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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
1501
Phillips Financial Management
Indiana
$21K – – –
FCT
1502
First Community Trust
Iowa
$20.8K – – –
MFT
1503
Moisand Fitzgerald Tamayo
Florida
$20.5K – – –
DF
1504
Dunhill Financial
United Kingdom
$20.1K – – –
WT
1505
Washington Trust
Rhode Island
$19.1K – – –
PP
1506
PrairieView Partners
Minnesota
$19K – – –
JGIA
1507
Jackson Grant Investment Advisers
Connecticut
$18.9K +$234 +9 +1%
MBFW
1508
Morton Brown Family Wealth
Pennsylvania
$18.4K – – –
OLVIG
1509
Oliver Lagore Vanvalin Investment Group
Michigan
$17.5K -$6.72K -258 -28%
SMA
1510
Sage Mountain Advisors
Georgia
$17.1K -$1.1M -42,393 -98%
C
1511
Covestor
United Kingdom
$17K -$234 -9 -1%
HWA
1512
Heritage Wealth Advisors
Virginia
$16.3K -$311K -11,946 -95%
PA
1513
Pineridge Advisors
Missouri
$16.3K +$16.4K +630 New
CSB
1514
City State Bank
Iowa
$16.2K -$4.84K -186 -23%
WBC
1515
West Branch Capital
Massachusetts
$15.9K – – –
NECFA
1516
New England Capital Financial Advisors
Connecticut
$15.6K – – –
SC
1517
Steph & Co
Wisconsin
$15.6K – – –
CAS
1518
Coppell Advisory Solutions
Texas
$15.6K +$15.6K +600 New
WAG
1519
Windsor Advisory Group
Ohio
$14.7K – – –
PCM
1520
Perritt Capital Management
Illinois
$13.6K – – –
NC
1521
NewSquare Capital
Pennsylvania
$12.7K +$12.3K +474 +3,160%
BFO
1522
Biltmore Family Office
North Carolina
$11.8K – – –
KC
1523
Knuff & Co
California
$10.7K +$10.7K +411 New
MRCM
1524
M&R Capital Management
New Jersey
$10.5K – – –
FMP
1525
Financial Management Professionals
Texas
$10K – – –
59 60
61
62 63