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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1476
River Wealth Advisors
Pennsylvania
$276K – – –
RBCM
1477
Raub Brock Capital Management
California
$276K +$2.65K +97 +1%
SIC
1478
Samalin Investment Counsel
New York
$276K -$2.51K -92 -0.9%
SL
1479
Summitry LLC
California
$276K +$276K +10,099 New
BP
1480
Ballentine Partners
Massachusetts
$275K +$275K +10,083 New
FSWA
1481
Financial Synergies Wealth Advisors
Texas
$275K +$2.29K +84 +0.8%
WWM
1482
Wolff Wiese Magana
California
$274K +$5.07K +186 +2%
CG
1483
Clifford Group
Massachusetts
$273K +$31.1K +1,139 +13%
GWS
1484
Glassman Wealth Services
Virginia
$273K +$66.8K +2,449 +32%
VC
1485
Vicus Capital
Pennsylvania
$273K +$273K +9,990 New
WA
1486
Waterford Advisors
New York
$273K -$70.7K -2,593 -21%
WDC
1487
Woodward Diversified Capital
California
$272K -$25.5K -936 -9%
HT
1488
Heritage Trust
Oklahoma
$271K – – –
FC
1489
Fjell Capital
North Dakota
$270K -$1.46M -53,588 -84%
AAS
1490
Annex Advisory Services
Wisconsin
$269K +$24K +879 +10%
MIM
1491
Marco Investment Management
Georgia
$269K +$13.2K +482 +5%
FWM
1492
Finer Wealth Management
Massachusetts
$269K -$27.1K -993 -9%
PCFFS
1493
Pacific Center for Financial Services
California
$268K +$2.56K +94 +1%
RWRC
1494
R.W. Roge & Company
New York
$268K – – –
CP
1495
Clarendon Private
Massachusetts
$268K +$1.96K +72 +0.7%
MAG
1496
Members Advisory Group
New York
$264K -$69.2K -2,536 -21%
FFC
1497
Frederick Financial Consultants
Maryland
$264K -$115K -4,219 -30%
JBA
1498
Johnson Bixby & Associates
Washington
$263K -$25.9K -950 -9%
DIM
1499
Delta Investment Management
California
$263K -$737 -27 -0.3%
KA
1500
Klingman & Associates
New York
$262K -$66.5K -2,436 -20%
58 59
60
61 62