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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1251
Avion Wealth
Texas
$29K – – –
AIP
1252
Ameritas Investment Partners
Nebraska
$28.3K – – –
TSW
1253
Thompson Siegel & Walmsley
Virginia
$28K +$222 +9 +0.8%
BCM
1254
Bourgeon Capital Management
Connecticut
$26.8K +$12.6K +510 +92%
MWM
1255
MinichMacGregor Wealth Management
New York
$26.6K +$26.1K +1,056 New
WTA
1256
Washington Trust Advisors
Massachusetts
$26.1K – – –
MA
1257
MCF Advisors
Kentucky
$25.3K +$22K +891 +762%
NECFA
1258
New England Capital Financial Advisors
Connecticut
$25.3K +$24.7K +999 New
PGAM
1259
Princeton Global Asset Management
New Jersey
$25K +$5.04K +204 +26%
MG
1260
MilWealth Group
Wisconsin
$24.9K – – –
RDFA
1261
Ritter Daniher Financial Advisory
Ohio
$24.6K -$9.33K -378 -28%
BAM
1262
Byrne Asset Management
New Jersey
$23.8K +$23.3K +945 New
R
1263
Rebalance
California
$23.1K +$22.7K +918 New
OC
1264
Oakworth Capital
Alabama
$22.6K – – –
WT
1265
Washington Trust
Rhode Island
$22.3K – – –
EL
1266
EMFO LLC
Florida
$22.1K +$222 +9 +1%
FP
1267
Financial Perspectives
Minnesota
$21.3K +$889 +36 +4%
OIA
1268
Optimum Investment Advisors
Illinois
$21.1K +$148 +6 +0.7%
SMA
1269
Sage Mountain Advisors
Georgia
$20.4K +$20K +810 New
QC
1270
Quent Capital
New York
$20K +$222 +9 +1%
ASBI
1271
American State Bank (Iowa)
Iowa
$18.7K +$2.59K +105 +16%
PA
1272
PSI Advisors
Florida
$17.8K +$74 +3 +0.4%
JGIA
1273
Jackson Grant Investment Advisers
Connecticut
$17.3K +$222 +9 +1%
FCAG
1274
First Capital Advisors Group
New Jersey
$17.2K +$15.7K +636 +1,413%
PFM
1275
Phillips Financial Management
Indiana
$15.5K – – –
49 50
51
52 53