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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1351
Ritholtz Wealth Management
New York
$565K +$277K +9,120 +98%
DF
1352
Downshift Financial
Colorado
$565K +$89.6K +2,955 +20%
SIAP
1353
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$562K +$30 +1 +0%
TFGT
1354
TS Financial Group (TSFG)
Illinois
$562K +$26.9K +886 +5%
WMP
1355
Wealth Management Partners
Arizona
$562K +$224K +7,400 +68%
MCP
1356
Mirador Capital Partners
California
$560K -$139K -4,571 -20%
LFA
1357
Legacy Financial Advisors
Kentucky
$558K +$106K +3,501 +24%
OFG
1358
Omega Financial Group
California
$557K +$4.25K +140 +0.8%
FMI
1359
Financial Management Inc
Arkansas
$551K -$739K -24,362 -58%
FSBI
1360
Fearless Solutions (Best Invest)
Texas
$548K -$28.8K -949 -5%
SWMG
1361
Signature Wealth Management Group
Georgia
$548K +$542K +17,851 New
M1FG
1362
Mach-1 Financial Group
Arkansas
$544K -$222K -7,315 -29%
SW
1363
SkyOak Wealth
Michigan
$544K +$174K +5,752 +48%
SIC
1364
Sigma Investment Counselors
Michigan
$543K -$49.7K -1,637 -8%
SLA
1365
Silver Lake Advisory
Utah
$543K +$3.7K +122 +0.7%
HP
1366
Holistic Planning
Texas
$541K +$52.4K +1,726 +11%
CCP
1367
Clarkston Capital Partners
Michigan
$540K +$61 +2 +0%
PS
1368
Planned Solutions
California
$539K -$303 -10 -0.1%
RMC
1369
Ring Mountain Capital
California
$538K -$16.1K -532 -3%
BCM
1370
Basso Capital Management
Connecticut
$538K – – –
NEWAS
1371
N.E.W. Advisory Services
Wisconsin
$538K +$65K +2,144 +14%
SWP
1372
Stone Wealth Partners
Louisiana
$537K +$531K +17,505 New
CMI
1373
Clare Market Investments
Texas
$537K +$531K +17,500 New
ACM
1374
Andina Capital Management
Utah
$536K -$1.18K -39 -0.2%
AWM
1375
Angeles Wealth Management
California
$536K – – –
53 54
55
56 57