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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
1501
Washington Trust
Rhode Island
$19.1K – – –
PP
1502
PrairieView Partners
Minnesota
$19K – – –
JGIA
1503
Jackson Grant Investment Advisers
Connecticut
$18.9K +$234 +9 +1%
MBFW
1504
Morton Brown Family Wealth
Pennsylvania
$18.4K – – –
OLVIG
1505
Oliver Lagore Vanvalin Investment Group
Michigan
$17.5K -$6.72K -258 -28%
SMA
1506
Sage Mountain Advisors
Georgia
$17.1K -$1.1M -42,393 -98%
C
1507
Covestor
United Kingdom
$17K -$234 -9 -1%
HWA
1508
Heritage Wealth Advisors
Virginia
$16.3K -$311K -11,946 -95%
PA
1509
Pineridge Advisors
Missouri
$16.3K +$16.4K +630 New
CSB
1510
City State Bank
Iowa
$16.2K -$4.84K -186 -23%
WBC
1511
West Branch Capital
Massachusetts
$15.9K – – –
NECFA
1512
New England Capital Financial Advisors
Connecticut
$15.6K – – –
SC
1513
Steph & Co
Wisconsin
$15.6K – – –
CAS
1514
Coppell Advisory Solutions
Texas
$15.6K +$15.6K +600 New
WAG
1515
Windsor Advisory Group
Ohio
$14.7K – – –
PCM
1516
Perritt Capital Management
Illinois
$13.6K – – –
NC
1517
NewSquare Capital
Pennsylvania
$12.7K +$12.3K +474 +3,160%
BFO
1518
Biltmore Family Office
North Carolina
$11.8K – – –
KC
1519
Knuff & Co
California
$10.7K +$10.7K +411 New
MRCM
1520
M&R Capital Management
New Jersey
$10.5K – – –
FMP
1521
Financial Management Professionals
Texas
$10K – – –
HFA
1522
Hershey Financial Advisers
Pennsylvania
$9.49K +$9.53K +366 New
NMM
1523
Naples Money Management
Florida
$9.1K +$156 +6 +2%
PPA
1524
Painted Porch Advisors
California
$8.94K +$8.98K +345 New
UWS
1525
Unique Wealth Strategies
Illinois
$8.15K +$7.89K +303 New
59 60
61
62 63