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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
351
WMS Partners
Maryland
$369K – – –
NFG
352
Nadler Financial Group
Illinois
$368K – – –
CRC
353
Curi RMB Capital
Illinois
$364K -$24.1K -1,371 -6%
BCP
354
Blue Chip Partners
Michigan
$364K – – –
SP
355
Successful Portfolios
Florida
$358K -$72K -4,095 -17%
TP
356
Tranquility Partners
Tennessee
$358K +$356K +20,259 New
GGI
357
Godsey & Gibb Inc
Virginia
$357K -$69.4K -3,945 -16%
BFC
358
Bedel Financial Consulting
Indiana
$354K – – –
CCP
359
Clarkston Capital Partners
Michigan
$352K -$25.2K -1,434 -7%
PPP
360
Private Portfolio Partners
New Jersey
$351K -$26K -1,479 -7%
AWM
361
Avior Wealth Management
Nebraska
$347K +$289K +16,407 +510%
WCM
362
Whitener Capital Management
North Carolina
$340K +$122K +6,960 +57%
BAC
363
Boys Arnold & Co
North Carolina
$338K – – –
CAMG
364
CWA Asset Management Group
Florida
$335K +$46.3K +2,631 +16%
BAM
365
Belpointe Asset Management
Nevada
$335K +$334K +18,963 New
TFA
366
Toth Financial Advisory
Virginia
$333K -$41.4K -2,355 -11%
BC
367
Brio Consultants
California
$330K -$5.12K -291 -2%
SL
368
Salomon & Ludwin
Virginia
$329K – – –
LAIC
369
Lederer & Associates Investment Counsel
California
$328K -$369 -21 -0.1%
PP
370
Patten & Patten
Tennessee
$327K – – –
MFG
371
Merit Financial Group
Georgia
$322K -$102K -5,790 -28%
RA
372
RFG Advisory
Alabama
$321K -$44.8K -2,550 -12%
QAM
373
QCI Asset Management
New York
$318K – – –
SB
374
Strategic Blueprint
Georgia
$318K +$109K +6,177 +52%
SB
375
Suntrust Banks
Georgia
$307K -$70.1K -3,984 -19%
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