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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CJ
1726
Caitlin John
Michigan
$26.5K +$26.5K +970 New
AIA
1727
Aventus Investment Advisors
Florida
$26.2K – – –
QT
1728
Quantbot Technologies
New York
$22.8K +$22.8K +835 New
HWA
1729
Heritage Wealth Advisors
Virginia
$22.7K – – –
TCM
1730
Tradewinds Capital Management
Washington
$22.6K -$4.56K -167 -17%
PFM
1731
Phillips Financial Management
Indiana
$22.2K -$9.79K -359 -31%
CSB
1732
City State Bank
Iowa
$22.1K – – –
MFT
1733
Moisand Fitzgerald Tamayo
Florida
$21.6K – – –
JGIA
1734
Jackson Grant Investment Advisers
Connecticut
$20.8K +$218 +8 +1%
CPG
1735
Cornerstone Planning Group
New Jersey
$19.7K -$6.03M -220,882 -100%
FDW
1736
Fourth Dimension Wealth
Ohio
$18.8K – – –
WBC
1737
West Branch Capital
Massachusetts
$18.1K – – –
SMA
1738
Sage Mountain Advisors
Georgia
$18K – – –
AIP
1739
Ameritas Investment Partners
Nebraska
$17.6K +$655 +24 +4%
NECFA
1740
New England Capital Financial Advisors
Connecticut
$17.4K – – –
WAG
1741
Windsor Advisory Group
Ohio
$15.5K – – –
KG
1742
Kilter Group
New York
$15.4K -$27 -1 -0.2%
TVWM
1743
Tower View Wealth Management
Wisconsin
$15.1K +$136 +5 +0.9%
PCM
1744
Perritt Capital Management
Illinois
$14.9K +$1.69K +62 +13%
MCM
1745
Manchester Capital Management
Vermont
$13.7K +$2.73K +100 +25%
CCM
1746
Cloud Capital Management
Washington
$13K +$13.1K +480 New
TF
1747
Tompkins Financial
New York
$12.9K – – –
HNW
1748
High Note Wealth
Minnesota
$12.3K – – –
CT
1749
Coastline Trust
Rhode Island
$12.3K +$12.3K +450 New
WOC
1750
West Oak Capital
California
$12.1K -$520K -19,050 -30%
68 69
70
71 72