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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMIA
1476
Global Wealth Management Investment Advisory
Florida
$17.1K – – –
SAM
1477
Smartleaf Asset Management
Massachusetts
$17K +$15.7K +657 New
SMA
1478
Sage Mountain Advisors
Georgia
$16.7K -$18.2K -765 -54%
NECFA
1479
New England Capital Financial Advisors
Connecticut
$15.2K – – –
SC
1480
Steph & Co
Wisconsin
$15.2K – – –
TRCT
1481
Tower Research Capital (TRC)
New York
$15.2K -$986K -41,388 -99%
CSB
1482
City State Bank
Iowa
$15K – – –
HCM
1483
Hollencrest Capital Management
California
$15K – – –
WAG
1484
Windsor Advisory Group
Ohio
$14.4K – – –
BCM
1485
Bourgeon Capital Management
Connecticut
$14.1K – – –
CJ
1486
Caitlin John
Michigan
$13.7K +$12.9K +540 New
DCBT
1487
Dakota Community Bank & Trust
North Dakota
$13.5K +$13.2K +552 New
IPW
1488
Impact Partnership Wealth
Georgia
$12.3K – – –
HWA
1489
Heritage Wealth Advisors
Virginia
$11.4K -$303K -12,732 -97%
BFO
1490
Biltmore Family Office
North Carolina
$11.4K – – –
HCP
1491
Hexagon Capital Partners
Arkansas
$11.4K +$572 +24 +6%
LB
1492
Legacy Bridge
Iowa
$10.6K – – –
FMP
1493
Financial Management Professionals
Texas
$10K – – –
WTA
1494
Washington Trust Advisors
Massachusetts
$9.52K -$1.79K -75 -17%
OFG
1495
Oxford Financial Group
Indiana
$9.44K +$8.87K +372 New
MSWM
1496
Mowery & Schoenfeld Wealth Management
Illinois
$9.06K +$8.51K +357 New
NMM
1497
Naples Money Management
Florida
$8.79K +$8.22K +345 New
SFA
1498
Semmax Financial Advisors
North Carolina
$7.68K +$7.22K +303 New
KA
1499
Kozak & Associates
Colorado
$7.63K – – –
HFM
1500
Hartford Financial Management
Connecticut
$7.61K – – –
58 59
60
61 62