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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
HC
1626
Hara Capital
Washington
$127K +$133K +4,666 New
JWA
1627
JFS Wealth Advisors
Pennsylvania
$127K – – –
AWM
1628
Abound Wealth Management
Tennessee
$126K +$2.33K +82 +2%
DEM
1629
Disciplined Equity Management
Florida
$123K – – –
TCG
1630
Transcendent Capital Group
Oklahoma
$118K -$11.1K -391 -8%
WPA
1631
West Paces Advisors
Georgia
$117K -$5.2K -183 -4%
TC
1632
Truvestments Capital
Florida
$116K +$118K +4,137 +4,448%
EWM
1633
Evermay Wealth Management
Virginia
$114K -$4.26K -150 -3%
WWP
1634
WR Wealth Planners
Missouri
$111K +$1.02K +36 +0.9%
MFC
1635
Mechanics Financial Corp
Ohio
$105K +$110K +3,858 New
PIP
1636
Peachtree Investment Partners
Florida
$105K -$9.44K -332 -8%
PWMG
1637
Prestige Wealth Management Group
New Jersey
$102K – – –
BA
1638
Bellwether Advisors
Nebraska
$102K +$106K +3,720 New
PCM
1639
Palouse Capital Management
Washington
$100K -$25.6K -902 -20%
UCB
1640
United Community Bank
South Carolina
$98.4K +$102K +3,600 New
BA
1641
Ballast Advisors
Minnesota
$97.3K – – –
BL
1642
Balentine LLC
Georgia
$94.1K – – –
AT
1643
Avalon Trust
New Mexico
$93.4K – – –
MA
1644
MCF Advisors
Kentucky
$90.5K +$30K +1,055 +47%
HFS
1645
Hantz Financial Services
Michigan
$90K +$8.27K +291 +10%
RTL
1646
Red Tortoise LLC
Georgia
$89.1K +$540 +19 +0.6%
CW
1647
Curio Wealth
Maryland
$88.5K +$92.1K +3,240 New
OAJ
1648
Ogorek Anthony Joseph
New York
$88K +$853 +30 +0.9%
DRP
1649
Decker Retirement Planning
Utah
$87.8K +$91.4K +3,215 New
MAS
1650
MPWM Advisory Solutions
Georgia
$87.1K +$90.6K +3,188 New
64 65
66
67 68