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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1751
CarsonAllaria Wealth Management
Illinois
$274K +$274K +8,649 New
PFA
1752
Portland Financial Advisors
New York
$273K +$25.4K +802 +10%
QFP
1753
Quantum Financial Partners
Kansas
$273K +$273K +8,597 New
LRPA
1754
L. Roy Papp & Associates
Arizona
$273K – – –
IPWA
1755
International Private Wealth Advisors
California
$272K -$17.8K -561 -6%
PCP
1756
Proficio Capital Partners
Massachusetts
$272K – – –
HA
1757
Harfst & Associates
Wyoming
$271K -$15.1K -475 -5%
BFWM
1758
Bright Futures Wealth Management
New York
$271K +$271K +8,550 New
AWA
1759
Argos Wealth Advisors
California
$271K – – –
CMP
1760
Coston McIsaac & Partners
Maine
$270K +$184K +5,788 +209%
BHIA
1761
Birch Hill Investment Advisors
Massachusetts
$270K – – –
TPI
1762
Trust Point Inc
Wisconsin
$269K +$269K +8,494 New
SMG
1763
Smart Money Group
Texas
$269K +$1.33K +42 +0.5%
FGA
1764
Fortis Group Advisors
New Jersey
$269K -$25.6K -807 -9%
JCM
1765
Jag Capital Management
Missouri
$268K +$603 +19 +0.2%
RBC
1766
Roble Belko & Company
Pennsylvania
$268K +$6.06K +191 +2%
BDF
1767
Black Diamond Financial
Maryland
$267K +$267K +8,418 New
DT
1768
DV Trading
Illinois
$266K -$124K -3,900 -32%
JPWM
1769
Jamison Private Wealth Management
Georgia
$266K +$857 +27 +0.3%
BWM
1770
BlackDiamond Wealth Management
New York
$266K +$247K +7,774 New
EPM
1771
Elm Partners Management
Pennsylvania
$266K +$11.9K +374 +5%
BP
1772
Broadleaf Partners
Ohio
$266K +$10.2K +321 +4%
TDB
1773
Thompson David Blair
$266K -$28.5K -899 -10%
CG
1774
Cynosure Group
Utah
$265K – – –
BAG
1775
Bauman Advisory Group
Nevada
$265K -$4.29M -135,091 -94%
69 70
71
72 73