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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
AMM
226
American Money Management
California
$562K -$50.7K -2,928 -8%
HSA
227
HBK Sorce Advisory
Pennsylvania
$560K -$56.6K -3,270 -9%
JSL
228
JT Stratford LLC
Georgia
$552K +$27.5K +1,587 +5%
LWAC
229
Laurel Wealth Advisors (California)
California
$546K -$63K -3,639 -11%
FM
230
Foster & Motley
Ohio
$537K +$68.3K +3,945 +15%
SHA
231
Seneca House Advisors
Virginia
$533K -$104K -6,003 -17%
AA
232
Ancora Advisors
Ohio
$533K +$522K +30,150 New
CW
233
CreativeOne Wealth
Kansas
$529K -$143K -8,271 -22%
MWAC
234
Mariner Wealth Advisors (Cincinnati)
Ohio
$523K -$457K -26,415 -47%
MWM
235
Meridian Wealth Management
Kentucky
$516K -$138K -7,950 -21%
CBA
236
Coastal Bridge Advisors
Connecticut
$512K – – –
DSC
237
Duncker Streett & Co
Missouri
$510K +$100K +5,781 +25%
BC
238
Bartlett & Co
Ohio
$501K – – –
BCWM
239
Bartlett & Co Wealth Management
Ohio
$501K – – –
NEGWA
240
New England Guild Wealth Advisors
Connecticut
$497K – – –
CAN
241
Cetera Advisor Networks
California
$492K +$86.3K +4,986 +22%
SA
242
Strategic Advisors
New York
$486K +$2.23K +129 +0.5%
MFG
243
Merit Financial Group
Georgia
$480K +$9.55K +552 +2%
WA
244
WBH Advisory
Maryland
$480K +$48.9K +2,823 +12%
IC
245
Intersect Capital
California
$478K – – –
S
246
SignatureFD
Georgia
$478K – – –
PL
247
Plancorp LLC
Missouri
$475K +$1.56K +90 +0.3%
FC
248
Fulcrum Capital
Washington
$471K – – –
OAM
249
Occidental Asset Management
California
$466K -$208 -12 -0%
CWM
250
Cedar Wealth Management
California
$465K – – –
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