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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
GSIAS
276
Garden State Investment Advisory Services
New Jersey
$9.09M +$8.91M +360,837 New
AI
277
Atria Investments
North Carolina
$9.02M +$115K +4,644 +1%
PWP
278
Perfromance Wealth Partners
Illinois
$9M +$8.83M +357,576 New
DI
279
DAGCO Inc
Ohio
$9M +$2.75M +111,543 +44%
SSWM
280
Sheets Smith Wealth Management
North Carolina
$8.95M +$20K +810 +0.2%
PIMG
281
Patriot Investment Management Group
Tennessee
$8.95M +$547K +22,155 +7%
AWS
282
AJ Wealth Strategies
New York
$8.87M +$3.63K +147 +0%
AWM
283
Aspire Wealth Management
Massachusetts
$8.87M +$323K +13,071 +4%
AWM
284
Avior Wealth Management
Nebraska
$8.73M +$380K +15,402 +5%
DFA
285
DHJJ Financial Advisors
Illinois
$8.6M -$464K -18,798 -5%
GVAG
286
Great Valley Advisor Group
Delaware
$8.58M +$7.23M +292,887 +613%
AT
287
American Trust
Kentucky
$8.54M +$885K +35,874 +5%
HCP
288
Holt Capital Partners
Texas
$8.48M +$71.8K +2,910 +0.9%
WT
289
Whittier Trust
California
$8.39M +$1.33M +53,895 +19%
KJWM
290
Kiley Juergens Wealth Management
Washington
$8.34M +$183K +7,404 +2%
BBW
291
Blue Barn Wealth
Utah
$8.19M -$32K -1,296 -0.4%
LFAS
292
Level Four Advisory Services
Texas
$8.17M +$718K +29,079 +10%
JWBC
293
John W. Brooker & Co
California
$8.17M -$32.9K -1,332 -0.4%
SFG
294
SevenBridge Financial Group
Pennsylvania
$8.16M +$728K +29,505 +10%
LWP
295
Laurel Wealth Planning
Minnesota
$8.16M -$45.3K -1,836 -0.6%
HBW
296
Hazlett, Burt & Watson
West Virginia
$8.14M +$1.34M +54,258 +20%
IWM
297
IHT Wealth Management
Illinois
$8.09M +$1.17M +47,547 +17%
GLA
298
Great Lakes Advisors
Illinois
$8.07M -$170K -6,882 -2%
CA
299
Cresta Advisors
Texas
$8M -$911K -36,927 -10%
WMWM
300
Whitaker-Myers Wealth Managers
Ohio
$7.95M +$7.8M +315,876 New
10 11
12
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