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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
MSCM
1051
McElhenny Sheffield Capital Management
Texas
$287K +$12.6K +510 +5%
VAS
1052
Valicenti Advisory Services
New York
$287K +$30.2K +1,224 +12%
SNBOSCI
1053
Security National Bank of Sioux City Iowa
Iowa
$285K -$11.1K -450 -4%
DAM
1054
Delta Asset Management
Tennessee
$284K -$4.67K -189 -2%
LW
1055
Linscomb Wealth
Texas
$283K +$277K +11,229 New
DC
1056
Darrow Company
Massachusetts
$283K – – –
FPIS
1057
Financial Planning & Information Services
Wisconsin
$283K +$277K +11,229 New
CG
1058
Corundum Group
Colorado
$282K – – –
RRC
1059
Relaxing Retirement Coach
Massachusetts
$282K – – –
LRPA
1060
L. Roy Papp & Associates
Arizona
$281K – – –
SA
1061
Strategic Advisors
New York
$281K -$15.2K -615 -5%
SB
1062
Simmons Bank
Arkansas
$280K -$35.5K -1,440 -11%
CCB
1063
Cutter & Co Brokerage
Missouri
$280K +$19.3K +783 +8%
PA
1064
Procyon Advisors
Connecticut
$279K +$274K +11,097 New
TC
1065
Tenret Company
Florida
$279K – – –
TDC
1066
Thompson Davis & Co
Virginia
$278K +$273K +11,058 New
BBA
1067
BLB&B Advisors
Pennsylvania
$277K -$160K -6,465 -37%
HPC
1068
HM Payson & Co
Maine
$275K +$59.2K +2,397 +28%
HAC
1069
Harbor Advisory Corp
New Hampshire
$274K – – –
CAL
1070
Capital Advisors Ltd
Ohio
$272K – – –
RWA
1071
River Wealth Advisors
Pennsylvania
$272K -$33.8K -1,371 -11%
HA
1072
HFG Advisors
Ohio
$271K – – –
NFSG
1073
Newbridge Financial Services Group
Florida
$271K +$11.8K +477 +5%
MFC
1074
Morris Financial Concepts
South Carolina
$269K – – –
MW
1075
Marcum Wealth
Ohio
$269K – – –
41 42
43
44 45