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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
MIA
1601
MeadowBrook Investment Advisors
Michigan
$270K +$66.6K +2,450 +33%
MIM
1602
Marco Investment Management
Georgia
$270K – – –
RWRC
1603
R.W. Roge & Company
New York
$270K – – –
PCFFS
1604
Pacific Center for Financial Services
California
$268K – – –
DF
1605
Daviman Financial
Indiana
$268K +$266K +9,775 New
FG
1606
Fiduciary Group
Georgia
$267K +$264K +9,716 New
WRCM
1607
Western Reserve Capital Management
Ohio
$266K +$264K +9,696 New
BWM
1608
Briggs Wealth Management
Connecticut
$266K +$263K +9,690 New
FFC
1609
Frederick Financial Consultants
Maryland
$266K +$408 +15 +0.2%
HNH
1610
Hopwood Nicholas Hunter
$265K +$263K +9,670 New
TLP
1611
Trinity Legacy Partners
Texas
$265K +$2.72K +100 +1%
JBA
1612
Johnson Bixby & Associates
Washington
$264K – – –
ECM
1613
EagleClaw Capital Management
Massachusetts
$264K +$3.67K +135 +1%
UB
1614
UMB Bank
Missouri
$263K -$35.2K -1,296 -12%
VCM
1615
Virtue Capital Management
Tennessee
$262K -$3.28M -120,548 -93%
BB
1616
Busey Bank
Illinois
$262K +$46.4K +1,707 +22%
BP
1617
Broadleaf Partners
Ohio
$262K -$4.71M -173,295 -95%
FBB
1618
Fulton Breakefield Broenniman
Maryland
$261K +$258K +9,502 New
MPM
1619
Meritage Portfolio Management
Kansas
$261K +$258K +9,498 New
OC
1620
Oakworth Capital
Alabama
$260K – – –
LTL
1621
Lowery Thomas LLC
California
$259K +$13.4K +492 +5%
DJSG
1622
D.J. St. Germain
Massachusetts
$259K -$95.2K -3,501 -27%
CCMG
1623
Clark Capital Management Group
Pennsylvania
$258K +$256K +9,422 New
AW
1624
Alteri Wealth
California
$258K +$7.53K +277 +3%
DOA
1625
D'Orazio & Associates
Virginia
$257K +$45.5K +1,674 +22%
63 64
65
66 67