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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
2051
Gen-Wealth Partners
Michigan
$2.06K +$1.94K +64 +2,133%
TFA
2052
Transamerica Financial Advisors
Florida
$1.96K +$243 +8 +15%
MWM
2053
Mosley Wealth Management
California
$1.75K +$1.94K +64 New
VEA
2054
Virtus ETF Advisers
New York
$1.72K +$182 +6 +12%
CCC
2055
Chelsea Counsel Company
California
$1.53K +$1.52K +50 New
PWMG
2056
Private Wealth Management Group
New Jersey
$1.37K +$30 +1 +2%
BHWM
2057
Bay Harbor Wealth Management
Maryland
$1.22K +$1.21K +40 New
UIA
2058
Ulland Investment Advisors
Minnesota
$1K – – –
TC
2059
Truvestments Capital
Florida
$920 -$10.9K -360 -92%
NRC
2060
New Republic Capital
North Carolina
$828 – – –
AW
2061
Affinity Wealth
Ohio
$644 -$139K -4,588 -100%
FS
2062
Financially Speaking
Colorado
$338 +$334 +11 New
WAG
2063
Wilkerson Advisory Group
Missouri
$184 -$30 -1 -14%
IRAG
2064
Investment Research & Advisory Group
Georgia
$158 – – –
YAL
2065
Your Advocates Ltd
Texas
$124 -$485 -16 -80%
EAM
2066
Eukles Asset Management
Ohio
$61 – – –
OCWP
2067
Owl Creek Wealth Partners
Colorado
$4 – – –
ACM
2068
Argent Capital Management
Missouri
– -$29.8M -1,086,931 Closed
HF
2069
HRT Financial
New York
– -$7.64M -278,597 Closed
EFS
2070
Econ Financial Services
Pennsylvania
– -$7.24M -264,057 Closed
GIM
2071
Guild Investment Management
California
– -$4.78M -174,170 Closed
JWCA
2072
J.W. Cole Advisors
Florida
– -$3.8M -159,928 Closed
OPWM
2073
Oxinas Partners Wealth Management
Indiana
– -$4.32M -157,483 Closed
CG
2074
Caprock Group
Idaho
– -$3.89M -141,922 Closed
TCWM
2075
Total Clarity Wealth Management
Illinois
– -$3.34M -121,869 Closed
81 82
83
84 85