
1302
Jackson Grant Investment Advisers
Connecticut
$16.9K +$150 +6 +0.9%
CSB
1303
City State Bank
Iowa
$15K +$5.63K +225 +60%
HCM
1304
Hollencrest Capital Management
California
$14.4K – – –
WAG
1305
Windsor Advisory Group
Ohio
$13.8K – – –
IWP
1306
IAG Wealth Partners
Wisconsin
$13.6K +$9K +360 +182%
BCM
1307
Bourgeon Capital Management
Connecticut
$13.5K -$12.8K -510 -48%
TC
1308
Truvestments Capital
Florida
$13.4K – – –
MAWA
1309
Moss Adams Wealth Advisors
Washington
$12.3K +$6.45K +258 +105%
FDCDDQ
1310
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.1K – – –
CPFP
1311
Clear Perspectives Financial Planning
Ohio
$11K -$1.57K -63 -12%
BFO
1312
Biltmore Family Office
North Carolina
$11K – – –
LB
1313
Legacy Bridge
Iowa
$10.2K – – –
EWM
1314
Endurance Wealth Management
Rhode Island
$10K – – –
FCAG
1315
First Capital Advisors Group
New Jersey
$9.74K -$7.05K -282 -41%
AWM
1316
AllSquare Wealth Management
New York
$9.73K – – –
M1FG
1317
Mach-1 Financial Group
Arkansas
$9.68K +$181K +7,242 New
HCP
1318
Hexagon Capital Partners
Arkansas
$8.58K +$2.55K +102 +41%
GWSA
1319
Global Wealth Strategies & Associates
Colorado
$8.07K – – –
C
1320
Covestor
United Kingdom
$8K +$300 +12 +4%
KA
1321
Kozak & Associates
Colorado
$7.37K – – –
HR
1322
Howe & Rusling
New York
$7.32K -$99.8K -3,993 -93%
HFM
1323
Hartford Financial Management
Connecticut
$7.32K – – –
SL
1324
Savior LLC
Massachusetts
$6.99K +$525 +21 +8%
IFAM
1325
Institutional & Family Asset Management
Colorado
$6.88K – – –
51 52
53
54 55