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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
RDFA
1726
Ritter Daniher Financial Advisory
Ohio
$25.8K – – –
OWA
1727
Opal Wealth Advisors
New York
$25.6K +$235 +9 +0.9%
AIA
1728
Aventus Investment Advisors
Florida
$25.4K +$25.1K +960 New
NWM
1729
Nova Wealth Management
Florida
$23.1K – – –
CCM
1730
Chilton Capital Management
Texas
$22.5K +$22.2K +850 New
VCM
1731
Versant Capital Management
Arizona
$22.3K +$5.43K +208 +33%
HWA
1732
Heritage Wealth Advisors
Virginia
$22K +$5.22K +200 +32%
CSB
1733
City State Bank
Iowa
$21.5K – – –
MFT
1734
Moisand Fitzgerald Tamayo
Florida
$21K -$6.5K -249 -24%
RA
1735
Rise Advisors
New York
$20.3K +$183 +7 +0.9%
JGIA
1736
Jackson Grant Investment Advisers
Connecticut
$20K +$183 +7 +0.9%
FDW
1737
Fourth Dimension Wealth
Ohio
$18.2K -$5.22K -200 -23%
PWM
1738
Proathlete Wealth Management
Florida
$18.2K +$16.8K +645 +1,573%
WBC
1739
West Branch Capital
Massachusetts
$17.6K – – –
SMA
1740
Sage Mountain Advisors
Georgia
$17.5K – – –
CCC
1741
Chelsea Counsel Company
California
$17.2K – – –
NECFA
1742
New England Capital Financial Advisors
Connecticut
$16.9K +$992 +38 +6%
AIP
1743
Ameritas Investment Partners
Nebraska
$16.4K – – –
WAG
1744
Windsor Advisory Group
Ohio
$15K – – –
KG
1745
Kilter Group
New York
$15K +$14.8K +565 New
TVWM
1746
Tower View Wealth Management
Wisconsin
$14.5K +$157 +6 +1%
PCM
1747
Perritt Capital Management
Illinois
$12.8K -$1.18K -45 -9%
TF
1748
Tompkins Financial
New York
$12.6K – – –
HNW
1749
High Note Wealth
Minnesota
$11.9K – – –
BFO
1750
Biltmore Family Office
North Carolina
$11.9K – – –
68 69
70
71 72