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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
VAG
1551
VisionPoint Advisory Group
Texas
$5.4K – – –
WWP
1552
WR Wealth Planners
Missouri
$5.16K +$4.96K +192 New
HWM
1553
HighMark Wealth Management
Minnesota
$4.92K – – –
CNBTD
1554
Citizens National Bank Trust Department
Mississippi
$4.84K – – –
CCMI
1555
Creative Capital Management Investments
California
$4.11K – – –
FFA
1556
Frazier Financial Advisors
Ohio
$4.03K -$698 -27 -15%
CCM
1557
Chilton Capital Management
Texas
$4.03K – – –
RWA
1558
Redmont Wealth Advisors
Illinois
$3.98K +$3.8K +147 New
AFS
1559
Annapolis Financial Services
Maryland
$3.87K -$83.7K -3,240 -96%
IWP
1560
IAG Wealth Partners
Wisconsin
$3.87K – – –
FAM
1561
Family Asset Management
South Carolina
$2.51K – – –
TC
1562
Truvestments Capital
Florida
$2.5K -$18.6K -720 -89%
PWMG
1563
Private Wealth Management Group
New Jersey
$2.25K – – –
SWM
1564
Sanctuary Wealth Management
Idaho
$2.1K +$2.02K +78 New
SVCP
1565
Silicon Valley Capital Partners
California
$2.03K +$1.94K +75 New
BLC
1566
Brown, Lisle/Cummings
Rhode Island
$1.61K – – –
NRG
1567
Nemes Rush Group
Michigan
$1.29K +$1.24K +48 New
MFA
1568
McClarren Financial Advisors
Pennsylvania
$1K – – –
FG
1569
Fairman Group
Pennsylvania
$554 – – –
NC
1570
NewSquare Capital
Pennsylvania
$403 – – –
VCM
1571
Versant Capital Management
Arizona
$163 – – –
BGDI
1572
BW Gestao de Investimentos
Brazil
– -$21.3M -839,310 Closed
FA
1573
FDx Advisors
Illinois
– -$17.2M -678,189 Closed
WA
1574
Win Advisors
Florida
– -$12.1M -475,494 Closed
WCM
1575
Winthrop Capital Management
Indiana
– -$11.6M -459,021 Closed
61 62
63
64 65