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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
PIS
1976
POM Investment Strategies
North Carolina
$29K +$28.7K +946 New
KG
1977
Kilter Group
New York
$28.3K -$819 -27 -3%
MSFP
1978
Mark Sheptoff Financial Planning
Connecticut
$28.1K +$26.9K +888 New
MTI
1979
Merrithew & Thorsten Inc
California
$28K +$243 +8 +0.9%
MHIP
1980
Mountain Hill Investment Partners
New Jersey
$27.7K +$152 +5 +0.6%
ISWM
1981
Intesa Sanpaolo Wealth Management
$25.8K – – –
PFM
1982
Phillips Financial Management
Indiana
$24.9K – – –
QCG
1983
Quadrant Capital Group
Ohio
$24.3K +$24.1K +793 New
MFT
1984
Moisand Fitzgerald Tamayo
Florida
$24.3K – – –
JGIA
1985
Jackson Grant Investment Advisers
Connecticut
$23.8K +$212 +7 +0.9%
P
1986
Palladiem
Pennsylvania
$23.5K +$2.15K +71 +10%
TAR
1987
Trask Adam Roland
$23K +$22.8K +750 New
WPA
1988
Wealth Preservation Advisors
Tennessee
$22.9K – – –
BFS
1989
Beacon Financial Strategies
North Carolina
$22.7K -$42.4K -1,397 -65%
IW
1990
Imprint Wealth
South Carolina
$22.4K +$22.2K +731 New
FDW
1991
Fourth Dimension Wealth
Ohio
$21.1K – – –
IF
1992
Integrity Financial
Wyoming
$20K -$90.2K -2,973 -82%
NECFA
1993
New England Capital Financial Advisors
Connecticut
$19.7K +$152 +5 +0.8%
FG
1994
Fairman Group
Pennsylvania
$19.1K +$7.13K +235 +61%
WAG
1995
Windsor Advisory Group
Ohio
$17.4K – – –
TVWM
1996
Tower View Wealth Management
Wisconsin
$17.3K +$121 +4 +0.7%
PWM
1997
Proathlete Wealth Management
Florida
$17.2K +$13.1K +431 +337%
MWC
1998
MBM Wealth Consultants
Missouri
$16.8K +$16.7K +549 New
BHWM
1999
Beaird Harris Wealth Management
Texas
$15.9K +$2.4K +79 +18%
ACA
2000
Atlas Capital Advisors
Wyoming
$15.8K – – –
78 79
80
81 82