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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
926
Strategic Financial Partners
Oregon
$239K +$1.79K +69 +0.8%
DI
927
DFPG Investments
Utah
$239K +$237K +9,105 New
RGC
928
Roberts, Glore & Co
Illinois
$238K – – –
VWM
929
Vigilare Wealth Management
Arizona
$237K -$5.77K -222 -2%
CWM
930
Concentric Wealth Management
California
$237K +$1.01K +39 +0.4%
PAM
931
Pegasus Asset Management
New York
$234K +$10.1K +387 +5%
LA
932
Legacy Advisors
Pennsylvania
$232K +$224K +8,607 New
KMWM
933
Keudell/Morrison Wealth Management
Oregon
$232K +$224K +8,625 New
PCFFS
934
Pacific Center for Financial Services
California
$231K +$1.79K +69 +0.8%
VAS
935
Valicenti Advisory Services
New York
$231K +$223K +8,571 New
SFG
936
Synergy Financial Group
California
$231K +$223K +8,577 New
DLCIG
937
D.L. Carlson Investment Group
New Hampshire
$230K -$26.4K -1,017 -11%
ESB
938
Essex Savings Bank
Connecticut
$227K – – –
LW
939
Linscomb Wealth
Texas
$227K +$779 +30 +0.4%
AFS
940
Annapolis Financial Services
Maryland
$226K -$65.7K -2,529 -23%
CWM
941
Cornerstone Wealth Management
Missouri
$226K -$36.9K -1,422 -14%
ZCM
942
Ziegler Capital Management
Illinois
$226K – – –
MWP
943
Moller Wealth Partners
$226K +$218K +8,400 New
CWM
944
Congress Wealth Management
Massachusetts
$225K +$217K +8,340 New
FA
945
Fountainhead AM
New Jersey
$224K -$2.57K -99 -1%
KA
946
Klingman & Associates
New York
$223K -$156 -6 -0.1%
GWSG
947
GPS Wealth Strategies Group
Colorado
$222K -$22.5K -867 -10%
AF
948
Alerus Financial
North Dakota
$220K – – –
SFC
949
SYM Financial Corp
Indiana
$220K +$7.87K +303 +4%
LWM
950
Liberty Wealth Management
California
$220K +$213K +8,193 New
36 37
38
39 40