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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CHAM
1901
Clear Harbor Asset Management
Connecticut
$206K +$206K +6,493 New
RWM
1902
Riverbend Wealth Management
South Carolina
$205K +$206K +6,481 New
TA
1903
Tactive Advisors
Florida
$204K +$204K +6,437 New
BWG
1904
Berry Wealth Group
Texas
$203K +$204K +6,417 New
FG
1905
Fiduciary Group
Georgia
$203K +$203K +6,394 New
CPW
1906
Cogent Private Wealth
Florida
$203K +$203K +6,392 New
PCA
1907
Purkiss Capital Advisors
Connecticut
$203K +$203K +6,391 New
TIM
1908
Tortoise Investment Management
New York
$201K -$14.5K -457 -7%
WAOI
1909
Wealth Advisors of Iowa
Iowa
$200K +$201K +6,322 New
DOA
1910
D'Orazio & Associates
Virginia
$200K -$26.1K -824 -12%
VBFP
1911
Valtinson Bruner Financial Planning
Minnesota
$200K +$200K +6,313 New
WS
1912
Wilian Securities
Minnesota
$200K +$200K +6,309 New
VL
1913
Vima LLC
Michigan
$197K +$197K +6,210 New
IAAG
1914
Innovative Asset Advisors Group
Connecticut
$197K +$41.3K +1,303 +27%
CWM
1915
Consultiva Wealth Management
Puerto Rico
$197K +$197K +6,200 New
UCB
1916
United Community Bank
South Carolina
$196K -$30.2K -952 -13%
MCA
1917
Maryland Capital Advisors
Maryland
$195K +$195K +6,141 New
ANBT
1918
American National Bank & Trust
Texas
$190K +$190K +6,000 New
DF
1919
Dunhill Financial
United Kingdom
$189K -$32 -1 -0%
WFA
1920
West Financial Advisors
Iowa
$188K +$8.72K +275 +5%
BWM
1921
Bullock Wealth Management
Indiana
$180K +$179K +5,656 New
KFG
1922
Kingdom Financial Group
Arizona
$179K +$190 +6 +0.1%
DF
1923
DecisionPoint Financial
Arizona
$173K +$31.2K +984 +22%
AAG
1924
Accordant Advisory Group
Maryland
$170K – – –
SHIM
1925
Stone House Investment Management
Pennsylvania
$169K +$698 +22 +0.4%
75 76
77
78 79