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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1176
Novare Capital Management
North Carolina
$243K -$36.7K -1,494 -13%
RWA
1177
River Wealth Advisors
Pennsylvania
$243K -$53.9K -2,196 -18%
DC
1178
Darrow Company
Massachusetts
$242K – – –
HAC
1179
Harbor Advisory Corp
New Hampshire
$241K – – –
EWM
1180
Executive Wealth Management
Michigan
$241K -$186K -7,572 -43%
MWM
1181
Mission Wealth Management
California
$240K -$243K -9,888 -49%
KFA
1182
Kelleher Financial Advisors
New York
$239K – – –
DIP
1183
DT Investment Partners
Pennsylvania
$237K +$74 +3 +0%
WA
1184
Waterford Advisors
New York
$236K – – –
SM
1185
Sensible Money
Arizona
$234K – – –
SNBOSCI
1186
Security National Bank of Sioux City Iowa
Iowa
$233K +$368 +15 +0.2%
SIC
1187
Samalin Investment Counsel
New York
$232K +$38.3K +1,560 +19%
GAG
1188
GM Advisory Group
New York
$231K +$241K +9,801 New
TCM
1189
TD Capital Management
Tennessee
$229K +$69.3K +2,826 +41%
MWP
1190
Madison Wealth Partners
Wisconsin
$228K -$131K -5,322 -35%
PCS
1191
Personal CFO Solutions
New Jersey
$227K +$237K +9,639 New
CC
1192
Cadinha & Co
Hawaii
$226K – – –
CAM
1193
Carret Asset Management
New York
$226K +$235K +9,585 New
RCA
1194
Resonant Capital Advisors
Wisconsin
$225K +$22.1K +900 +10%
QCM
1195
Quantinno Capital Management
New York
$225K – – –
EW
1196
Element Wealth
Mississippi
$224K +$60.4K +2,460 +35%
KA
1197
Klingman & Associates
New York
$223K – – –
PWM
1198
Pacific Wealth Management
California
$223K +$13.5K +549 +6%
SFP
1199
Strategic Financial Partners
Oregon
$223K +$2.06K +84 +0.9%
CD
1200
Chapin Davis
Maryland
$223K +$232K +9,438 New
46 47
48
49 50