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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
E
1626
EntreWealth
Texas
$311K +$307K +10,135 New
SKK
1627
Shepherd Kaplan Krochuk
Massachusetts
$310K -$91 -3 -0%
IAG
1628
Investmark Advisory Group
Connecticut
$309K +$1.09K +36 +0.4%
SA
1629
Spectrum Advisors
Texas
$309K +$305K +10,065 New
PCFFS
1630
Pacific Center for Financial Services
California
$308K +$6.46K +213 +2%
WDC
1631
Woodward Diversified Capital
California
$308K +$30 +1 +0%
BWM
1632
Bernicke Wealth Management
Wisconsin
$308K – – –
DWT
1633
Dorsey & Whitney Trust
South Dakota
$307K +$60.7K +2,000 +25%
RWA
1634
River Wealth Advisors
Pennsylvania
$307K -$38.6K -1,271 -11%
AW
1635
Alteri Wealth
California
$306K +$17.3K +571 +6%
MIM
1636
Marco Investment Management
Georgia
$306K +$4.19K +138 +1%
CP
1637
Clarendon Private
Massachusetts
$306K +$2.52K +83 +0.8%
CWA
1638
Cascade Wealth Advisors
Washington
$305K – – –
MW
1639
MBL Wealth
North Carolina
$305K +$30.8K +1,014 +11%
HT
1640
Heritage Trust
Oklahoma
$304K – – –
VC
1641
Veracity Capital
Georgia
$304K -$82.3K -2,713 -21%
WHG
1642
Westwood Holdings Group
Texas
$302K -$191K -6,306 -39%
TC
1643
Tenret Company
Florida
$301K -$18.3K -604 -6%
EFMC
1644
Empire Financial Management Company
New York
$301K -$2.27K -75 -0.8%
TFA
1645
Toth Financial Advisory
Virginia
$301K +$27.9K +919 +10%
RWRC
1646
R.W. Roge & Company
New York
$300K -$2.03K -67 -0.7%
TLP
1647
Trinity Legacy Partners
Texas
$300K +$3.19K +105 +1%
ME
1648
McIlrath & Eck
Washington
$299K +$46.4K +1,528 +19%
WRCM
1649
Western Reserve Capital Management
Ohio
$297K – – –
BB
1650
Burford Brothers
Texas
$297K +$294K +9,693 New
64 65
66
67 68