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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
1651
Delta Asset Management
Tennessee
$333K – – –
WWM
1652
Wolff Wiese Magana
California
$331K +$1.78K +56 +0.5%
MSCM
1653
McElhenny Sheffield Capital Management
Texas
$331K – – –
CWM
1654
Collaborative Wealth Management
Florida
$330K +$1.87K +59 +0.6%
TPW
1655
Tiller Private Wealth
Pennsylvania
$330K +$5.58K +176 +2%
CCA
1656
Conservest Capital Advisors
Pennsylvania
$328K +$3.01K +95 +0.9%
CWA
1657
Cascade Wealth Advisors
Washington
$327K – – –
NSG
1658
Nalls Sherbakoff Group
Tennessee
$327K -$415K -13,066 -56%
AG
1659
Ascent Group
Virginia
$326K +$326K +10,274 New
VFG
1660
Valley Financial Group
Pennsylvania
$324K -$14.9K -471 -4%
PA
1661
Procyon Advisors
Connecticut
$324K +$34.7K +1,094 +12%
BFS
1662
BridgePort Financial Solutions
Iowa
$322K +$322K +10,160 New
CAG
1663
Centerpoint Advisory Group
Kansas
$322K – – –
MW
1664
Merited Wealth
Florida
$321K -$416K -13,111 -56%
SAM
1665
Synergy Asset Management
Washington
$321K -$1.32M -41,742 -80%
TCMP
1666
Thrive Capital Management (Pennsylvania)
Pennsylvania
$321K +$24.1K +761 +8%
CP
1667
Clarendon Private
Massachusetts
$318K +$2.51K +79 +0.8%
1IA
1668
1620 Investment Advisors
Massachusetts
$317K -$81.2K -2,558 -20%
DWT
1669
Dorsey & Whitney Trust
South Dakota
$317K – – –
MIM
1670
Marco Investment Management
Georgia
$317K – – –
MW
1671
MBL Wealth
North Carolina
$315K – – –
EFMC
1672
Empire Financial Management Company
New York
$314K +$3.77K +119 +1%
HT
1673
Heritage Trust
Oklahoma
$314K – – –
WDC
1674
Woodward Diversified Capital
California
$314K – – –
VC
1675
Veracity Capital
Georgia
$314K – – –
65 66
67
68 69