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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
1176
Atlas Financial Advisors
California
$461K +$88.3K +3,240 +25%
WHG
1177
Westwood Holdings Group
Texas
$455K – – –
CWM
1178
Concentric Wealth Management
California
$451K +$186K +6,810 +74%
ALWM
1179
Andrews Lucia Wealth Management
California
$450K – – –
NFC
1180
Northeast Financial Consultants
Connecticut
$449K +$435K +15,951 New
SWMG
1181
Sanchez Wealth Management Group
Florida
$446K – – –
CT
1182
Colonial Trust
South Carolina
$442K +$429K +15,750 New
SWM
1183
SK Wealth Management
Rhode Island
$441K +$1.31M +48,216 New
TFGT
1184
TS Financial Group (TSFG)
Illinois
$441K +$5.15K +189 +1%
1SB
1185
1ST Source Bank
Indiana
$440K – – –
CFS
1186
Cannon Financial Strategists
Georgia
$440K – – –
WTA
1187
Washington Trust Advisors
Massachusetts
$439K +$210K +7,698 +98%
ESB
1188
Essex Savings Bank
Connecticut
$438K – – –
NP
1189
NorthRock Partners
Minnesota
$438K -$54.8K -2,013 -8%
SWM
1190
Stockman Wealth Management
Montana
$435K -$50.8K -1,866 -11%
AIM
1191
Aspen Investment Management
Michigan
$431K -$19.7K -723 -5%
DSC
1192
Duncker Streett & Co
Missouri
$431K +$245 +9 +0.1%
LFA
1193
Legacy Financial Advisors
Kentucky
$430K – – –
FFO
1194
Fiduciary Family Office
Florida
$429K +$5.72K +210 +1%
CTWM
1195
Cherry Tree Wealth Management
Minnesota
$427K – – –
SP
1196
Successful Portfolios
Florida
$427K -$5.8K -213 -1%
AIMC
1197
Alley Investment Management Company
Illinois
$427K -$899 -33 -0.2%
HR
1198
Howe & Rusling
New York
$427K -$41K -1,506 -9%
TF
1199
Tenon Financial
New Jersey
$426K +$327 +12 +0.1%
HWM
1200
Heirloom Wealth Management
Colorado
$425K +$2.21K +81 +0.5%
46 47
48
49 50