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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
476
Ameritas Investment Company
Nebraska
$883K +$114K +4,998 +16%
BW
477
Bison Wealth
Georgia
$881K +$4.98K +219 +0.6%
CS
478
Capital Square
Tennessee
$881K +$144K +6,309 +22%
BCA
479
Bay Colony Advisors
Massachusetts
$877K +$69.9K +3,075 +9%
SB
480
Strategic Blueprint
Georgia
$873K +$310K +13,629 +61%
PFS
481
Prospera Financial Services
Texas
$859K +$804K +35,331 New
AMG
482
Advisors Management Group
Wisconsin
$853K +$798K +35,091 New
BIM
483
Baldwin Investment Management
Pennsylvania
$844K -$31.5K -1,383 -4%
DSC
484
Duncker Streett & Co
Missouri
$844K -$28.3K -1,245 -3%
TF
485
TIAA FSB
Florida
$835K -$22K -969 -3%
OC
486
Oarsman Capital
Wisconsin
$831K +$61.8K +2,715 +9%
FFWM
487
Future Financial Wealth Management
Ohio
$827K +$78.6K +3,456 +11%
HA
488
Harborview Advisors
Maine
$818K -$25.6K -1,125 -3%
GAM
489
Garrison Asset Management
Arkansas
$803K -$49.8K -2,190 -6%
IWM
490
IHT Wealth Management
Illinois
$803K +$380K +16,710 +102%
DWT
491
Dorsey & Whitney Trust
South Dakota
$789K +$739K +32,472 New
BWA
492
Beam Wealth Advisors
Louisiana
$787K +$188K +8,250 +34%
PFG
493
Pacific Financial Group
Washington
$785K +$735K +32,295 New
OC
494
Oppenheimer & Co
New York
$783K +$51.2K +2,250 +8%
SAM
495
Sawgrass Asset Management
Florida
$780K +$42.3K +1,860 +6%
JIC
496
Johnson Investment Counsel
Ohio
$776K -$12.4K -546 -2%
MPWT
497
MassMutual Private Wealth & Trust
Connecticut
$775K -$129K -5,658 -15%
CAM
498
Concorde Asset Management
Michigan
$772K +$722K +31,743 New
MFW
499
Meristem Family Wealth
Minnesota
$766K – – –
HFBOT
500
Home Federal Bank of Tennessee
Tennessee
$750K – – –
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