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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1251
Studio Investment Management
Illinois
$98.4K +$13.3K +558 +16%
RBC
1252
Roble Belko & Company
Pennsylvania
$98K -$8.6K -360 -8%
BA
1253
Ballast Advisors
Minnesota
$97.5K – – –
EWM
1254
Evermay Wealth Management
Virginia
$94.7K – – –
PWMG
1255
Prestige Wealth Management Group
New Jersey
$93.3K -$8.39K -351 -8%
AFS
1256
Annapolis Financial Services
Maryland
$89K +$8.6K +360 +11%
HDIM
1257
Hanson & Doremus Investment Management
Vermont
$87K – – –
FSWA
1258
Financial Synergies Wealth Advisors
Texas
$86.9K +$143 +6 +0.2%
TF
1259
Tompkins Financial
New York
$83.5K +$7.17K +300 +10%
BL
1260
Balentine LLC
Georgia
$83.4K +$82.3K +3,444 New
AWM
1261
Abound Wealth Management
Tennessee
$83.3K +$430 +18 +0.5%
AT
1262
Avalon Trust
New Mexico
$82.8K – – –
CBT
1263
CoreFirst Bank & Trust
Kansas
$75.5K +$74.5K +3,120 New
GWANC
1264
Guardian Wealth Advisors (North Carolina)
North Carolina
$75.2K +$14.8K +621 +25%
EWP
1265
Elevation Wealth Partners
California
$75.2K +$717 +30 +1%
PG
1266
Prostatis Group
Maryland
$75.2K +$4.71M +197,337 New
FWM
1267
Focused Wealth Management
New York
$75K -$72 -3 -0.1%
HFS
1268
Hantz Financial Services
Michigan
$73K – – –
SN
1269
Sittner & Nelson
Oregon
$72.6K -$71.7K -3,000 -50%
TFP
1270
Tilia Fiduciary Partners
North Carolina
$72.6K +$28.8K +1,206 +67%
MA
1271
Montag & Associates
Georgia
$70.7K -$68.1K -2,850 -49%
TIM
1272
Tortoise Investment Management
New York
$69.6K – – –
LWANC
1273
Laurel Wealth Advisors (North Carolina)
North Carolina
$65.4K – – –
OA
1274
Operose Advisors
Wisconsin
$64.6K – – –
JWA
1275
JFS Wealth Advisors
Pennsylvania
$62.7K +$13.1K +549 +27%
49 50
51
52 53