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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
1776
Bray Capital Advisors
Florida
$4.45K -$3.13K -110 -40%
PSFG
1777
Park Square Financial Group
Georgia
$4.15K +$4.32K +152 New
NMG
1778
New Millennium Group
Utah
$4.03K -$85 -3 -2%
IWP
1779
IAG Wealth Partners
Wisconsin
$3.93K -$40.9K -1,437 -91%
MLA
1780
MB, Levis & Associates
Pennsylvania
$3.39K +$3.52K +124 New
NS
1781
NBC Securities
Alabama
$3.3K -$2.53M -88,881 -100%
GPI
1782
General Partner Inc
Pennsylvania
$3.28K +$3.41K +120 New
KTC
1783
Kentucky Trust Company
Kentucky
$2.87K +$2.98K +105 New
GM
1784
GeoWealth Management
Illinois
$2.54K – – –
PWMG
1785
Private Wealth Management Group
New Jersey
$2.31K +$28 +1 +1%
WAS
1786
Winch Advisory Services
Wisconsin
$2.21K +$2.3K +81 New
NWWA
1787
New Wave Wealth Advisors
Arkansas
$1.98K +$2.08K +73 New
CJH
1788
Christopher J. Hasenberg
Wisconsin
$1.89K – – –
RFA
1789
Reyes Financial Architecture
California
$1.75K +$1.82K +64 New
WA
1790
Whipplewood Advisors
Colorado
$1.69K +$1.76K +62 New
BMC
1791
Bear Mountain Capital
Washington
$1.69K -$3.41K -120 -67%
FF
1792
Finley Financial
Nevada
$1.25K +$1.28K +45 New
HI
1793
Hoey Investments
Pennsylvania
$1.23K +$1.28K +45 New
WIM
1794
Westside Investment Management
California
$1.06K +$1.11K +39 New
HWM
1795
Hemington Wealth Management
Virginia
$1K -$3.07K -108 -67%
TFA
1796
Transamerica Financial Advisors
Florida
$1K -$256 -9 -30%
UIA
1797
Ulland Investment Advisors
Minnesota
$1K – – –
BFP
1798
Briaud Financial Planning
Texas
$1K +$1.25K +44 New
KFP
1799
Keener Financial Planning
Texas
$1K +$2.05K +72 New
SHF
1800
Safe Harbor Fiduciary
Florida
$984 -$597 -21 -37%
70 71
72
73 74