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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
951
Brasada Capital Management
Texas
$750K – – –
LC
952
Landaas & Company
Wisconsin
$749K – – –
BAM
953
Bellevue Asset Management
Washington
$748K -$17.4K -729 -2%
SAM
954
SignalPoint Asset Management
Missouri
$747K +$3.65K +153 +0.5%
BFG
955
Bleakley Financial Group
New Jersey
$744K -$79.2K -3,324 -10%
FRA
956
Front Row Advisors
California
$741K -$47K -1,971 -6%
SA
957
Strategic Advisors
New York
$740K -$449K -18,834 -39%
WCM
958
Weik Capital Management
Pennsylvania
$740K -$53.3K -2,235 -7%
LBC
959
Lowe Brockenbrough & Co
Virginia
$740K +$197K +8,286 +40%
CWM
960
Connecticut Wealth Management
Connecticut
$737K – – –
SWM
961
Soundmark Wealth Management
Washington
$735K +$6.93K +291 +1%
CPA
962
Clear Point Advisors
New York
$732K +$688K +28,860 New
EWM
963
EPG Wealth Management
Georgia
$729K -$7.51K -315 -1%
EP
964
Edgestream Partners
New Jersey
$722K +$678K +28,437 New
AA
965
Ancora Advisors
Ohio
$721K -$2.07M -87,006 -75%
SWA
966
Strategies Wealth Advisors
Michigan
$720K -$2.72K -114 -0.4%
RMAM
967
Raab & Moskowitz Asset Management
New Jersey
$718K +$264K +11,097 +65%
SPWM
968
Schrum Private Wealth Management
Florida
$715K -$52K -2,181 -7%
RWM
969
Rench Wealth Management
Texas
$701K -$27K -1,134 -4%
FFC
970
First Financial Corp
Indiana
$697K +$11.4K +477 +2%
VFA
971
Valeo Financial Advisors
Indiana
$695K -$122K -5,133 -16%
JCM
972
Jacobi Capital Management
Pennsylvania
$686K +$114K +4,785 +22%
MPCL
973
My Personal CFO LLC
Washington
$684K +$642K +26,937 New
FPGT
974
Financial Partners Group (Tennessee)
Tennessee
$681K +$2.57K +108 +0.4%
DT
975
Diversified Trust
Tennessee
$679K -$141K -5,919 -18%
37 38
39
40 41