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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
JPWM
1376
Jamison Private Wealth Management
Georgia
$128K -$3.36K -141 -3%
FPFS
1377
First Personal Financial Services
North Carolina
$128K – – –
CIR
1378
Clear Investment Research
Georgia
$127K -$5.86K -246 -5%
RBC
1379
Roble Belko & Company
Pennsylvania
$125K +$18.7K +786 +19%
GKIM
1380
GW&K Investment Management
Massachusetts
$124K +$116K +4,875 New
SIM
1381
Studio Investment Management
Illinois
$123K +$11.8K +495 +11%
UIA
1382
Ulland Investment Advisors
Minnesota
$121K -$167K -7,005 -59%
HCM
1383
Highlander Capital Management
New Jersey
$121K +$113K +4,755 New
CPG
1384
Custom Portfolio Group
Colorado
$120K +$169K +7,110 New
FFA
1385
Fairfield Financial Advisors
Massachusetts
$119K +$357 +15 +0.3%
VL
1386
Vima LLC
Michigan
$119K +$112K +4,686 New
IWA
1387
Icon Wealth Advisors
Texas
$118K +$111K +4,647 New
CFFP
1388
Center for Financial Planning
Michigan
$114K +$214 +9 +0.2%
SIS
1389
Sound Income Strategies
Florida
$113K -$21.7K -912 -17%
RTL
1390
Red Tortoise LLC
Georgia
$110K +$786 +33 +0.8%
GI
1391
GAMMA Investing
California
$107K +$101K +4,230 New
CW
1392
Cooksen Wealth
Texas
$102K +$95.9K +4,026 New
MA
1393
MCF Advisors
Kentucky
$96.6K +$5.08K +213 +6%
TVAMP
1394
Tennessee Valley Asset Management Partners
Tennessee
$95K +$89.2K +3,744 New
PWMG
1395
Prestige Wealth Management Group
New Jersey
$94.7K – – –
PIP
1396
Peachtree Investment Partners
Florida
$93K +$69.8K +2,931 +400%
HT
1397
Headlands Technologies
Illinois
$92.3K -$96.4K -4,047 -53%
HDIM
1398
Hanson & Doremus Investment Management
Vermont
$92K – – –
CG
1399
Cutler Group
California
$91K -$1.76M -73,695 -95%
BA
1400
Ballast Advisors
Minnesota
$90.4K – – –
54 55
56
57 58