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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1726
Ballast Financial Advisors
Pennsylvania
$257K +$7.04K +232 +3%
JPWM
1727
Jamison Private Wealth Management
Georgia
$257K -$10.8K -355 -4%
WAAG
1728
Wealth Alliance Advisory Group
Kansas
$257K – – –
CG
1729
Cynosure Group
Utah
$256K -$497K -16,371 -66%
CAM
1730
Clark Asset Management
New Hampshire
$256K +$253K +8,352 New
SCM
1731
Saxony Capital Management
Missouri
$256K +$253K +8,339 New
TGAM
1732
TBH Global Asset Management
Tennessee
$256K +$253K +8,336 New
DCA
1733
DB&C Advisors
Michigan
$255K +$253K +8,325 New
SPWG
1734
Syntegra Private Wealth Group
Missouri
$255K – – –
HIMC
1735
Heritage Investors Management Corp
Maryland
$255K – – –
FFG
1736
Fiduciary Financial Group
California
$255K +$20.6K +679 +9%
WF
1737
WoodTrust Financial
Wisconsin
$254K – – –
RBC
1738
Roble Belko & Company
Pennsylvania
$254K +$14.4K +476 +6%
FWM
1739
Finer Wealth Management
Massachusetts
$254K +$7.04K +232 +3%
CF
1740
Carter Financial
California
$253K +$250K +8,251 New
FFA
1741
Fi3 Financial Advisors
Indiana
$252K -$22.8K -750 -8%
WT
1742
Whittier Trust
California
$251K +$8.68K +286 +4%
TSWM
1743
Triangle Securities Wealth Management
North Carolina
$250K +$1.67K +55 +0.7%
XWL
1744
XXI Wealth LLC
Illinois
$250K -$7.95K -262 -3%
YP
1745
YANKCOM Partnership
South Dakota
$249K -$119K -3,923 -33%
TIM
1746
Total Investment Management
Arizona
$249K +$4.28K +141 +2%
MF
1747
Manchester Financial
California
$249K +$303 +10 +0.1%
CFG
1748
Copley Financial Group
California
$248K -$15.5K -511 -6%
HWA
1749
HMV Wealth Advisors
Louisiana
$248K -$18.2K -600 -7%
BP
1750
Broadleaf Partners
Ohio
$247K -$44.9K -1,480 -16%
68 69
70
71 72