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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
976
Cascade Financial Partners
California
$784K +$791K +30,618 New
CPA
977
Clear Point Advisors
New York
$784K +$7.67K +297 +1%
CWM
978
Connecticut Wealth Management
Connecticut
$780K – – –
VV
979
Verity & Verity
South Carolina
$778K +$302K +11,688 +68%
VFA
980
Valeo Financial Advisors
Indiana
$777K +$63.6K +2,460 +9%
LBC
981
Lowe Brockenbrough & Co
Virginia
$777K -$5.81K -225 -0.8%
FCM
982
Firestone Capital Management
Florida
$775K +$67.8K +2,625 +10%
EWM
983
EPG Wealth Management
Georgia
$774K +$1.08K +42 +0.1%
BCM
984
Bluefin Capital Management
New York
$774K +$744K +28,800 New
JFGIW
985
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$771K -$335K -12,960 -31%
IWP
986
Insight Wealth Partners
Texas
$764K +$240K +9,276 +48%
SWA
987
Strategies Wealth Advisors
Michigan
$763K +$78 +3 +0%
IIC
988
Ironwood Investment Counsel
Arizona
$760K +$321K +12,429 +78%
WCM
989
Weik Capital Management
Pennsylvania
$758K -$25.2K -975 -3%
BFG
990
Bleakley Financial Group
New Jersey
$755K -$31.9K -1,233 -4%
FFC
991
First Financial Corp
Indiana
$753K +$14.3K +552 +2%
FCIM
992
Fairview Capital Investment Management
California
$751K +$142K +5,490 +24%
BW
993
Basepoint Wealth
Iowa
$751K +$722K +27,948 New
DJSG
994
D.J. St. Germain
Massachusetts
$743K -$112K -4,347 -14%
EI
995
Ellevest Inc
New York
$742K +$431K +16,671 +152%
MPCL
996
My Personal CFO LLC
Washington
$741K +$16.7K +645 +2%
PP
997
Patten & Patten
Tennessee
$739K -$133K -5,166 -16%
BAAM
998
Baker Avenue Asset Management
California
$737K +$19.8K +765 +3%
KAS
999
KPP Advisory Services
Kentucky
$736K +$707K +27,372 New
CMAI
1000
Capital Management Associates Inc
Minnesota
$733K +$52.5K +2,034 +8%
38 39
40
41 42