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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
RFG
1501
RFP Financial Group
Georgia
$7.61K +$7.15K +300 New
IFAM
1502
Institutional & Family Asset Management
Colorado
$7.16K – – –
CP
1503
Castleview Partners
Texas
$5.81K – – –
LWA
1504
Lowe Wealth Advisors
Maryland
$5.71K +$5.36K +225 New
WPWM
1505
Western Pacific Wealth Management
Illinois
$5.15K +$71 +3 +1%
VAG
1506
VisionPoint Advisory Group
Texas
$5.1K – – –
FA
1507
Financial Avengers
California
$4.95K – – –
BCA
1508
Bray Capital Advisors
Florida
$4.87K +$643 +27 +16%
HWM
1509
HighMark Wealth Management
Minnesota
$4.62K +$4.36K +183 New
CNBTD
1510
Citizens National Bank Trust Department
Mississippi
$4.57K – – –
FFA
1511
Frazier Financial Advisors
Ohio
$4.49K +$4.22K +177 New
LFA
1512
Level Financial Advisors
New York
$4.34K – – –
NMG
1513
New Millennium Group
Utah
$4.26K -$2.53M -106,287 -100%
CCMI
1514
Creative Capital Management Investments
California
$3.88K – – –
CCM
1515
Chilton Capital Management
Texas
$3.81K – – –
IWP
1516
IAG Wealth Partners
Wisconsin
$3.65K – – –
RIM
1517
Rockbridge Investment Management
New York
$3.12K +$2.93K +123 New
BBHC
1518
Brown Brothers Harriman & Co
New York
$3.04K +$2.86K +120 New
FAM
1519
Family Asset Management
South Carolina
$2.35K +$2.22K +93 New
PWMG
1520
Private Wealth Management Group
New Jersey
$2.11K +$2K +84 New
BLC
1521
Brown, Lisle/Cummings
Rhode Island
$1.52K – – –
MFA
1522
McClarren Financial Advisors
Pennsylvania
$1K +$572 +24 New
EA
1523
Evolution Advisers
Virginia
$1K +$1.07K +45 New
OLVIG
1524
Oliver Lagore Vanvalin Investment Group
Michigan
$761 – – –
AAMA
1525
Advanced Asset Management Advisors
Ohio
$761 +$715 +30 New
59 60
61
62 63