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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
1001
DFPG Investments
Utah
$351K +$114K +4,605 +51%
AIM
1002
Acropolis Investment Management
Missouri
$351K – – –
AFG
1003
Alterity Financial Group
Maine
$350K +$32.8K +1,329 +11%
FWCM
1004
Ferguson Wellman Capital Management
Oregon
$350K +$3.33K +135 +1%
RBCM
1005
Raub Brock Capital Management
California
$349K +$342K +13,857 New
GHA
1006
GW Henssler & Associates
Georgia
$348K +$8.66K +351 +3%
AAG
1007
Armstrong Advisory Group
Massachusetts
$347K +$340K +13,773 New
CW
1008
Connectus Wealth
Ohio
$345K +$77.9K +3,156 +30%
KCFA
1009
Key Client Fiduciary Advisors
New Jersey
$342K -$64K -2,592 -16%
WCA
1010
Waypoint Capital Advisors
Minnesota
$334K +$328K +13,284 New
EWMCB
1011
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$333K +$327K +13,245 New
AFG
1012
Arkansas Financial Group
Arkansas
$332K +$326K +13,203 New
CA
1013
Carson Advisory
Georgia
$332K +$30.4K +1,230 +10%
WP
1014
Westmount Partners
California
$330K +$324K +13,119 New
FNBT
1015
FineMark National Bank & Trust
Florida
$329K +$323K +13,083 New
DP
1016
DDD Partners
Washington
$325K -$961K -38,919 -75%
HWA
1017
Heritage Wealth Advisors
Virginia
$321K – – –
FLPIM
1018
F.L. Putnam Investment Management
Massachusetts
$321K -$20.7K -840 -6%
ONSWM
1019
Old North State Wealth Management
North Carolina
$320K -$19.3K -783 -6%
MWM
1020
Merriman Wealth Management
Washington
$319K +$313K +12,672 New
FFM
1021
Forum Financial Management
Illinois
$318K +$33.4K +1,353 +12%
SNBOSD
1022
Security National Bank of So Dak
Iowa
$315K – – –
EI
1023
Ellevest Inc
New York
$315K +$30.5K +1,236 +11%
ME
1024
McIlrath & Eck
Washington
$314K – – –
SLT
1025
St Louis Trust
Missouri
$314K +$308K +12,465 New
39 40
41
42 43