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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
351
Belpointe Asset Management
Nevada
$264K -$52.8K -3,171 -16%
FHC
352
First Heartland Consultants
Missouri
$260K +$277K +16,635 New
AF
353
Alerus Financial
North Dakota
$258K – – –
MA
354
MCF Advisors
Kentucky
$258K +$263K +15,786 +2,392%
CCA
355
Cobblestone Capital Advisors
New York
$257K – – –
BRWA
356
B. Riley Wealth Advisors
Florida
$256K -$850 -51 -0.3%
WSTAM
357
Wilbanks Smith & Thomas Asset Management
Virginia
$255K +$1.55K +93 +0.6%
LRPA
358
L. Roy Papp & Associates
Arizona
$255K +$7.5K +450 +3%
DI
359
DFPG Investments
Utah
$255K +$272K +16,299 New
CAMG
360
CWA Asset Management Group
Florida
$254K +$3.65K +219 +1%
FMC
361
First Merchants Corp
Indiana
$248K – – –
SWMG
362
Sanchez Wealth Management Group
Florida
$248K +$264K +15,828 New
MHS
363
M Holdings Securities
Oregon
$247K +$263K +15,768 New
CMBA
364
C.M. Bidwell & Associates
Hawaii
$243K – – –
KA
365
Kovack Advisors
Florida
$243K +$8.4K +504 +3%
MWP
366
MYCIO Wealth Partners
Pennsylvania
$239K -$40.4K -2,424 -14%
MSA
367
Marino Stram & Associates
Massachusetts
$235K +$115K +6,885 +85%
CWM
368
Confluence Wealth Management
Oregon
$226K +$3.65K +219 +2%
WCM
369
Weik Capital Management
Pennsylvania
$223K +$237K +14,220 New
LBC
370
Lowe Brockenbrough & Co
Virginia
$220K +$27.5K +1,650 +13%
CBFP
371
Cedar Brook Financial Partners
Ohio
$218K +$232K +13,950 New
SWA
372
Sutton Wealth Advisors
Florida
$217K – – –
NFG
373
Next Financial Group
Texas
$215K +$225K +13,473 +5,477%
SAM
374
SignalPoint Asset Management
Missouri
$213K +$16.6K +993 +8%
FPCG
375
Fort Pitt Capital Group
Pennsylvania
$213K +$227K +13,605 New
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15
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