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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
NF
1951
Napier Financial
Massachusetts
$46K +$45.5K +1,500 New
SRCM
1952
Signature Resources Capital Management
California
$43.9K +$15.2K +500 +54%
MIM
1953
MTM Investment Management
South Carolina
$43.6K – – –
TLFA
1954
True Link Financial Advisors
California
$42K -$1.6M -52,894 -97%
T
1955
Transce3nd
Texas
$39.2K -$2.79K -92 -7%
AA
1956
Addison Advisors
Vermont
$39.1K – – –
Q1WB
1957
Quest 10 Wealth Builders
Virginia
$37.5K +$37.1K +1,222 New
SMA
1958
Sage Mountain Advisors
Georgia
$37.5K +$17K +561 +85%
IA
1959
IFS Advisors
Kansas
$37.4K – – –
GCP
1960
Gill Capital Partners
Colorado
$37.2K +$36.8K +1,214 New
MLA
1961
MB, Levis & Associates
Pennsylvania
$35K +$273 +9 +0.8%
TWIM
1962
TIAA Wealth Investment Management
New York
$33.2K +$33K +1,088 New
DWS
1963
Dynamic Wealth Strategies
California
$32.3K – – –
FMB
1964
Field & Main Bank
Kentucky
$32.2K – – –
FFO
1965
Fortitude Family Office
Arizona
$32.2K – – –
ATS
1966
Ashton Thomas Securities
New York
$32.2K +$31.9K +1,050 New
KFP
1967
Kerr Financial Planning
California
$31.7K +$273 +9 +0.9%
MG
1968
MilWealth Group
Wisconsin
$30.4K – – –
OWA
1969
Opal Wealth Advisors
New York
$30.4K +$30K +990 New
SC
1970
Swan Capital
Florida
$30K +$29.7K +978 New
RDFA
1971
Ritter Daniher Financial Advisory
Ohio
$29.9K – – –
BFO
1972
Biltmore Family Office
North Carolina
$29.9K -$27K -890 -48%
AIA
1973
Aventus Investment Advisors
Florida
$29.5K – – –
CSB
1974
City State Bank
Iowa
$29.3K +$4.4K +145 +18%
USB
1975
Union Savings Bank
Connecticut
$29.1K +$28.7K +947 New
77 78
79
80 81