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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1551
Compass Advisory Group
New York
$406K -$39.6K -1,249 -9%
PIWA
1552
Prevail Innovative Wealth Advisors
Kansas
$406K – – –
SEP
1553
Signature Equity Partners
Ohio
$406K +$37.1K +1,170 +10%
TIP
1554
Tandem Investment Partners
New Jersey
$406K +$33.1K +1,043 +9%
NA
1555
Nautilus Advisors
California
$405K +$100K +3,152 +34%
HIS
1556
Horizon Investment Services
Indiana
$405K +$22K +693 +6%
UFA
1557
Uptown Financial Advisors
Texas
$404K – – –
VF
1558
Vista Finance
Missouri
$404K – – –
HAP
1559
Harbor Asset Planning
Massachusetts
$403K +$2.51K +79 +0.6%
AFA
1560
Amicus Financial Advisors
Texas
$402K +$254 +8 +0.1%
UF
1561
Univest Financial
Pennsylvania
$401K +$22K +692 +6%
MWA
1562
Medallion Wealth Advisors
Connecticut
$401K -$139K -4,392 -26%
WA
1563
Winter & Associates
Minnesota
$401K -$21.3K -672 -5%
SWM
1564
Shakespeare Wealth Management
Wisconsin
$400K – – –
FBC
1565
Fairfield, Bush & Co
Connecticut
$400K +$14.6K +461 +4%
CFP
1566
Cascade Financial Partners
California
$399K – – –
CWM
1567
Castle Wealth Management
Florida
$398K +$3.05K +96 +0.8%
SSW
1568
Stone Summit Wealth
Florida
$398K – – –
FAT
1569
First American Trust
California
$398K +$398K +12,552 New
GAFA
1570
Garton & Associates Financial Advisors
Kentucky
$395K +$100K +3,158 +34%
RWP
1571
Ridgeline Wealth Planning
Ohio
$395K -$14.6K -460 -4%
TFA
1572
Tobias Financial Advisors
Florida
$393K +$476 +15 +0.1%
AFWM
1573
Arta Finance Wealth Management
California
$392K +$15.3K +483 +4%
BPW
1574
Bingham Private Wealth
California
$392K -$1.68K -53 -0.4%
SA
1575
Sacks & Associates
New Jersey
$392K +$254 +8 +0.1%
61 62
63
64 65