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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1801
Rialto Wealth Management
New York
$64.2K – – –
EWM
1802
Evermay Wealth Management
Virginia
$61.7K -$7.21K -265 -11%
POIA
1803
Pin Oak Investment Advisors
Texas
$60K +$51.6K +1,899 New
TIM
1804
Thompson Investment Management
Wisconsin
$59.5K – – –
BFS
1805
Beacon Financial Strategies
North Carolina
$58.6K +$58.1K +2,137 New
OFG
1806
Oxford Financial Group
Indiana
$58.6K – – –
C
1807
Covestor
United Kingdom
$58K +$4.84K +178 +9%
PW
1808
Pandora Wealth
Illinois
$57.6K – – –
FCT
1809
First Community Trust
Iowa
$57.5K – – –
SWIM
1810
Smallwood Wealth Investment Management
New Jersey
$56.3K -$17.3K -635 -24%
RF
1811
Roxbury Financial
New Jersey
$54.6K +$272 +10 +0.5%
VWM
1812
Valley Wealth Managers
New Jersey
$53.6K -$428K -15,753 -89%
VCM
1813
Versant Capital Management
Arizona
$53K -$271K -9,954 -84%
VDBMI
1814
Van Den Berg Management I
Texas
$52.1K – – –
BFO
1815
Biltmore Family Office
North Carolina
$51.1K +$24.2K +890 +91%
RF
1816
Robinswood Financial
Washington
$49.9K -$12.4K -455 -20%
CAIM
1817
Catherine Avery Investment Management
Florida
$49.5K – – –
CB
1818
CNB Bank
Pennsylvania
$49.5K – – –
FCMT
1819
Founders Capital Management (Texas)
Texas
$49.4K – – –
DEM
1820
Disciplined Equity Management
Florida
$48.7K – – –
CIAS
1821
CBIZ Investment Advisory Services
Ohio
$48.1K +$36.2K +1,332 +317%
GFA
1822
Godfrey Financial Associates
New York
$47.5K +$47.1K +1,733 New
CFS
1823
Compass Financial Services
Iowa
$47.2K – – –
AIP
1824
Ameritas Investment Partners
Nebraska
$45.8K +$27.9K +1,027 +159%
KSB
1825
Kennebec Savings Bank
Maine
$45.7K – – –
71 72
73
74 75