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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
TGAM
1726
TBH Global Asset Management
Tennessee
$256K +$253K +8,336 New
DCA
1727
DB&C Advisors
Michigan
$255K +$253K +8,325 New
SPWG
1728
Syntegra Private Wealth Group
Missouri
$255K – – –
HIMC
1729
Heritage Investors Management Corp
Maryland
$255K – – –
FFG
1730
Fiduciary Financial Group
California
$255K +$20.6K +679 +9%
WF
1731
WoodTrust Financial
Wisconsin
$254K – – –
RBC
1732
Roble Belko & Company
Pennsylvania
$254K +$14.4K +476 +6%
FWM
1733
Finer Wealth Management
Massachusetts
$254K +$7.04K +232 +3%
CF
1734
Carter Financial
California
$253K +$250K +8,251 New
FFA
1735
Fi3 Financial Advisors
Indiana
$252K -$22.8K -750 -8%
WT
1736
Whittier Trust
California
$251K +$8.68K +286 +4%
TSWM
1737
Triangle Securities Wealth Management
North Carolina
$250K +$1.67K +55 +0.7%
XWL
1738
XXI Wealth LLC
Illinois
$250K -$7.95K -262 -3%
YP
1739
YANKCOM Partnership
South Dakota
$249K -$119K -3,923 -33%
TIM
1740
Total Investment Management
Arizona
$249K +$4.28K +141 +2%
MF
1741
Manchester Financial
California
$249K +$303 +10 +0.1%
CFG
1742
Copley Financial Group
California
$248K -$15.5K -511 -6%
HWA
1743
HMV Wealth Advisors
Louisiana
$248K -$18.2K -600 -7%
BP
1744
Broadleaf Partners
Ohio
$247K -$44.9K -1,480 -16%
SFGP
1745
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$247K +$244K +8,055 New
JTWM
1746
Jackson Thornton Wealth Management
Alabama
$246K -$28.6K -943 -10%
MCA
1747
Midwest Capital Advisors
Michigan
$246K – – –
RIS
1748
Retirement Income Solutions
Michigan
$245K +$242K +7,992 New
WWMSC
1749
Wagner Wealth Management (South Carolina)
South Carolina
$244K +$2K +66 +0.8%
EPM
1750
Elm Partners Management
Pennsylvania
$244K +$243K +8,008 New
68 69
70
71 72