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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
WE
1151
Wealth Effects
Massachusetts
$264K +$11.9K +486 +5%
DI
1152
DFPG Investments
Utah
$264K +$14.7K +600 +5%
LRPA
1153
L. Roy Papp & Associates
Arizona
$264K – – –
FP
1154
Financial Perspectives
Minnesota
$263K +$253K +10,305 +1,205%
WJWM
1155
Williams Jones Wealth Management
New York
$263K -$3.68K -150 -1%
DLCIG
1156
D.L. Carlson Investment Group
New Hampshire
$262K +$4.2K +171 +2%
CFS
1157
Commonwealth Financial Services
West Virginia
$262K +$273K +11,115 New
GT
1158
Glenmede Trust
Pennsylvania
$257K -$14.7K -600 -5%
STA
1159
Summit Trail Advisors
New York
$256K -$33.8K -1,377 -11%
EWA
1160
Etesian Wealth Advisors
Oregon
$255K – – –
HA
1161
HFG Advisors
Ohio
$254K – – –
KFGK
1162
Keystone Financial Group (Kentucky)
Kentucky
$254K +$515 +21 +0.2%
MF
1163
Manchester Financial
California
$253K +$15.8K +642 +6%
BPWM
1164
Badgley Phelps Wealth Managers
Washington
$252K +$262K +10,695 New
UB
1165
UMB Bank
Missouri
$251K – – –
FFA
1166
First Foundation Advisors
California
$251K -$771K -31,434 -75%
SB
1167
Simmons Bank
Arkansas
$250K +$260K +10,584 New
MWA
1168
Meridian Wealth Advisors
Texas
$249K +$2.43K +99 +0.9%
FMWA
1169
Forvis Mazars Wealth Advisors
Missouri
$249K +$259K +10,557 New
MFC
1170
Morris Financial Concepts
South Carolina
$249K – – –
GC
1171
GFG Capital
Florida
$248K +$24.8K +1,011 +11%
HFS
1172
HBC Financial Services
Washington
$246K -$277K -11,280 -52%
SFP
1173
Sandbox Financial Partners
Maryland
$246K -$11.8K -480 -4%
MWM
1174
Maripau Wealth Management
Indiana
$246K +$255K +10,410 New
NCM
1175
Novare Capital Management
North Carolina
$243K -$36.7K -1,494 -13%
45 46
47
48 49