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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
ERIC
1476
Eagle Rock Investment Company
Georgia
$283K +$1.19K +42 +0.4%
HIA
1477
Harbor Investment Advisory
Maryland
$282K +$5.06K +178 +2%
MW
1478
Maia Wealth
Colorado
$282K +$281K +9,895 New
OCM
1479
Objective Capital Management
Ohio
$281K +$597 +21 +0.2%
HAC
1480
Harbor Advisory Corp
New Hampshire
$279K – – –
CBT
1481
Crews Bank & Trust
Florida
$279K +$290K +10,213 New
HPC
1482
HM Payson & Co
Maine
$279K -$56.8K -1,997 -16%
FWP
1483
Firethorn Wealth Partners
Georgia
$279K +$85 +3 +0%
FFG
1484
Frisch Financial Group
New York
$277K -$11.7K -410 -4%
HAM
1485
Harmony Asset Management
Arizona
$277K -$10.1K -354 -3%
SAM
1486
Strategy Asset Managers
California
$276K -$47.4K -1,668 -14%
CB
1487
Centennial Bank
Arkansas
$275K +$34.5K +1,214 +14%
GWMR
1488
GC Wealth Management RIA
Massachusetts
$274K – – –
PCM
1489
Payne Capital Management
New York
$274K +$285K +10,011 New
SIC
1490
Samalin Investment Counsel
New York
$273K +$2.53K +89 +0.9%
WC
1491
Wynn Capital
Georgia
$273K -$50.3K -1,770 -15%
MCWA
1492
Meadow Creek Wealth Advisors
Georgia
$273K – – –
WA
1493
Waterford Advisors
New York
$273K – – –
NA
1494
Nautilus Advisors
California
$271K +$283K +9,938 New
SIC
1495
Sage Investment Counsel
Tennessee
$271K +$282K +9,912 New
SFP
1496
Strategic Financial Partners
Oregon
$270K +$2.64K +93 +0.9%
CC
1497
Callan Capital
California
$270K -$28 -1 -0%
FFA
1498
Fi3 Financial Advisors
Indiana
$270K – – –
RWRC
1499
R.W. Roge & Company
New York
$269K – – –
RBCM
1500
Raub Brock Capital Management
California
$269K +$2.56K +90 +0.9%
58 59
60
61 62