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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1026
Gratus Capital
Georgia
$200K -$255K -9,750 -56%
CA
1027
Centerpoint Advisors
Massachusetts
$200K +$131K +5,007 +192%
SIMG
1028
Sonora Investment Management Group
Arizona
$200K +$199K +7,617 New
AWM
1029
Aberdeen Wealth Management
Illinois
$197K – – –
RBC
1030
Roble Belko & Company
Pennsylvania
$196K +$2.91K +111 +2%
PK
1031
Pflug Koory
Nebraska
$176K +$9.82K +375 +6%
EW
1032
Element Wealth
Mississippi
$170K – – –
FCMA
1033
Foresight Capital Management Advisors
Michigan
$167K +$166K +6,357 New
WWM
1034
Wolff Wiese Magana
California
$163K -$20K -762 -11%
MRCM
1035
M&R Capital Management
New Jersey
$161K +$1.02K +39 +0.6%
SN
1036
Sittner & Nelson
Oregon
$158K – – –
FPFS
1037
First Personal Financial Services
North Carolina
$156K -$4.79K -183 -3%
DWMG
1038
DB Wealth Management Group
California
$156K – – –
TCWA
1039
Ten Capital Wealth Advisors
Washington
$152K – – –
TWP
1040
TFO Wealth Partners
Ohio
$151K +$150K +5,727 New
BWA
1041
BDO Wealth Advisors
Florida
$150K +$707 +27 +0.5%
HFS
1042
HBC Financial Services
Washington
$137K – – –
GAM
1043
Gemmer Asset Management
California
$136K +$786 +30 +0.6%
GWS
1044
Glassman Wealth Services
Virginia
$136K +$106K +4,056 +366%
CIR
1045
Clear Investment Research
Georgia
$134K +$23.1K +882 +21%
FMP
1046
Financial Management Professionals
Texas
$133K +$393 +15 +0.3%
PFGIA
1047
Patriot Financial Group Insurance Agency
Massachusetts
$130K -$164K -6,261 -56%
TFA
1048
Toth Financial Advisory
Virginia
$128K +$14.5K +552 +13%
AWM
1049
Accel Wealth Management
Iowa
$123K +$21.6K +825 +22%
GT
1050
Glenmede Trust
Pennsylvania
$120K – – –
40 41
42
43 44