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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
1351
Impact Partnership Wealth
Georgia
$11.4K +$11.9K +483 New
WBC
1352
West Branch Capital
Massachusetts
$10.9K +$2.58K +105 +30%
WTA
1353
Washington Trust Advisors
Massachusetts
$10.6K -$14.4K -585 -57%
BFO
1354
Biltmore Family Office
North Carolina
$10.6K +$11K +450 New
HCP
1355
Hexagon Capital Partners
Arkansas
$10K +$1.55K +63 +17%
LB
1356
Legacy Bridge
Iowa
$9.84K – – –
FMP
1357
Financial Management Professionals
Texas
$9K – – –
GWSA
1358
Global Wealth Strategies & Associates
Colorado
$7.8K – – –
HFM
1359
Hartford Financial Management
Connecticut
$7.08K – – –
KA
1360
Kozak & Associates
Colorado
$7.02K – – –
C
1361
Covestor
United Kingdom
$7K +$2.43K +99 +48%
SL
1362
Savior LLC
Massachusetts
$6.71K -$74 -3 -1%
IFAM
1363
Institutional & Family Asset Management
Colorado
$6.65K – – –
CT
1364
Colonial Trust
South Carolina
$6.58K – – –
CP
1365
Castleview Partners
Texas
$5.35K +$74 +3 +1%
VAG
1366
VisionPoint Advisory Group
Texas
$4.74K – – –
WPWM
1367
Western Pacific Wealth Management
Illinois
$4.74K – – –
FA
1368
Financial Avengers
California
$4.6K +$4.79K +195 New
AWM
1369
AllSquare Wealth Management
New York
$4.46K -$5.15K -210 -53%
CNBTD
1370
Citizens National Bank Trust Department
Mississippi
$4.25K – – –
LFA
1371
Level Financial Advisors
New York
$4.03K – – –
BCA
1372
Bray Capital Advisors
Florida
$3.89K – – –
CCMI
1373
Creative Capital Management Investments
California
$3.61K – – –
CCM
1374
Chilton Capital Management
Texas
$3.54K -$12.5K -510 -77%
IWP
1375
IAG Wealth Partners
Wisconsin
$3.4K -$19.5K -795 -85%
53 54
55
56 57