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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1351
Legacy Financial Advisors
Kentucky
$378K -$1.75K -67 -0.5%
CAG
1352
Compass Advisory Group
New York
$378K +$28.1K +1,076 +8%
SA
1353
Strategic Advocates
Utah
$378K -$9.43K -361 -2%
PWM
1354
Prosperity Wealth Management
California
$376K +$53.7K +2,055 +17%
TA
1355
TFB Advisors
Kansas
$376K -$73.4K -2,812 -17%
MA
1356
MCF Advisors
Kentucky
$375K +$286K +10,970 +343%
TWM
1357
Topsail Wealth Management
North Carolina
$375K – – –
GCM
1358
Generation Capital Management
New York
$374K – – –
WTB
1359
Washington Trust Bank
Washington
$374K +$368K +14,106 New
SB
1360
Sunflower Bank
Texas
$373K +$157 +6 +0%
TA
1361
Tactive Advisors
Florida
$373K +$368K +14,077 New
HIA
1362
Harbor Investment Advisory
Maryland
$372K +$25.2K +965 +7%
CI
1363
CPR Investments
Michigan
$371K +$75.4K +2,886 +26%
PCP
1364
Proficio Capital Partners
Massachusetts
$371K – – –
GGI
1365
GPM Growth Investors
Michigan
$371K -$36.5K -1,398 -9%
RCA
1366
Resonant Capital Advisors
Wisconsin
$370K – – –
TIP
1367
Tandem Investment Partners
New Jersey
$370K +$6.35K +243 +2%
FA
1368
Fountainhead AM
New Jersey
$369K -$26.7K -1,022 -7%
FFC
1369
Frederick Financial Consultants
Maryland
$368K -$46.8K -1,792 -11%
EMC
1370
Everest Management Corp
California
$367K +$362K +13,853 New
FCBT
1371
First Citizens Bank & Trust
North Carolina
$365K +$360K +13,789 New
PWM
1372
Partners Wealth Management
California
$364K – – –
KIM
1373
Kane Investment Management
California
$364K -$208K -7,971 -37%
WW
1374
Waterfront Wealth
Kansas
$364K +$359K +13,730 New
PMFA
1375
Plante Moran Financial Advisors
Michigan
$362K -$29.5K -1,131 -8%
53 54
55
56 57