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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1251
Finer Wealth Management
Massachusetts
$369K -$16.3K -600 -4%
NC
1252
NovaPoint Capital
Georgia
$367K +$43.7K +1,605 +14%
HWP
1253
Heritage Wealth Partners
Ohio
$365K +$6.87K +252 +2%
SWM
1254
Shakespeare Wealth Management
Wisconsin
$364K – – –
FTA
1255
Financial & Tax Architects
Missouri
$364K +$352K +12,903 New
AA
1256
AlphaMark Advisors
Kentucky
$362K -$17.4K -639 -5%
JBA
1257
Johnson Bixby & Associates
Washington
$359K +$24K +882 +7%
CCFCSB
1258
Cape Cod Five Cents Savings Bank
Massachusetts
$358K -$7.36K -270 -2%
OWP
1259
Obermeyer Wealth Partners
Colorado
$357K – – –
HKIMG
1260
Hutchens & Kramer Investment Management Group
Indiana
$356K +$60.6K +2,226 +21%
HCMT
1261
Highland Capital Management (Tennessee)
Tennessee
$356K +$344K +12,618 New
PPH
1262
Pure Portfolios Holdings
Oregon
$355K +$343K +12,585 New
SSW
1263
Stone Summit Wealth
Florida
$354K – – –
FWCM
1264
Ferguson Wellman Capital Management
Oregon
$354K -$490 -18 -0.1%
JC
1265
JB Capital
Connecticut
$353K +$26.5K +972 +8%
RWB
1266
RMR Wealth Builders
New Jersey
$353K +$19K +696 +6%
SLT
1267
St Louis Trust
Missouri
$351K – – –
SFM
1268
Signet Financial Management
New Jersey
$350K -$43.4K -1,593 -11%
WTC
1269
WhitTier Trust Company
Nevada
$350K +$11.9K +435 +4%
MW
1270
MBL Wealth
North Carolina
$347K -$31.6K -1,161 -9%
UWPG
1271
Ullmann Wealth Partners Group
Florida
$346K +$335K +12,294 New
HPC
1272
HM Payson & Co
Maine
$344K -$52.9K -1,941 -14%
MC
1273
Montag & Caldwell
Georgia
$344K -$4.09K -150 -1%
RZH
1274
Relyea Zuckerberg Hanson
Connecticut
$343K -$123K -4,530 -27%
AAS
1275
Annex Advisory Services
Wisconsin
$342K -$198K -7,254 -37%
49 50
51
52 53