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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1601
Ritholtz Wealth Management
New York
$212K +$212K +7,755 New
RBC
1602
Roble Belko & Company
Pennsylvania
$211K +$1.5K +55 +0.7%
MWA
1603
Martel Wealth Advisors
Washington
$211K +$955 +35 +0.5%
TFA
1604
Toth Financial Advisory
Virginia
$210K -$8.13K -298 -4%
DOA
1605
D'Orazio & Associates
Virginia
$210K -$66.3K -2,432 -24%
UIA
1606
Ulland Investment Advisors
Minnesota
$209K +$2.02K +74 +1%
BCG
1607
Bravias Capital Group
New Jersey
$209K +$208K +7,639 New
SFG
1608
Synergy Financial Group
California
$208K – – –
RSWA
1609
Robinson Smith Wealth Advisors
Maine
$208K +$27 +1 +0%
PHAM
1610
Palisades Hudson Asset Management
Florida
$207K – – –
KWM
1611
Keebeck Wealth Management
Illinois
$206K -$13.1K -480 -6%
ABTD
1612
Arvest Bank Trust Division
Oklahoma
$206K +$206K +7,559 New
LCM
1613
Lazari Capital Management
California
$206K +$206K +7,542 New
AWM
1614
Aberdeen Wealth Management
Illinois
$206K +$737 +27 +0.4%
SEEDPG
1615
S.E.E.D. Planning Group
New York
$205K +$205K +7,500 New
TCM
1616
Telos Capital Management
California
$205K +$205K +7,500 New
FCMA
1617
Foresight Capital Management Advisors
Michigan
$205K -$366K -13,402 -64%
AWM
1618
Adams Wealth Management
Utah
$203K -$14.2K -522 -7%
CI
1619
CacheTech Inc
Utah
$203K -$14.2K -522 -7%
CP
1620
Canopy Partners
Ohio
$203K +$203K +7,443 New
NG
1621
Norden Group
Utah
$203K +$202K +7,420 New
MIA
1622
MeadowBrook Investment Advisors
Michigan
$202K – – –
RWMG
1623
Redwood Wealth Management Group
New Jersey
$202K -$8.19K -300 -4%
MW
1624
Maia Wealth
Colorado
$201K +$205K +7,521 New
EAM
1625
Empirical Asset Management
Massachusetts
$198K +$817K +29,948 New
63 64
65
66 67