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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
1051
Omega Financial Group
California
$364K -$26.3K -1,071 -6%
KCM
1052
Kathmere Capital Management
Pennsylvania
$364K -$442K -18,000 -54%
VV
1053
Verity & Verity
South Carolina
$363K +$51.3K +2,091 +16%
HIC
1054
Holderness Investments Company
North Carolina
$361K +$2.65K +108 +0.7%
RWB
1055
RMR Wealth Builders
New Jersey
$359K -$12.5K -510 -3%
BFP
1056
Beacon Financial Planning
Massachusetts
$358K +$145K +5,895 +64%
TDC
1057
Thompson Davis & Co
Virginia
$356K +$44K +1,794 +14%
BKA
1058
Brick & Kyle Associates
Pennsylvania
$355K -$16K -654 -4%
BB
1059
Bell Bank
North Dakota
$354K – – –
HW
1060
Hancock Whitney
Mississippi
$354K +$368K +15,000 New
HPC
1061
HM Payson & Co
Maine
$346K -$7.36K -300 -2%
CWM
1062
Castle Wealth Management
Florida
$346K – – –
PWM
1063
Prosperity Wealth Management
California
$343K -$668K -27,237 -65%
LNWWM
1064
Laird Norton Wetherby Wealth Management
California
$341K -$3.53K -144 -1%
AFG
1065
Alterity Financial Group
Maine
$340K -$11.2K -456 -3%
KFS
1066
Kelly Financial Services
Massachusetts
$339K -$957 -39 -0.3%
CCA
1067
Column Capital Advisors
Indiana
$339K +$292K +11,889 +480%
IWP
1068
Insight Wealth Partners
Texas
$338K – – –
WFA
1069
West Financial Advisors
Iowa
$337K – – –
LIG
1070
Lokken Investment Group
Delaware
$337K -$4.34K -177 -1%
FWM
1071
Finer Wealth Management
Massachusetts
$335K +$29.2K +1,188 +9%
GAM
1072
Grandview Asset Management
Pennsylvania
$335K +$348K +14,190 New
GL
1073
Graypoint LLC
New York
$334K +$2.94K +120 +0.9%
BI
1074
Ballast Inc
Kentucky
$333K – – –
PCP
1075
Proficio Capital Partners
Massachusetts
$332K +$346K +14,088 New
41 42
43
44 45