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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
751
Founders Financial Alliance
North Carolina
$263K +$58.4K +2,298 +28%
JIP
752
Jaffetilchin Investment Partners
Florida
$259K +$266K +10,461 New
FHC
753
First Heartland Consultants
Missouri
$258K -$29.4K -1,158 -10%
GCA
754
Genesee Capital Advisors
New York
$256K +$263K +10,344 New
DT
755
Diversified Trust
Tennessee
$252K +$2.67K +105 +1%
SNBOSCI
756
Security National Bank of Sioux City Iowa
Iowa
$251K -$59.9K -2,358 -19%
PP
757
PDS Planning
Ohio
$251K +$3.89K +153 +2%
CPC
758
Consolidated Planning Corp
Georgia
$249K +$256K +10,077 New
NHC
759
Nicholas Hoffman & Company
Georgia
$248K +$7.17K +282 +3%
AFG
760
Arkansas Financial Group
Arkansas
$247K – – –
IWA
761
Intercontinental Wealth Advisors
Texas
$245K – – –
MCM
762
Maryland Capital Management
Maryland
$245K +$6.63K +261 +3%
CWM
763
Cornerstone Wealth Management
Missouri
$244K +$1.14K +45 +0.5%
RIA
764
Realta Investment Advisors
Delaware
$244K +$251K +9,864 New
SBH
765
Segall Bryant & Hamill
Illinois
$243K +$35.1K +1,383 +16%
SMC
766
Smith, Moore & Co
Missouri
$241K – – –
ODIJL
767
One Day In July LLC
Vermont
$240K +$15.3K +603 +7%
RFA
768
Reilly Financial Advisors
California
$240K +$185K +7,284 +303%
PFPT
769
Pinnacle Financial Partners (Tennessee)
Tennessee
$240K +$246K +9,684 New
GC
770
Grimes & Company
Massachusetts
$239K +$76 +3 +0%
MFG
771
Magnus Financial Group
New York
$239K +$76 +3 +0%
B
772
Bailard
California
$239K +$30.1K +1,185 +14%
CC
773
Cadinha & Co
Hawaii
$238K -$22.9K -900 -9%
NFSG
774
Newbridge Financial Services Group
Florida
$237K -$6.41K -252 -3%
MC
775
Moors & Cabot
Massachusetts
$237K +$243K +9,558 New
29 30
31
32 33