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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
1876
Wealth Preservation Advisors
Tennessee
$20.5K +$16.4K +605 +429%
P
1877
Palladiem
Pennsylvania
$19.1K +$19K +697 New
FDW
1878
Fourth Dimension Wealth
Ohio
$18.8K – – –
SMA
1879
Sage Mountain Advisors
Georgia
$18.1K – – –
NECFA
1880
New England Capital Financial Advisors
Connecticut
$17.5K – – –
NRG
1881
Nemes Rush Group
Michigan
$17.2K +$17K +627 New
QA
1882
Quattro Advisors
Pennsylvania
$15.7K +$15.6K +572 New
WAG
1883
Windsor Advisory Group
Ohio
$15.6K – – –
TVWM
1884
Tower View Wealth Management
Wisconsin
$15.3K +$163 +6 +1%
ACA
1885
Atlas Capital Advisors
Wyoming
$14.1K +$14K +514 New
QC
1886
Quent Capital
New York
$13.7K +$13.6K +501 New
TF
1887
Tompkins Financial
New York
$13K – – –
HNW
1888
High Note Wealth
Minnesota
$12.4K – – –
CT
1889
Coastline Trust
Rhode Island
$12.3K – – –
BHWM
1890
Beaird Harris Wealth Management
Texas
$12K +$6.55K +241 +122%
VWA
1891
VSM Wealth Advisory
Maryland
$12K +$326 +12 +3%
HCM
1892
Hollencrest Capital Management
California
$11.7K -$45.3K -1,665 -80%
NL
1893
NorthAvenue LLC
Ohio
$10.9K +$10.8K +399 New
TC
1894
Truvestments Capital
Florida
$10.7K -$23.4K -861 -69%
FG
1895
Fairman Group
Pennsylvania
$10.6K – – –
MSWM
1896
Mowery & Schoenfeld Wealth Management
Illinois
$9.42K – – –
PWAM
1897
Private Wealth Asset Management
Iowa
$9.3K – – –
GWS
1898
Greykasell Wealth Strategies
California
$9.15K +$82 +3 +0.9%
CFM
1899
Cornerstone Financial Management
Massachusetts
$9.05K +$8.97K +330 New
VFM
1900
Vision Financial Markets
Connecticut
$8.91K +$4.76K +175 +117%
74 75
76
77 78