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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1676
Weaver Capital Management
Georgia
$81.2K +$764 +28 +1%
APW
1677
Aventura Private Wealth
Florida
$74.1K +$109 +4 +0.1%
SWIM
1678
Smallwood Wealth Investment Management
New Jersey
$73.4K – – –
PPC
1679
Park Place Capital
Alabama
$71.9K +$71.9K +2,635 New
HHGA
1680
Halbert Hargrove Global Advisors
California
$71.1K – – –
CFFP
1681
Center for Financial Planning
Michigan
$70.9K – – –
BC
1682
Barrett & Company
Rhode Island
$70.2K +$8.35K +306 +14%
EWM
1683
Evermay Wealth Management
Virginia
$68.7K -$33K -1,209 -32%
DF
1684
Dunhill Financial
United Kingdom
$66.8K +$15.9K +583 +31%
HWA
1685
Heartwood Wealth Advisors
Virginia
$64.1K +$64.1K +2,349 New
RWM
1686
Rialto Wealth Management
New York
$63.9K – – –
RF
1687
Robinswood Financial
Washington
$62.1K +$600 +22 +1%
TIM
1688
Thompson Investment Management
Wisconsin
$59.2K – – –
OFG
1689
Oxford Financial Group
Indiana
$58.3K – – –
PW
1690
Pandora Wealth
Illinois
$57.3K – – –
FCT
1691
First Community Trust
Iowa
$57.2K – – –
HCM
1692
Hollencrest Capital Management
California
$57.1K +$45.4K +1,665 +391%
FLFS
1693
Family Legacy Financial Solutions
North Carolina
$54.6K -$15.4K -564 -22%
RF
1694
Roxbury Financial
New Jersey
$54.1K +$246 +9 +0.5%
C
1695
Covestor
United Kingdom
$52K +$3.85K +141 +8%
VDBMI
1696
Van Den Berg Management I
Texas
$51.8K -$136 -5 -0.3%
HWP
1697
Highline Wealth Partners
California
$50.5K +$50.5K +1,850 New
CAIM
1698
Catherine Avery Investment Management
Florida
$49.3K – – –
CB
1699
CNB Bank
Pennsylvania
$49.2K -$1.23K -45 -2%
FCMT
1700
Founders Capital Management (Texas)
Texas
$49.1K – – –
66 67
68
69 70