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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
1676
BridgePort Financial Solutions
Iowa
$322K +$322K +10,160 New
CAG
1677
Centerpoint Advisory Group
Kansas
$322K – – –
MW
1678
Merited Wealth
Florida
$321K -$416K -13,111 -56%
SAM
1679
Synergy Asset Management
Washington
$321K -$1.32M -41,742 -80%
TCMP
1680
Thrive Capital Management (Pennsylvania)
Pennsylvania
$321K +$24.1K +761 +8%
SA
1681
Spectrum Advisors
Texas
$319K – – –
CP
1682
Clarendon Private
Massachusetts
$318K +$2.51K +79 +0.8%
1IA
1683
1620 Investment Advisors
Massachusetts
$317K -$81.2K -2,558 -20%
DWT
1684
Dorsey & Whitney Trust
South Dakota
$317K – – –
MIM
1685
Marco Investment Management
Georgia
$317K – – –
MW
1686
MBL Wealth
North Carolina
$315K – – –
EFMC
1687
Empire Financial Management Company
New York
$314K +$3.77K +119 +1%
HT
1688
Heritage Trust
Oklahoma
$314K – – –
WDC
1689
Woodward Diversified Capital
California
$314K – – –
VC
1690
Veracity Capital
Georgia
$314K – – –
DWM
1691
Drive Wealth Management
Utah
$314K -$49.2K -1,550 -14%
LAM
1692
Lewis Asset Management
California
$314K +$44.4K +1,400 +16%
BWG
1693
Boomfish Wealth Group
Georgia
$314K +$19.8K +625 +7%
IAG
1694
Investmark Advisory Group
Connecticut
$313K -$6.34K -200 -2%
WHG
1695
Westwood Holdings Group
Texas
$313K – – –
MCM
1696
Maple Capital Management
Vermont
$312K -$177K -5,572 -36%
TLP
1697
Trinity Legacy Partners
Texas
$312K -$9.84K -310 -3%
NC
1698
North Capital
Utah
$312K +$44.4K +1,398 +17%
EMC
1699
Everest Management Corp
California
$310K +$311K +9,790 New
RWRC
1700
R.W. Roge & Company
New York
$310K – – –
66 67
68
69 70