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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1651
Bellwether Advisors
Nebraska
$104K – – –
PCM
1652
Palouse Capital Management
Washington
$102K – – –
UCB
1653
United Community Bank
South Carolina
$101K – – –
BA
1654
Ballast Advisors
Minnesota
$99.6K – – –
RI
1655
Ridgewood Investments
New Jersey
$99K -$71.1K -2,550 -42%
CAIM
1656
Catherine Avery Investment Management
Florida
$96.4K +$83.7K +3,003 +676%
BL
1657
Balentine LLC
Georgia
$96.3K – – –
SC
1658
Stephens Consulting
Michigan
$95.9K -$276K -9,893 -74%
AT
1659
Avalon Trust
New Mexico
$95.6K – – –
RTL
1660
Red Tortoise LLC
Georgia
$91.6K +$335 +12 +0.4%
CW
1661
Curio Wealth
Maryland
$90.6K -$90.2K -3,236 -100%
MA
1662
MCF Advisors
Kentucky
$89.4K -$3.12K -112 -3%
MAS
1663
MPWM Advisory Solutions
Georgia
$85.8K -$3.35K -120 -4%
AT
1664
Arlington Trust
Alabama
$83.9K +$83.6K +3,000 New
HHGA
1665
Halbert Hargrove Global Advisors
California
$83.4K – – –
AWM
1666
Abound Wealth Management
Tennessee
$83.3K -$45.9K -1,648 -36%
SIC
1667
SJS Investment Consulting
Ohio
$77.6K – – –
APW
1668
Aventura Private Wealth
Florida
$75.7K +$753 +27 +1%
SWIM
1669
Smallwood Wealth Investment Management
New Jersey
$75.2K +$74.9K +2,688 New
WF
1670
Wayfinding Financial
Washington
$73K +$73.5K +2,636 New
CFFP
1671
Center for Financial Planning
Michigan
$72.6K -$5.69K -204 -7%
TAM
1672
Tucker Asset Management
Colorado
$71.4K -$17.4K -623 -20%
CB
1673
CNB Bank
Pennsylvania
$71.3K -$103K -3,712 -59%
RAM
1674
Riggs Asset Management
Pennsylvania
$68.9K +$613 +22 +0.9%
GEA
1675
Glen Eagle Advisors
New Jersey
$68.5K -$4.74K -170 -6%
65 66
67
68 69