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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1651
Evermay Wealth Management
Virginia
$109K -$7.25K -260 -6%
CW
1652
Cooksen Wealth
Texas
$108K +$37.4K +1,342 New
MFC
1653
Mechanics Financial Corp
Ohio
$108K – – –
PWMG
1654
Prestige Wealth Management Group
New Jersey
$104K – – –
HWM
1655
HighMark Wealth Management
Minnesota
$104K +$98.7K +3,542 +1,874%
BA
1656
Bellwether Advisors
Nebraska
$104K – – –
PCM
1657
Palouse Capital Management
Washington
$102K – – –
UCB
1658
United Community Bank
South Carolina
$101K – – –
BA
1659
Ballast Advisors
Minnesota
$99.6K – – –
RI
1660
Ridgewood Investments
New Jersey
$99K -$71.1K -2,550 -42%
CAIM
1661
Catherine Avery Investment Management
Florida
$96.4K +$83.7K +3,003 +676%
BL
1662
Balentine LLC
Georgia
$96.3K – – –
SC
1663
Stephens Consulting
Michigan
$95.9K -$276K -9,893 -74%
AT
1664
Avalon Trust
New Mexico
$95.6K – – –
RTL
1665
Red Tortoise LLC
Georgia
$91.6K +$335 +12 +0.4%
CW
1666
Curio Wealth
Maryland
$90.6K -$90.2K -3,236 -100%
MA
1667
MCF Advisors
Kentucky
$89.4K -$3.12K -112 -3%
MAS
1668
MPWM Advisory Solutions
Georgia
$85.8K -$3.35K -120 -4%
AT
1669
Arlington Trust
Alabama
$83.9K +$83.6K +3,000 New
HHGA
1670
Halbert Hargrove Global Advisors
California
$83.4K – – –
AWM
1671
Abound Wealth Management
Tennessee
$83.3K -$45.9K -1,648 -36%
SIC
1672
SJS Investment Consulting
Ohio
$77.6K – – –
APW
1673
Aventura Private Wealth
Florida
$75.7K +$753 +27 +1%
SWIM
1674
Smallwood Wealth Investment Management
New Jersey
$75.2K +$74.9K +2,688 New
WF
1675
Wayfinding Financial
Washington
$73K +$73.5K +2,636 New
65 66
67
68 69