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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
1051
Kathmere Capital Management
Pennsylvania
$364K -$442K -18,000 -54%
VV
1052
Verity & Verity
South Carolina
$363K +$51.3K +2,091 +16%
HIC
1053
Holderness Investments Company
North Carolina
$361K +$2.65K +108 +0.7%
RWB
1054
RMR Wealth Builders
New Jersey
$359K -$12.5K -510 -3%
BFP
1055
Beacon Financial Planning
Massachusetts
$358K +$145K +5,895 +64%
TDC
1056
Thompson Davis & Co
Virginia
$356K +$44K +1,794 +14%
BKA
1057
Brick & Kyle Associates
Pennsylvania
$355K -$16K -654 -4%
BB
1058
Bell Bank
North Dakota
$354K – – –
HW
1059
Hancock Whitney
Mississippi
$354K +$368K +15,000 New
HPC
1060
HM Payson & Co
Maine
$346K -$7.36K -300 -2%
CWM
1061
Castle Wealth Management
Florida
$346K – – –
PWM
1062
Prosperity Wealth Management
California
$343K -$668K -27,237 -65%
LNWWM
1063
Laird Norton Wetherby Wealth Management
California
$341K -$3.53K -144 -1%
AFG
1064
Alterity Financial Group
Maine
$340K -$11.2K -456 -3%
KFS
1065
Kelly Financial Services
Massachusetts
$339K -$957 -39 -0.3%
CCA
1066
Column Capital Advisors
Indiana
$339K +$292K +11,889 +480%
IWP
1067
Insight Wealth Partners
Texas
$338K – – –
WFA
1068
West Financial Advisors
Iowa
$337K – – –
LIG
1069
Lokken Investment Group
Delaware
$337K -$4.34K -177 -1%
FWM
1070
Finer Wealth Management
Massachusetts
$335K +$29.2K +1,188 +9%
GAM
1071
Grandview Asset Management
Pennsylvania
$335K +$348K +14,190 New
GL
1072
Graypoint LLC
New York
$334K +$2.94K +120 +0.9%
BI
1073
Ballast Inc
Kentucky
$333K – – –
PCP
1074
Proficio Capital Partners
Massachusetts
$332K +$346K +14,088 New
BWL
1075
Bogart Wealth LLC
Virginia
$329K -$163K -6,639 -32%
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43
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