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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
RTC
1251
Riverview Trust Company
Washington
$30K – – –
PFG
1252
Piershale Financial Group
Illinois
$29.3K +$28.8K +1,167 New
AW
1253
Avion Wealth
Texas
$29K – – –
AIP
1254
Ameritas Investment Partners
Nebraska
$28.3K – – –
TSW
1255
Thompson Siegel & Walmsley
Virginia
$28K +$222 +9 +0.8%
BCM
1256
Bourgeon Capital Management
Connecticut
$26.8K +$12.6K +510 +92%
MWM
1257
MinichMacGregor Wealth Management
New York
$26.6K +$26.1K +1,056 New
WTA
1258
Washington Trust Advisors
Massachusetts
$26.1K – – –
MA
1259
MCF Advisors
Kentucky
$25.3K +$22K +891 +762%
NECFA
1260
New England Capital Financial Advisors
Connecticut
$25.3K +$24.7K +999 New
PGAM
1261
Princeton Global Asset Management
New Jersey
$25K +$5.04K +204 +26%
MG
1262
MilWealth Group
Wisconsin
$24.9K – – –
RDFA
1263
Ritter Daniher Financial Advisory
Ohio
$24.6K -$9.33K -378 -28%
BAM
1264
Byrne Asset Management
New Jersey
$23.8K +$23.3K +945 New
R
1265
Rebalance
California
$23.1K +$22.7K +918 New
OC
1266
Oakworth Capital
Alabama
$22.6K – – –
WT
1267
Washington Trust
Rhode Island
$22.3K – – –
EL
1268
EMFO LLC
Florida
$22.1K +$222 +9 +1%
FP
1269
Financial Perspectives
Minnesota
$21.3K +$889 +36 +4%
OIA
1270
Optimum Investment Advisors
Illinois
$21.1K +$148 +6 +0.7%
SMA
1271
Sage Mountain Advisors
Georgia
$20.4K +$20K +810 New
QC
1272
Quent Capital
New York
$20K +$222 +9 +1%
ASBI
1273
American State Bank (Iowa)
Iowa
$18.7K +$2.59K +105 +16%
PA
1274
PSI Advisors
Florida
$17.8K +$74 +3 +0.4%
JGIA
1275
Jackson Grant Investment Advisers
Connecticut
$17.3K +$222 +9 +1%
49 50
51
52 53