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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
GWSA
1526
Global Wealth Strategies & Associates
Colorado
$60K – – –
LC
1527
Lindbrook Capital
California
$58.4K – – –
EWM
1528
EPG Wealth Management
Georgia
$57.3K +$55.4K +2,034 New
HCP
1529
Hexagon Capital Partners
Arkansas
$56.5K +$245 +9 +0.5%
PFM
1530
Phillips Financial Management
Indiana
$55.8K +$32K +1,173 +145%
PG
1531
Proffitt & Goodson
Tennessee
$54.9K – – –
AA
1532
Addison Advisors
Vermont
$52.5K – – –
VDBMI
1533
Van Den Berg Management I
Texas
$51.5K – – –
FCMT
1534
Founders Capital Management (Texas)
Texas
$50.7K – – –
VWM
1535
Venturi Wealth Management
Texas
$50.3K +$245 +9 +0.5%
CYG
1536
Clean Yield Group
Vermont
$47.8K – – –
TWD
1537
True Wealth Design
Ohio
$44.5K +$245 +9 +0.6%
IWP
1538
IAG Wealth Partners
Wisconsin
$44.5K +$39.1K +1,437 +998%
QC
1539
Quent Capital
New York
$43.7K +$19.6K +720 +87%
FFA
1540
Fairfield Financial Advisors
Massachusetts
$43.4K +$817 +30 +2%
CP
1541
Castleview Partners
Texas
$43.1K +$3.76K +138 +10%
KHC
1542
Koesten Hirschmann & Crabtree
Kansas
$42.3K – – –
OA
1543
Operose Advisors
Wisconsin
$42.1K – – –
AW
1544
Avion Wealth
Texas
$41K +$490 +18 +1%
CSWM
1545
Cassady Schiller Wealth Management
Ohio
$38K +$36.8K +1,350 New
AWM
1546
Atticus Wealth Management
Florida
$36.4K +$35.1K +1,290 New
SRCM
1547
Signature Resources Capital Management
California
$35.1K – – –
CAS
1548
Coppell Advisory Solutions
Texas
$34.6K +$17.2K +630 +105%
BC
1549
Barrett & Company
Rhode Island
$34.1K +$33K +1,212 New
RCM
1550
Raleigh Capital Management
North Carolina
$33.1K – – –
60 61
62
63 64