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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1076
Heritage Wealth Advisors
Virginia
$319K +$10.8K +450 +4%
FWM
1077
Finer Wealth Management
Massachusetts
$315K -$27.5K -1,149 -8%
ICG
1078
InterOcean Capital Group
Tennessee
$314K +$310K +12,981 New
FWM
1079
Fortress Wealth Management
California
$313K -$1.68M -70,332 -84%
EWM
1080
Evercore Wealth Management
New York
$312K +$308K +12,891 New
WP
1081
Westmount Partners
California
$312K -$14.8K -621 -5%
AAG
1082
Armstrong Advisory Group
Massachusetts
$309K +$358 +15 +0.1%
M1FG
1083
Mach-1 Financial Group
Arkansas
$309K +$132K +5,529 +76%
CIAS
1084
CFS Investment Advisory Services
New Jersey
$308K +$304K +12,714 New
CAM
1085
Covenant Asset Management
New Jersey
$307K +$19.6K +819 +7%
ODG
1086
O'Dell Group
Ohio
$307K -$151K -6,333 -33%
BCM
1087
Bayesian Capital Management
New York
$305K +$301K +12,591 New
CAM
1088
Costello Asset Management
Pennsylvania
$304K +$186K +7,797 +163%
PS
1089
Planned Solutions
California
$303K +$13.8K +576 +5%
RWA
1090
River Wealth Advisors
Pennsylvania
$302K +$40.8K +1,707 +16%
VCM
1091
Virtue Capital Management
Tennessee
$302K +$79.6K +3,330 +36%
ONSWM
1092
Old North State Wealth Management
North Carolina
$302K +$2.79K +117 +0.9%
ACA
1093
Aptus Capital Advisors
Alabama
$301K +$118K +4,947 +66%
GP
1094
Girard Partners
Pennsylvania
$300K +$296K +12,405 New
AIC
1095
Argus Investors Counsel
New York
$300K – – –
SLT
1096
St Louis Trust
Missouri
$299K – – –
BCP
1097
Blue Chip Partners
Michigan
$297K +$293K +12,279 New
STA
1098
Summit Trail Advisors
New York
$296K -$102K -4,254 -26%
NHC
1099
Nicholas Hoffman & Company
Georgia
$296K +$11K +459 +4%
CW
1100
Connectus Wealth
Ohio
$294K -$55.5K -2,322 -16%
42 43
44
45 46