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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BHIA
1776
Birch Hill Investment Advisors
Massachusetts
$270K – – –
TPI
1777
Trust Point Inc
Wisconsin
$269K +$269K +8,494 New
SMG
1778
Smart Money Group
Texas
$269K +$1.33K +42 +0.5%
FGA
1779
Fortis Group Advisors
New Jersey
$269K -$25.6K -807 -9%
JCM
1780
Jag Capital Management
Missouri
$268K +$603 +19 +0.2%
RBC
1781
Roble Belko & Company
Pennsylvania
$268K +$6.06K +191 +2%
BDF
1782
Black Diamond Financial
Maryland
$267K +$267K +8,418 New
DT
1783
DV Trading
Illinois
$266K -$124K -3,900 -32%
JPWM
1784
Jamison Private Wealth Management
Georgia
$266K +$857 +27 +0.3%
BWM
1785
BlackDiamond Wealth Management
New York
$266K +$247K +7,774 New
EPM
1786
Elm Partners Management
Pennsylvania
$266K +$11.9K +374 +5%
BP
1787
Broadleaf Partners
Ohio
$266K +$10.2K +321 +4%
TDB
1788
Thompson David Blair
$266K -$28.5K -899 -10%
CG
1789
Cynosure Group
Utah
$265K – – –
BAG
1790
Bauman Advisory Group
Nevada
$265K -$4.29M -135,091 -94%
TGAM
1791
TBH Global Asset Management
Tennessee
$265K +$444 +14 +0.2%
SPWG
1792
Syntegra Private Wealth Group
Missouri
$264K – – –
GP
1793
Geneva Partners
Wisconsin
$264K +$264K +8,311 New
YIH
1794
Y-Intercept (HK)
Hong Kong
$263K -$23.2K -732 -8%
BFA
1795
Ballast Financial Advisors
Pennsylvania
$262K -$3.65K -115 -1%
XSC
1796
X-Square Capital
Puerto Rico
$262K +$262K +8,267 New
SWA
1797
Sightline Wealth Advisors
Connecticut
$262K +$48.1K +1,515 +22%
CF
1798
Carter Financial
California
$262K – – –
XWL
1799
XXI Wealth LLC
Illinois
$260K +$1.97K +62 +0.8%
FWM
1800
Finer Wealth Management
Massachusetts
$260K -$2.6K -82 -1%
70 71
72
73 74