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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
876
Argus Investors Counsel
New York
$327K – – –
FFM
877
Forum Financial Management
Illinois
$322K -$5.97K -228 -2%
BAWC
878
Boyce & Associates Wealth Consulting
Texas
$322K +$321K +12,243 New
FHA
879
First Horizon Advisors
Tennessee
$317K -$140K -5,352 -31%
OFG
880
Omega Financial Group
California
$316K +$2.04K +78 +0.7%
AWM
881
Aries Wealth Management
Maine
$316K +$315K +12,018 New
RJT
882
Raymond James Trust
Florida
$315K +$4.16K +159 +1%
AIM
883
Acropolis Investment Management
Missouri
$314K – – –
CA
884
Carson Advisory
Georgia
$313K +$37.2K +1,419 +14%
RWA
885
River Wealth Advisors
Pennsylvania
$312K -$72K -2,748 -19%
VCM
886
Virtue Capital Management
Tennessee
$312K -$26.5K -1,011 -8%
LWA
887
LWS Wealth Advisors
New Jersey
$312K +$3.93K +150 +1%
PP
888
PDS Planning
Ohio
$312K +$18.9K +723 +6%
RZH
889
Relyea Zuckerberg Hanson
Connecticut
$311K – – –
SNBOSCI
890
Security National Bank of Sioux City Iowa
Iowa
$309K +$37.3K +1,425 +14%
FWCM
891
Ferguson Wellman Capital Management
Oregon
$309K +$308K +11,760 New
GWMI
892
Guardian Wealth Management (Illinois)
Illinois
$308K -$10.6K -405 -3%
FPCG
893
Fort Pitt Capital Group
Pennsylvania
$308K +$306K +11,700 New
JWM
894
JFG Wealth Management
Colorado
$308K +$306K +11,700 New
FPAS
895
Focus Partners Advisor Solutions
Missouri
$308K +$307K +11,733 New
PFPT
896
Pinnacle Financial Partners (Tennessee)
Tennessee
$306K -$1.02K -39 -0.3%
TA
897
Trellis Advisors
Washington
$306K – – –
DFG
898
Demars Financial Group
Washington
$302K -$378K -14,424 -56%
LCM
899
Leisure Capital Management
California
$301K -$777K -29,661 -72%
KMWM
900
Keudell/Morrison Wealth Management
Oregon
$300K +$73.1K +2,793 +32%
34 35
36
37 38