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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
FM
1201
Foster & Motley
Ohio
$372K -$21.5K -831 -6%
RWM
1202
RKL Wealth Management
Pennsylvania
$371K -$28.7K -1,110 -7%
DSCM
1203
Del-Sette Capital Management
New York
$368K -$132K -5,091 -27%
CWG
1204
Cornerstone Wealth Group
North Carolina
$366K +$352K +13,629 New
AIC
1205
Argus Investors Counsel
New York
$362K +$1.55K +60 +0.4%
SP
1206
Successful Portfolios
Florida
$361K +$31.2K +1,209 +10%
BB
1207
Busey Bank
Illinois
$360K +$142K +5,496 +70%
OFS
1208
Oldfather Financial Services
Nebraska
$359K +$345K +13,353 New
CAL
1209
Capital Advisors Ltd
Ohio
$358K +$465 +18 +0.1%
CAG
1210
Compass Advisory Group
New York
$357K -$192K -7,422 -36%
SNBOSD
1211
Security National Bank of So Dak
Iowa
$357K – – –
TCM
1212
TD Capital Management
Tennessee
$357K +$29.8K +1,152 +10%
HA
1213
Herold Advisors
New York
$356K +$83.9K +3,246 +32%
BKA
1214
Brick & Kyle Associates
Pennsylvania
$352K -$39.9K -1,545 -10%
ZIM
1215
Zacks Investment Management
Illinois
$351K -$255K -9,870 -43%
FWM
1216
Finer Wealth Management
Massachusetts
$350K -$29.8K -1,155 -8%
WP
1217
WMS Partners
Maryland
$349K +$543 +21 +0.2%
CCFCSB
1218
Cape Cod Five Cents Savings Bank
Massachusetts
$349K – – –
ONSWM
1219
Old North State Wealth Management
North Carolina
$348K +$6.59K +255 +2%
ODG
1220
O'Dell Group
Ohio
$347K +$2.33K +90 +0.7%
AFA
1221
Atlas Financial Advisors
California
$345K +$41.3K +1,599 +14%
LSIA
1222
LaSalle St. Investment Advisors
Illinois
$344K -$66K -2,556 -17%
RWA
1223
River Wealth Advisors
Pennsylvania
$344K +$80.2K +3,105 +32%
ME
1224
McIlrath & Eck
Washington
$342K -$123K -4,743 -27%
SSW
1225
Stone Summit Wealth
Florida
$342K +$17.4K +672 +6%
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49
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