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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1626
Crowley Wealth Management
Delaware
$134K +$139K +4,905 New
KG
1627
Kieckhefer Group
Wisconsin
$130K +$135K +4,755 New
SFGP
1628
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$130K +$135K +4,743 New
JWA
1629
JFS Wealth Advisors
Pennsylvania
$127K – – –
AWM
1630
Abound Wealth Management
Tennessee
$126K +$2.33K +82 +2%
DEM
1631
Disciplined Equity Management
Florida
$123K – – –
TCG
1632
Transcendent Capital Group
Oklahoma
$118K -$11.1K -391 -8%
WPA
1633
West Paces Advisors
Georgia
$117K -$5.2K -183 -4%
TC
1634
Truvestments Capital
Florida
$116K +$118K +4,137 +4,448%
EWM
1635
Evermay Wealth Management
Virginia
$114K -$4.26K -150 -3%
WWP
1636
WR Wealth Planners
Missouri
$111K +$1.02K +36 +0.9%
MFC
1637
Mechanics Financial Corp
Ohio
$105K +$110K +3,858 New
PIP
1638
Peachtree Investment Partners
Florida
$105K -$9.44K -332 -8%
PWMG
1639
Prestige Wealth Management Group
New Jersey
$102K – – –
BA
1640
Bellwether Advisors
Nebraska
$102K +$106K +3,720 New
PCM
1641
Palouse Capital Management
Washington
$100K -$25.6K -902 -20%
UCB
1642
United Community Bank
South Carolina
$98.4K +$102K +3,600 New
BA
1643
Ballast Advisors
Minnesota
$97.3K – – –
BL
1644
Balentine LLC
Georgia
$94.1K – – –
AT
1645
Avalon Trust
New Mexico
$93.4K – – –
MA
1646
MCF Advisors
Kentucky
$90.5K +$30K +1,055 +47%
HFS
1647
Hantz Financial Services
Michigan
$90K +$8.27K +291 +10%
RTL
1648
Red Tortoise LLC
Georgia
$89.1K +$540 +19 +0.6%
CW
1649
Curio Wealth
Maryland
$88.5K +$92.1K +3,240 New
OAJ
1650
Ogorek Anthony Joseph
New York
$88K +$853 +30 +0.9%
64 65
66
67 68