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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
MLA
1951
MB, Levis & Associates
Pennsylvania
$35K +$273 +9 +0.8%
TWIM
1952
TIAA Wealth Investment Management
New York
$33.2K +$33K +1,088 New
DWS
1953
Dynamic Wealth Strategies
California
$32.3K – – –
FMB
1954
Field & Main Bank
Kentucky
$32.2K – – –
FFO
1955
Fortitude Family Office
Arizona
$32.2K – – –
ATS
1956
Ashton Thomas Securities
New York
$32.2K +$31.9K +1,050 New
KFP
1957
Kerr Financial Planning
California
$31.7K +$273 +9 +0.9%
MG
1958
MilWealth Group
Wisconsin
$30.4K – – –
OWA
1959
Opal Wealth Advisors
New York
$30.4K +$30K +990 New
SC
1960
Swan Capital
Florida
$30K +$29.7K +978 New
RDFA
1961
Ritter Daniher Financial Advisory
Ohio
$29.9K – – –
BFO
1962
Biltmore Family Office
North Carolina
$29.9K -$27K -890 -48%
AIA
1963
Aventus Investment Advisors
Florida
$29.5K – – –
CSB
1964
City State Bank
Iowa
$29.3K +$4.4K +145 +18%
USB
1965
Union Savings Bank
Connecticut
$29.1K +$28.7K +947 New
PIS
1966
POM Investment Strategies
North Carolina
$29K +$28.7K +946 New
KG
1967
Kilter Group
New York
$28.3K -$819 -27 -3%
MSFP
1968
Mark Sheptoff Financial Planning
Connecticut
$28.1K +$26.9K +888 New
MTI
1969
Merrithew & Thorsten Inc
California
$28K +$243 +8 +0.9%
MHIP
1970
Mountain Hill Investment Partners
New Jersey
$27.7K +$152 +5 +0.6%
ISWM
1971
Intesa Sanpaolo Wealth Management
$25.8K – – –
PFM
1972
Phillips Financial Management
Indiana
$24.9K – – –
QCG
1973
Quadrant Capital Group
Ohio
$24.3K +$24.1K +793 New
MFT
1974
Moisand Fitzgerald Tamayo
Florida
$24.3K – – –
JGIA
1975
Jackson Grant Investment Advisers
Connecticut
$23.8K +$212 +7 +0.9%
77 78
79
80 81