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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
PK
1176
Pflug Koory
Nebraska
$461K +$446K +16,353 New
AFA
1177
Atlas Financial Advisors
California
$461K +$88.3K +3,240 +25%
WHG
1178
Westwood Holdings Group
Texas
$455K – – –
CWM
1179
Concentric Wealth Management
California
$451K +$186K +6,810 +74%
ALWM
1180
Andrews Lucia Wealth Management
California
$450K – – –
NFC
1181
Northeast Financial Consultants
Connecticut
$449K +$435K +15,951 New
SWMG
1182
Sanchez Wealth Management Group
Florida
$446K – – –
CT
1183
Colonial Trust
South Carolina
$442K +$429K +15,750 New
SWM
1184
SK Wealth Management
Rhode Island
$441K +$1.31M +48,216 New
TFGT
1185
TS Financial Group (TSFG)
Illinois
$441K +$5.15K +189 +1%
1SB
1186
1ST Source Bank
Indiana
$440K – – –
CFS
1187
Cannon Financial Strategists
Georgia
$440K – – –
WTA
1188
Washington Trust Advisors
Massachusetts
$439K +$210K +7,698 +98%
ESB
1189
Essex Savings Bank
Connecticut
$438K – – –
NP
1190
NorthRock Partners
Minnesota
$438K -$54.8K -2,013 -8%
SWM
1191
Stockman Wealth Management
Montana
$435K -$50.8K -1,866 -11%
AIM
1192
Aspen Investment Management
Michigan
$431K -$19.7K -723 -5%
DSC
1193
Duncker Streett & Co
Missouri
$431K +$245 +9 +0.1%
LFA
1194
Legacy Financial Advisors
Kentucky
$430K – – –
FFO
1195
Fiduciary Family Office
Florida
$429K +$5.72K +210 +1%
CTWM
1196
Cherry Tree Wealth Management
Minnesota
$427K – – –
SP
1197
Successful Portfolios
Florida
$427K -$5.8K -213 -1%
AIMC
1198
Alley Investment Management Company
Illinois
$427K -$899 -33 -0.2%
HR
1199
Howe & Rusling
New York
$427K -$41K -1,506 -9%
TF
1200
Tenon Financial
New Jersey
$426K +$327 +12 +0.1%
46 47
48
49 50