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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
MBFW
1476
Morton Brown Family Wealth
Pennsylvania
$17.1K +$16.1K +675 New
GWMIA
1477
Global Wealth Management Investment Advisory
Florida
$17.1K – – –
SAM
1478
Smartleaf Asset Management
Massachusetts
$17K +$15.7K +657 New
SMA
1479
Sage Mountain Advisors
Georgia
$16.7K -$18.2K -765 -54%
NECFA
1480
New England Capital Financial Advisors
Connecticut
$15.2K – – –
SC
1481
Steph & Co
Wisconsin
$15.2K – – –
TRCT
1482
Tower Research Capital (TRC)
New York
$15.2K -$986K -41,388 -99%
CSB
1483
City State Bank
Iowa
$15K – – –
HCM
1484
Hollencrest Capital Management
California
$15K – – –
WAG
1485
Windsor Advisory Group
Ohio
$14.4K – – –
BCM
1486
Bourgeon Capital Management
Connecticut
$14.1K – – –
CJ
1487
Caitlin John
Michigan
$13.7K +$12.9K +540 New
DCBT
1488
Dakota Community Bank & Trust
North Dakota
$13.5K +$13.2K +552 New
IPW
1489
Impact Partnership Wealth
Georgia
$12.3K – – –
HWA
1490
Heritage Wealth Advisors
Virginia
$11.4K -$303K -12,732 -97%
BFO
1491
Biltmore Family Office
North Carolina
$11.4K – – –
HCP
1492
Hexagon Capital Partners
Arkansas
$11.4K +$572 +24 +6%
LB
1493
Legacy Bridge
Iowa
$10.6K – – –
FMP
1494
Financial Management Professionals
Texas
$10K – – –
WTA
1495
Washington Trust Advisors
Massachusetts
$9.52K -$1.79K -75 -17%
OFG
1496
Oxford Financial Group
Indiana
$9.44K +$8.87K +372 New
MSWM
1497
Mowery & Schoenfeld Wealth Management
Illinois
$9.06K +$8.51K +357 New
NMM
1498
Naples Money Management
Florida
$8.79K +$8.22K +345 New
SFA
1499
Semmax Financial Advisors
North Carolina
$7.68K +$7.22K +303 New
KA
1500
Kozak & Associates
Colorado
$7.63K – – –
58 59
60
61 62