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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1051
Permit Capital Advisors
Pennsylvania
$119K +$117K +4,455 New
WPA
1052
West Paces Advisors
Georgia
$118K – – –
TWA
1053
TCI Wealth Advisors
Arizona
$108K +$7.23K +276 +7%
CAM
1054
Costello Asset Management
Pennsylvania
$106K -$38.4K -1,467 -27%
ACA
1055
Aptus Capital Advisors
Alabama
$105K +$8.64K +330 +9%
EWM
1056
Evermay Wealth Management
Virginia
$103K – – –
PWMG
1057
Prestige Wealth Management Group
New Jersey
$101K – – –
HPC
1058
HM Payson & Co
Maine
$98K -$264K -10,077 -73%
BA
1059
Ballast Advisors
Minnesota
$94K – – –
PMFA
1060
Plante Moran Financial Advisors
Michigan
$91K -$11.9K -456 -12%
HA
1061
Herold Advisors
New York
$90.7K +$90.3K +3,450 New
SQA
1062
Simon Quick Advisors
New Jersey
$90K – – –
HR
1063
Howe & Rusling
New York
$85K -$82K -3,132 -49%
AFS
1064
Annapolis Financial Services
Maryland
$83K -$137K -5,229 -62%
TF
1065
Tompkins Financial
New York
$83K +$82.5K +3,150 New
FF
1066
FourThought Financial
Florida
$79K – – –
HFS
1067
Hantz Financial Services
Michigan
$79K – – –
PP
1068
Pacifica Partners
Canada
$79K +$80.3K +3,066 New
SIC
1069
SJS Investment Consulting
Ohio
$76K – – –
MA
1070
Montag & Associates
Georgia
$75K – – –
TIM
1071
Tortoise Investment Management
New York
$75K – – –
TSWM
1072
Tyler-Stone Wealth Management
Ohio
$74K +$471 +18 +0.6%
AWM
1073
Abound Wealth Management
Tennessee
$73.5K -$628 -24 -0.9%
OA
1074
Operose Advisors
Wisconsin
$70K – – –
DWP
1075
Destiny Wealth Partners
Florida
$69K -$358K -13,671 -84%
41 42
43
44 45