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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
1601
Pacific Center for Financial Services
California
$268K – – –
DF
1602
Daviman Financial
Indiana
$268K +$266K +9,775 New
FG
1603
Fiduciary Group
Georgia
$267K +$264K +9,716 New
WRCM
1604
Western Reserve Capital Management
Ohio
$266K +$264K +9,696 New
BWM
1605
Briggs Wealth Management
Connecticut
$266K +$263K +9,690 New
FFC
1606
Frederick Financial Consultants
Maryland
$266K +$408 +15 +0.2%
HNH
1607
Hopwood Nicholas Hunter
$265K +$263K +9,670 New
TLP
1608
Trinity Legacy Partners
Texas
$265K +$2.72K +100 +1%
JBA
1609
Johnson Bixby & Associates
Washington
$264K – – –
ECM
1610
EagleClaw Capital Management
Massachusetts
$264K +$3.67K +135 +1%
UB
1611
UMB Bank
Missouri
$263K -$35.2K -1,296 -12%
VCM
1612
Virtue Capital Management
Tennessee
$262K -$3.28M -120,548 -93%
BB
1613
Busey Bank
Illinois
$262K +$46.4K +1,707 +22%
BP
1614
Broadleaf Partners
Ohio
$262K -$4.71M -173,295 -95%
FBB
1615
Fulton Breakefield Broenniman
Maryland
$261K +$258K +9,502 New
MPM
1616
Meritage Portfolio Management
Kansas
$261K +$258K +9,498 New
OC
1617
Oakworth Capital
Alabama
$260K – – –
LTL
1618
Lowery Thomas LLC
California
$259K +$13.4K +492 +5%
DJSG
1619
D.J. St. Germain
Massachusetts
$259K -$95.2K -3,501 -27%
CCMG
1620
Clark Capital Management Group
Pennsylvania
$258K +$256K +9,422 New
AW
1621
Alteri Wealth
California
$258K +$7.53K +277 +3%
DOA
1622
D'Orazio & Associates
Virginia
$257K +$45.5K +1,674 +22%
AFWM
1623
Arta Finance Wealth Management
California
$257K +$254K +9,359 New
NA
1624
Nautilus Advisors
California
$255K -$1.96K -72 -0.8%
RWM
1625
Ritholtz Wealth Management
New York
$255K +$42K +1,546 +20%
63 64
65
66 67