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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1576
Heritage Financial Services
Massachusetts
$213K +$2.61K +100 +1%
HG
1577
Harbor Group
New Hampshire
$213K – – –
TFA
1578
Toth Financial Advisory
Virginia
$212K +$8.67K +332 +4%
AWM
1579
Adams Wealth Management
Utah
$211K -$661K -25,317 -76%
CI
1580
CacheTech Inc
Utah
$211K -$661K -25,317 -76%
WC
1581
Waterloo Capital
Texas
$211K +$208K +7,970 New
UW
1582
Unique Wealth
Florida
$211K +$208K +7,960 New
WWMSC
1583
Wagner Wealth Management (South Carolina)
South Carolina
$210K +$7.03K +269 +4%
HWA
1584
HCR Wealth Advisors
California
$210K +$19.6K +749 +10%
QPWM
1585
Quadrant Private Wealth Management
Pennsylvania
$210K +$1.62K +62 +0.8%
FA
1586
FF Advisors
California
$210K +$496 +19 +0.2%
IP
1587
Ignite Planners
California
$210K +$203K +7,779 New
BWP
1588
BSW Wealth Partners
Colorado
$210K -$39.4K -1,509 -16%
BCP
1589
Blue Chip Partners
Michigan
$210K -$4.36K -167 -2%
PFM
1590
Peak Financial Management
Massachusetts
$209K – – –
AFG
1591
Arkansas Financial Group
Arkansas
$209K +$206K +7,889 New
1IA
1592
1620 Investment Advisors
Massachusetts
$209K +$52 +2 +0%
KCM
1593
Kathmere Capital Management
Pennsylvania
$209K +$206K +7,873 New
BOC
1594
Bull Oak Capital
California
$208K +$205K +7,864 New
MCA
1595
Midwest Capital Advisors
Michigan
$208K – – –
PA
1596
Perennial Advisors
New York
$208K -$26.1K -1,000 -11%
BWFA
1597
Baltimore-Washington Financial Advisors
Maryland
$208K +$313 +12 +0.2%
SFS
1598
Solitude Financial Services
Virginia
$206K -$32.9K -1,259 -14%
BB
1599
Busey Bank
Illinois
$206K – – –
LTL
1600
Lowery Thomas LLC
California
$206K +$14.9K +570 +8%
62 63
64
65 66