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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1676
Barrett & Company
Rhode Island
$70.2K +$8.35K +306 +14%
EWM
1677
Evermay Wealth Management
Virginia
$68.7K -$33K -1,209 -32%
DF
1678
Dunhill Financial
United Kingdom
$66.8K +$15.9K +583 +31%
HWA
1679
Heartwood Wealth Advisors
Virginia
$64.1K +$64.1K +2,349 New
RWM
1680
Rialto Wealth Management
New York
$63.9K – – –
RF
1681
Robinswood Financial
Washington
$62.1K +$600 +22 +1%
TIM
1682
Thompson Investment Management
Wisconsin
$59.2K – – –
OFG
1683
Oxford Financial Group
Indiana
$58.3K – – –
PW
1684
Pandora Wealth
Illinois
$57.3K – – –
FCT
1685
First Community Trust
Iowa
$57.2K – – –
HCM
1686
Hollencrest Capital Management
California
$57.1K +$45.4K +1,665 +391%
FLFS
1687
Family Legacy Financial Solutions
North Carolina
$54.6K -$15.4K -564 -22%
RF
1688
Roxbury Financial
New Jersey
$54.1K +$246 +9 +0.5%
C
1689
Covestor
United Kingdom
$52K +$3.85K +141 +8%
VDBMI
1690
Van Den Berg Management I
Texas
$51.8K -$136 -5 -0.3%
HWP
1691
Highline Wealth Partners
California
$50.5K +$50.5K +1,850 New
CAIM
1692
Catherine Avery Investment Management
Florida
$49.3K – – –
CB
1693
CNB Bank
Pennsylvania
$49.2K -$1.23K -45 -2%
FCMT
1694
Founders Capital Management (Texas)
Texas
$49.1K – – –
DEM
1695
Disciplined Equity Management
Florida
$48.5K – – –
CFS
1696
Compass Financial Services
Iowa
$47K – – –
FFA
1697
Frazier Financial Advisors
Ohio
$45.8K +$5.05K +185 +12%
KSB
1698
Kennebec Savings Bank
Maine
$45.5K +$5.02K +184 +12%
MBFW
1699
Morton Brown Family Wealth
Pennsylvania
$44.6K +$13K +477 +41%
GWSA
1700
Global Wealth Strategies & Associates
Colorado
$43.6K -$17.2K -631 -28%
66 67
68
69 70