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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
AFWM
1626
Arta Finance Wealth Management
California
$257K +$254K +9,359 New
NA
1627
Nautilus Advisors
California
$255K -$1.96K -72 -0.8%
RWM
1628
Ritholtz Wealth Management
New York
$255K +$42K +1,546 +20%
BC
1629
BDFS Capital
Delaware
$254K +$252K +9,259 New
SG
1630
Sankala Group
Colorado
$254K +$217K +7,987 New
HAM
1631
Harmony Asset Management
Arizona
$253K – – –
CI
1632
CX Institutional
Indiana
$253K +$30.9K +1,135 +14%
JTWM
1633
Jackson Thornton Wealth Management
Alabama
$253K -$9.92K -365 -4%
FGA
1634
Fortis Group Advisors
New Jersey
$253K +$230K +8,473 New
PGFG
1635
Pine Grove Financial Group
Minnesota
$253K +$250K +9,209 New
MB
1636
MidFirst Bank
Oklahoma
$251K +$248K +9,139 New
TWC
1637
TD Waterhouse Canada
Ontario, Canada
$250K -$44.8K -1,649 -15%
FA
1638
Faithward Advisors
Pennsylvania
$248K -$222K -8,165 -47%
TCMP
1639
Thrive Capital Management (Pennsylvania)
Pennsylvania
$248K -$8.46K -311 -3%
KA
1640
Klingman & Associates
New York
$247K -$16.6K -612 -6%
ACM
1641
Avos Capital Management
Washington
$247K – – –
PW
1642
PUREfi Wealth
Massachusetts
$247K – – –
WDL
1643
Well Done LLC
Michigan
$247K – – –
TWA
1644
TCI Wealth Advisors
Arizona
$247K -$3.45K -127 -1%
TPA
1645
Trivium Point Advisory
Connecticut
$246K +$870 +32 +0.4%
FFA
1646
Fi3 Financial Advisors
Indiana
$246K – – –
BP
1647
Ballentine Partners
Massachusetts
$246K -$30.5K -1,121 -11%
MW
1648
MBL Wealth
North Carolina
$244K +$870 +32 +0.4%
PWM
1649
Provident Wealth Management
Tennessee
$244K – – –
HIC
1650
Hamrick Investment Counsel
Washington
$244K +$242K +8,893 New
64 65
66
67 68