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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1426
Evermay Wealth Management
Virginia
$153K +$2.63K +102 +2%
TCG
1427
Transcendent Capital Group
Oklahoma
$153K +$15.9K +615 +12%
RBC
1428
Roble Belko & Company
Pennsylvania
$151K +$17.6K +681 +14%
SIC
1429
SJS Investment Consulting
Ohio
$150K -$247K -9,573 -63%
BAM
1430
Byrne Asset Management
New Jersey
$147K -$142K -5,481 Closed
FPFS
1431
First Personal Financial Services
North Carolina
$135K – – –
CIR
1432
Clear Investment Research
Georgia
$135K +$155 +6 +0.1%
AWM
1433
Activest Wealth Management
Florida
$131K +$126K +4,890 New
HCM
1434
Highlander Capital Management
New Jersey
$128K – – –
JPWM
1435
Jamison Private Wealth Management
Georgia
$127K -$8.53K -330 -7%
CPG
1436
Custom Portfolio Group
Colorado
$127K – – –
CSC
1437
Caldwell Sutter Capital
California
$126K +$79.1K +3,060 +189%
IWA
1438
Icon Wealth Advisors
Texas
$125K – – –
NFSG
1439
Newbridge Financial Services Group
Florida
$122K -$47.4K -1,836 -29%
PCM
1440
Palouse Capital Management
Washington
$120K +$116K +4,476 New
TF
1441
Tompkins Financial
New York
$119K +$43.6K +1,686 +61%
RTL
1442
Red Tortoise LLC
Georgia
$116K +$78 +3 +0.1%
GI
1443
GAMMA Investing
California
$114K – – –
MJRIC
1444
Mogy Joel R Investment Counsel
California
$112K +$107K +4,155 New
MPWT
1445
MassMutual Private Wealth & Trust
Connecticut
$111K -$5.1M -197,247 -98%
VL
1446
Vima LLC
Michigan
$111K -$3.1K -120 -3%
LI
1447
LRI Investments
Florida
$110K +$106K +4,095 New
PWMG
1448
Prestige Wealth Management Group
New Jersey
$100K – – –
PIP
1449
Peachtree Investment Partners
Florida
$99.2K +$698 +27 +0.7%
HDIM
1450
Hanson & Doremus Investment Management
Vermont
$97K – – –
56 57
58
59 60