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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
ARIS
976
Advanced Research Investment Solutions
California
$167K – – –
FPFS
977
First Personal Financial Services
North Carolina
$165K -$7.79K -300 -5%
MRCM
978
M&R Capital Management
New Jersey
$164K +$1.25K +48 +0.8%
SN
979
Sittner & Nelson
Oregon
$162K +$156K +6,000 New
DWMG
980
DB Wealth Management Group
California
$160K – – –
CCMW
981
Cypress Capital Management (Wyoming)
Wyoming
$157K – – –
CAAS
982
Capital Asset Advisory Services
Michigan
$156K -$331K -12,750 -69%
TCWA
983
Ten Capital Wealth Advisors
Washington
$156K – – –
BWA
984
BDO Wealth Advisors
Florida
$153K +$24.6K +948 +20%
SSB
985
Sandy Spring Bank
Maryland
$150K -$7.64K -294 -5%
CAM
986
Costello Asset Management
Pennsylvania
$148K +$9.9K +381 +7%
HFS
987
HBC Financial Services
Washington
$144K – – –
PCMC
988
Paragon Capital Management (Colorado)
Colorado
$143K +$138K +5,304 New
GAM
989
Gemmer Asset Management
California
$139K +$1.01K +39 +0.8%
FMP
990
Financial Management Professionals
Texas
$136K +$8.26K +318 +7%
TC
991
Trust Company
Kansas
$132K +$17.3K +666 +16%
GT
992
Glenmede Trust
Pennsylvania
$124K – – –
WPA
993
West Paces Advisors
Georgia
$121K +$117K +4,500 New
TFA
994
Toth Financial Advisory
Virginia
$116K +$1.17K +45 +1%
CIR
995
Clear Investment Research
Georgia
$113K +$1.87K +72 +2%
HGWM
996
Harvest Group Wealth Management
Massachusetts
$109K – – –
PMFA
997
Plante Moran Financial Advisors
Michigan
$105K -$71.5K -2,754 -41%
EWM
998
Evermay Wealth Management
Virginia
$105K -$2.34K -90 -2%
PWMG
999
Prestige Wealth Management Group
New Jersey
$104K – – –
AWM
1000
Accel Wealth Management
Iowa
$103K – – –
38 39
40
41 42