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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1451
Parsons Capital Management
Rhode Island
$459K +$454K +14,950 New
SIC
1452
Sage Investment Counsel
Tennessee
$459K +$79.6K +2,623 +21%
TF
1453
Tenon Financial
New Jersey
$457K – – –
DP
1454
DDD Partners
Washington
$454K -$395K -13,032 -47%
GA
1455
Greenspring Advisors
Maryland
$453K +$448K +14,758 New
LEFP
1456
Leading Edge Financial Planning
Tennessee
$451K -$1.4K -46 -0.3%
AIMC
1457
Alley Investment Management Company
Illinois
$450K -$1.33K -44 -0.3%
SLC
1458
Second Line Capital
Louisiana
$449K +$5.95K +196 +1%
RA
1459
Range Advisory
Virginia
$448K -$81.6K -2,689 -16%
MWA
1460
Midland Wealth Advisors
Illinois
$446K +$73.6K +2,427 +20%
SB
1461
Sunflower Bank
Texas
$445K – – –
SAM
1462
Secure Asset Management
Michigan
$445K -$42.9K -1,415 -9%
SWM
1463
Stockman Wealth Management
Montana
$444K +$18.9K +623 +4%
DLCIG
1464
D.L. Carlson Investment Group
New Hampshire
$444K +$92.1K +3,035 +27%
FFA
1465
First Foundation Advisors
California
$444K -$80.1K -2,640 -15%
FFA
1466
Fairfield Financial Advisors
Massachusetts
$443K -$80.3K -2,647 -15%
HIA
1467
Harbor Investment Advisory
Maryland
$443K – – –
BI
1468
Ballast Inc
Kentucky
$442K – – –
KFGK
1469
Keystone Financial Group (Kentucky)
Kentucky
$442K +$54.5K +1,798 +14%
KCPG
1470
Kavar Capital Partners Group
Kansas
$441K +$437K +14,390 New
KIM
1471
Kane Investment Management
California
$441K +$41.6K +1,372 +11%
APW
1472
Axim Planning & Wealth
Ohio
$441K +$436K +14,379 New
FAG
1473
Fortitude Advisory Group
Washington
$440K +$435K +14,349 New
SWA
1474
Sax Wealth Advisors
New Jersey
$440K – – –
AIM
1475
Acropolis Investment Management
Missouri
$440K – – –
57 58
59
60 61