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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
226
GSG Advisors
New Jersey
$15.7M +$148K +4,671 +1%
YWM
227
Yukon Wealth Management
Kansas
$15.6M +$5.27M +166,134 +51%
TFS
228
truNorth Financial Services
Pennsylvania
$15.5M +$245K +7,727 +2%
SWGC
229
Summit Wealth Group (Colorado)
Colorado
$15.4M -$1.29M -40,537 -8%
APFP
230
Action Point Financial Planning
Michigan
$15.4M +$15.4M +485,030 New
CKAIS
231
Christensen King & Associates Investment Services
Washington
$15.4M -$424K -13,351 -3%
MCM
232
Mendel Capital Management
Arkansas
$15.4M -$34.8K -1,098 -0.2%
SF
233
Schaeffer Financial
Maryland
$15.3M +$669K +21,099 +5%
ICM
234
Islay Capital Management
Texas
$15.2M -$349K -11,009 -2%
MFIM
235
Mesirow Financial Investment Management
Illinois
$15.2M -$135K -4,265 -0.9%
SWMG
236
Sard Wealth Management Group
Georgia
$15.1M +$581K +18,308 +4%
MT
237
Midwest Trust
Kansas
$15M +$39K +1,229 +0.3%
TPWA
238
TRUE Private Wealth Advisors
Oregon
$15M +$364K +11,467 +2%
LWM
239
Lighthouse Wealth Management
Ohio
$15M +$514K +16,195 +4%
RFS
240
Retirement Financial Solutions
Tennessee
$14.9M +$8.06K +254 +0.1%
DAS
241
DMKC Advisory Services
Iowa
$14.9M +$3.63M +114,375 +32%
WLPWM
242
Walled Lake Planning & Wealth Management
Illinois
$14.9M +$195K +6,139 +1%
CMP
243
Courage Miller Partners
Virginia
$14.8M -$36.1K -1,137 -0.2%
SFWC
244
Strategic Family Wealth Counselors
New Jersey
$14.7M +$239K +7,542 +2%
PD
245
Planning Directions
Pennsylvania
$14.6M -$817K -25,740 -5%
CST
246
Charles Schwab Trust
Nevada
$14.5M -$65.1K -2,053 -0.4%
NLWP
247
Next Level Wealth Planning
Idaho
$14.4M +$552K +17,404 +4%
MA
248
Mutual Advisors
Nebraska
$14.4M -$461K -14,544 -3%
PSCM
249
Per Stirling Capital Management
Texas
$14.3M +$962K +30,309 +7%
SAM
250
Smithbridge Asset Management
Pennsylvania
$14.3M +$804K +25,343 +6%
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