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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1001
Acropolis Investment Management
Missouri
$351K – – –
AFG
1002
Alterity Financial Group
Maine
$350K +$32.8K +1,329 +11%
FWCM
1003
Ferguson Wellman Capital Management
Oregon
$350K +$3.33K +135 +1%
RBCM
1004
Raub Brock Capital Management
California
$349K +$342K +13,857 New
GHA
1005
GW Henssler & Associates
Georgia
$348K +$8.66K +351 +3%
AAG
1006
Armstrong Advisory Group
Massachusetts
$347K +$340K +13,773 New
CW
1007
Connectus Wealth
Ohio
$345K +$77.9K +3,156 +30%
KCFA
1008
Key Client Fiduciary Advisors
New Jersey
$342K -$64K -2,592 -16%
WCA
1009
Waypoint Capital Advisors
Minnesota
$334K +$328K +13,284 New
EWMCB
1010
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$333K +$327K +13,245 New
AFG
1011
Arkansas Financial Group
Arkansas
$332K +$326K +13,203 New
CA
1012
Carson Advisory
Georgia
$332K +$30.4K +1,230 +10%
WP
1013
Westmount Partners
California
$330K +$324K +13,119 New
FNBT
1014
FineMark National Bank & Trust
Florida
$329K +$323K +13,083 New
DP
1015
DDD Partners
Washington
$325K -$961K -38,919 -75%
HWA
1016
Heritage Wealth Advisors
Virginia
$321K – – –
FLPIM
1017
F.L. Putnam Investment Management
Massachusetts
$321K -$20.7K -840 -6%
ONSWM
1018
Old North State Wealth Management
North Carolina
$320K -$19.3K -783 -6%
MWM
1019
Merriman Wealth Management
Washington
$319K +$313K +12,672 New
FFM
1020
Forum Financial Management
Illinois
$318K +$33.4K +1,353 +12%
SNBOSD
1021
Security National Bank of So Dak
Iowa
$315K – – –
EI
1022
Ellevest Inc
New York
$315K +$30.5K +1,236 +11%
ME
1023
McIlrath & Eck
Washington
$314K – – –
SLT
1024
St Louis Trust
Missouri
$314K +$308K +12,465 New
CWM
1025
ClientFirst Wealth Management
Arkansas
$313K -$29.6K -1,200 -9%
39 40
41
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