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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1901
SJS Investment Consulting
Ohio
$97.6K +$5.92K +195 +7%
WSFS
1902
Wilmington Savings Fund Society
Delaware
$94.6K – – –
TPWA
1903
Twin Peaks Wealth Advisors
California
$94.5K +$93.4K +3,080 New
FLP
1904
Financial Life Planners
Arizona
$93.8K +$92.8K +3,058 New
WCM
1905
Weaver Capital Management
Georgia
$93K +$758 +25 +0.8%
BC
1906
Barrett & Company
Rhode Island
$92.2K -$2.46K -81 -3%
AT
1907
Arlington Trust
Alabama
$92K – – –
MJRIC
1908
Mogy Joel R Investment Counsel
California
$92K – – –
NFSG
1909
Newbridge Financial Services Group
Florida
$91.3K +$51.7K +1,705 +134%
TLCM
1910
Twin Lakes Capital Management
California
$89.7K +$88.7K +2,925 New
HWM
1911
HighMark Wealth Management
Minnesota
$89.7K -$132K -4,350 -60%
CMP
1912
Coston McIsaac & Partners
Maine
$84K -$179K -5,888 -68%
APW
1913
Aventura Private Wealth
Florida
$83.1K – – –
HHGA
1914
Halbert Hargrove Global Advisors
California
$79.9K – – –
CFFP
1915
Center for Financial Planning
Michigan
$79.7K – – –
GKIM
1916
GW&K Investment Management
Massachusetts
$79K +$78.1K +2,576 New
SA
1917
Scarborough Advisors
Maryland
$74.8K +$74K +2,439 New
KCM
1918
Key Capital Management
Tennessee
$73.5K -$19.9K -657 -22%
IA
1919
IFG Advisory
Georgia
$73K -$9.22M -304,043 -99%
MAS
1920
MPWM Advisory Solutions
Georgia
$72.9K – – –
RWM
1921
Rialto Wealth Management
New York
$71.8K – – –
TIM
1922
Thompson Investment Management
Wisconsin
$71K +$4.37K +144 +7%
EWM
1923
Evermay Wealth Management
Virginia
$69K – – –
EI
1924
EFG International
$69K +$68.3K +2,250 New
FCT
1925
First Community Trust
Iowa
$64.3K – – –
75 76
77
78 79