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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1676
Drive Wealth Management
Utah
$314K -$49.2K -1,550 -14%
LAM
1677
Lewis Asset Management
California
$314K +$44.4K +1,400 +16%
BWG
1678
Boomfish Wealth Group
Georgia
$314K +$19.8K +625 +7%
IAG
1679
Investmark Advisory Group
Connecticut
$313K -$6.34K -200 -2%
WHG
1680
Westwood Holdings Group
Texas
$313K – – –
MCM
1681
Maple Capital Management
Vermont
$312K -$177K -5,572 -36%
TLP
1682
Trinity Legacy Partners
Texas
$312K -$9.84K -310 -3%
NC
1683
North Capital
Utah
$312K +$44.4K +1,398 +17%
EMC
1684
Everest Management Corp
California
$310K +$311K +9,790 New
RWRC
1685
R.W. Roge & Company
New York
$310K – – –
RWA
1686
River Wealth Advisors
Pennsylvania
$310K -$7.01K -221 -2%
VCM
1687
Virtue Capital Management
Tennessee
$309K +$309K +9,746 New
MIA
1688
MeadowBrook Investment Advisors
Michigan
$309K -$14.1K -445 -4%
SF
1689
Symphony Financial
Texas
$309K +$308K +9,706 New
PSB
1690
Piscataqua Savings Bank
New Hampshire
$308K -$19K -600 -6%
WRCM
1691
Western Reserve Capital Management
Ohio
$307K – – –
BB
1692
Burford Brothers
Texas
$307K +$32 +1 +0%
ETS
1693
ESL Trust Services
New York
$307K -$69.8K -2,200 -19%
MSG
1694
Main Street Group
Virginia
$306K -$57.6K -1,817 -16%
FFA
1695
Fairfield Financial Advisors
Massachusetts
$306K -$152K -4,793 -33%
JBA
1696
Johnson Bixby & Associates
Washington
$306K – – –
AFGAS
1697
Allegiance Financial Group Advisory Services
Virginia
$305K -$23.1K -729 -7%
HAM
1698
Harmony Asset Management
Arizona
$304K – – –
RAS
1699
RPS Advisory Solutions
Kentucky
$303K +$303K +9,556 New
FBB
1700
Fulton Breakefield Broenniman
Maryland
$302K +$19.8K +625 +7%
66 67
68
69 70