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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
401
RHS Financial
California
$859K +$46.9K +2,313 +6%
YWP
402
YorkBridge Wealth Partners
New York
$858K +$133K +6,537 +19%
MWP
403
Meridian Wealth Partners
Pennsylvania
$852K +$791 +39 +0.1%
PWA
404
Physician Wealth Advisors
Utah
$852K +$771K +38,013 New
BC
405
Bartlett & Co
Ohio
$850K +$669 +33 +0.1%
BCWM
406
Bartlett & Co Wealth Management
Ohio
$850K +$669 +33 +0.1%
BFA
407
Beaumont Financial Advisors
Massachusetts
$849K -$272K -13,410 -25%
RWM
408
Rench Wealth Management
Texas
$844K +$8.88K +438 +1%
AL
409
Aspiriant LLC
California
$844K +$357K +17,610 +81%
KC
410
Kingfisher Capital
North Carolina
$843K +$2.37K +117 +0.3%
KCPG
411
Kavar Capital Partners Group
Kansas
$832K -$4.68K -231 -0.6%
WF
412
Welch & Forbes
Massachusetts
$824K – – –
TFGT
413
TS Financial Group (TSFG)
Illinois
$823K +$669 +33 +0.1%
MPWT
414
MassMutual Private Wealth & Trust
Connecticut
$802K +$445K +21,933 +141%
MA
415
MONECO Advisors
Connecticut
$800K -$20.9K -1,029 -3%
HI
416
Hudock Inc
Pennsylvania
$799K +$3.47K +171 +0.5%
NNP
417
Nachman Norwood & Parrott
South Carolina
$798K +$109K +5,352 +17%
CFGS
418
Concourse Financial Group Securities
Alabama
$797K -$30.2K -1,491 -4%
BCM
419
Brasada Capital Management
Texas
$791K – – –
CMBA
420
C.M. Bidwell & Associates
Hawaii
$780K -$1.82K -90 -0.2%
BIM
421
Baldwin Investment Management
Pennsylvania
$772K +$60K +2,958 +9%
BW
422
Bison Wealth
Georgia
$770K +$86.6K +4,272 +13%
DSC
423
Duncker Streett & Co
Missouri
$769K +$308K +15,195 +73%
AA
424
Apriem Advisors
California
$766K -$1.74M -85,800 -71%
NL
425
NWAM LLC
Washington
$766K +$727K +35,835 New
15 16
17
18 19