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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CHJWM
426
Carlton Hofferkamp & Jenks Wealth Management
Texas
– -$214K -12,555 Closed
LCM
427
Leisure Capital Management
California
– -$214K -12,549 Closed
WP
428
WealthSource Partners
California
– -$207K -12,120 Closed
FWSM
429
First Wilshire Securities Management
California
– -$203K -11,925 Closed
KJWM
430
Kiley Juergens Wealth Management
Washington
– -$174K -10,230 Closed
STA
431
Summit Trail Advisors
New York
– -$142K -7,929 Closed
RFC
432
Regions Financial Corp
Alabama
– -$110K -6,468 Closed
IWP
433
Icon Wealth Partners
Texas
– -$86K -5,061 Closed
SFC
434
SYM Financial Corp
Indiana
– -$86K -5,022 Closed
WA
435
Winfield Associates
Ohio
– -$57K -3,300 Closed
AFNAS
436
American Financial Network Advisory Services
California
– -$47K -2,778 Closed
BWA
437
BDO Wealth Advisors
Florida
– -$8K -474 Closed
CG
438
Cutler Group
California
– -$5.12K -300 Closed
GWS
439
Glassman Wealth Services
Virginia
– -$5K -285 Closed
LWM
440
Lenox Wealth Management
Ohio
– -$3.17K -186 -91%
AWM
441
Avior Wealth Management
Nebraska
– -$3K -150 Closed
EWM
442
Evercore Wealth Management
New York
– -$2K -108 Closed
WAP
443
Wealthcare Advisory Partners
Pennsylvania
– +$51 +3 +1%
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