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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
WDC
1626
Woodward Diversified Capital
California
$308K +$30 +1 +0%
BWM
1627
Bernicke Wealth Management
Wisconsin
$308K – – –
DWT
1628
Dorsey & Whitney Trust
South Dakota
$307K +$60.7K +2,000 +25%
RWA
1629
River Wealth Advisors
Pennsylvania
$307K -$38.6K -1,271 -11%
AW
1630
Alteri Wealth
California
$306K +$17.3K +571 +6%
MIM
1631
Marco Investment Management
Georgia
$306K +$4.19K +138 +1%
CP
1632
Clarendon Private
Massachusetts
$306K +$2.52K +83 +0.8%
CWA
1633
Cascade Wealth Advisors
Washington
$305K – – –
MW
1634
MBL Wealth
North Carolina
$305K +$30.8K +1,014 +11%
HT
1635
Heritage Trust
Oklahoma
$304K – – –
VC
1636
Veracity Capital
Georgia
$304K -$82.3K -2,713 -21%
WHG
1637
Westwood Holdings Group
Texas
$302K -$191K -6,306 -39%
TC
1638
Tenret Company
Florida
$301K -$18.3K -604 -6%
EFMC
1639
Empire Financial Management Company
New York
$301K -$2.27K -75 -0.8%
TFA
1640
Toth Financial Advisory
Virginia
$301K +$27.9K +919 +10%
RWRC
1641
R.W. Roge & Company
New York
$300K -$2.03K -67 -0.7%
TLP
1642
Trinity Legacy Partners
Texas
$300K +$3.19K +105 +1%
ME
1643
McIlrath & Eck
Washington
$299K +$46.4K +1,528 +19%
WRCM
1644
Western Reserve Capital Management
Ohio
$297K – – –
BB
1645
Burford Brothers
Texas
$297K +$294K +9,693 New
LAM
1646
LOM Asset Management
$297K +$36.7K +1,210 +14%
FGA
1647
Fortis Group Advisors
New Jersey
$296K +$24.5K +808 +10%
JBA
1648
Johnson Bixby & Associates
Washington
$296K – – –
HAM
1649
Harmony Asset Management
Arizona
$294K +$10.7K +354 +4%
HCP
1650
Hardin Capital Partners
South Carolina
$293K +$290K +9,551 New
64 65
66
67 68