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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
MLA
1726
MB, Levis & Associates
Pennsylvania
$30.6K -$87.7K -3,214 -74%
PPA
1727
Painted Porch Advisors
California
$29.9K – – –
FFO
1728
Fortitude Family Office
Arizona
$28.7K -$70K -2,565 -71%
MG
1729
MilWealth Group
Wisconsin
$27K – – –
RDFA
1730
Ritter Daniher Financial Advisory
Ohio
$26.6K – – –
BFO
1731
Biltmore Family Office
North Carolina
$26.6K +$14.3K +524 +116%
CJ
1732
Caitlin John
Michigan
$26.5K +$26.5K +970 New
AIA
1733
Aventus Investment Advisors
Florida
$26.2K – – –
QT
1734
Quantbot Technologies
New York
$22.8K +$22.8K +835 New
HWA
1735
Heritage Wealth Advisors
Virginia
$22.7K – – –
TCM
1736
Tradewinds Capital Management
Washington
$22.6K -$4.56K -167 -17%
PFM
1737
Phillips Financial Management
Indiana
$22.2K -$9.79K -359 -31%
CSB
1738
City State Bank
Iowa
$22.1K – – –
MFT
1739
Moisand Fitzgerald Tamayo
Florida
$21.6K – – –
JGIA
1740
Jackson Grant Investment Advisers
Connecticut
$20.8K +$218 +8 +1%
CPG
1741
Cornerstone Planning Group
New Jersey
$19.7K -$6.03M -220,882 -100%
FDW
1742
Fourth Dimension Wealth
Ohio
$18.8K – – –
WBC
1743
West Branch Capital
Massachusetts
$18.1K – – –
SMA
1744
Sage Mountain Advisors
Georgia
$18K – – –
AIP
1745
Ameritas Investment Partners
Nebraska
$17.6K +$655 +24 +4%
NECFA
1746
New England Capital Financial Advisors
Connecticut
$17.4K – – –
WAG
1747
Windsor Advisory Group
Ohio
$15.5K – – –
KG
1748
Kilter Group
New York
$15.4K -$27 -1 -0.2%
TVWM
1749
Tower View Wealth Management
Wisconsin
$15.1K +$136 +5 +0.9%
PCM
1750
Perritt Capital Management
Illinois
$14.9K +$1.69K +62 +13%
68 69
70
71 72