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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
451
Rench Wealth Management
Texas
$983K +$21.4K +942 +2%
SMG
452
Smart Money Group
Texas
$982K -$50.8K -2,235 -5%
PCMC
453
Private Capital Management (Colorado)
Colorado
$981K -$316K -13,890 -26%
DTC
454
Davidson Trust Company
Washington
$962K -$72.6K -3,192 -7%
MWP
455
Meridian Wealth Partners
Pennsylvania
$962K -$6.14K -270 -0.7%
KCPG
456
Kavar Capital Partners Group
Kansas
$961K +$13.6K +600 +2%
KC
457
Kingfisher Capital
North Carolina
$960K +$1.91K +84 +0.2%
JPLA
458
Joseph P. Lucia & Associates
New York
$956K +$276K +12,132 +45%
RWM
459
RKL Wealth Management
Pennsylvania
$955K -$203K -8,907 -18%
NNP
460
Nachman Norwood & Parrott
South Carolina
$951K +$40.5K +1,782 +5%
FWSM
461
First Wilshire Securities Management
California
$950K +$164K +7,200 +23%
BC
462
Bartlett & Co
Ohio
$947K -$18.4K -807 -2%
BCWM
463
Bartlett & Co Wealth Management
Ohio
$947K -$18.4K -807 -2%
WF
464
Welch & Forbes
Massachusetts
$937K – – –
VCAM
465
Van Cleef Asset Management
Ohio
$930K -$106K -4,647 -11%
CAS
466
Cascadia Advisory Services
Oregon
$930K +$870K +38,262 New
AL
467
Aspiriant LLC
California
$924K -$33.1K -1,455 -4%
TFGT
468
TS Financial Group (TSFG)
Illinois
$921K -$13.2K -579 -2%
BFA
469
Beaumont Financial Advisors
Massachusetts
$916K -$46.3K -2,037 -5%
HI
470
Hudock Inc
Pennsylvania
$913K +$3.69K +162 +0.4%
ACM
471
AlphaStar Capital Management
North Carolina
$905K +$119K +5,253 +16%
BCM
472
Brasada Capital Management
Texas
$899K – – –
GDP
473
Great Diamond Partners
Maine
$898K +$202K +8,877 +32%
LA
474
Latitude Advisors
Florida
$891K +$104K +4,581 +14%
CMBA
475
C.M. Bidwell & Associates
Hawaii
$889K +$2.05K +90 +0.2%
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