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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCG
526
Fort Pitt Capital Group
Pennsylvania
$217K +$212K +12,555 New
GRP
527
Global Retirement Partners
California
$215K +$210K +12,462 New
LNWWM
528
Laird Norton Wetherby Wealth Management
California
$213K +$208K +12,324 New
AFA
529
American Financial Advisors
Georgia
$211K +$199K +11,766 New
BSW
530
Buckingham Strategic Wealth
Missouri
$210K -$93.6K -5,544 -31%
BB
531
Busey Bank
Illinois
$210K +$206K +12,180 New
FHA
532
First Horizon Advisors
Tennessee
$208K – – –
SC
533
SouthState Corp
Florida
$207K +$203K +12,000 New
LWA
534
LWS Wealth Advisors
New Jersey
$204K +$200K +11,844 New
IFWM
535
Institute for Wealth Management
Colorado
$202K +$197K +11,691 New
GT
536
Glenmede Trust
Pennsylvania
$198K +$144K +8,517 +282%
DAM
537
Delta Asset Management
Tennessee
$197K – – –
AIM
538
Anchor Investment Management
South Carolina
$186K +$15.5K +915 +9%
CL
539
Cabana LLC
Arkansas
$183K +$180K +10,635 New
GWM
540
Geneos Wealth Management
Colorado
$181K -$121K -7,146 -40%
DI
541
Disciplined Investments
Oklahoma
$180K +$1.47K +87 +0.8%
PP
542
PDS Planning
Ohio
$175K +$171K +10,122 New
LWANC
543
Laurel Wealth Advisors (North Carolina)
North Carolina
$166K +$76K +4,500 +87%
AWM
544
Apollon Wealth Management
South Carolina
$162K +$158K +9,381 New
MHR
545
Matthew Hamilton Rosenberg
$158K +$155K +9,171 New
JCM
546
Jacobi Capital Management
Pennsylvania
$156K +$8.11K +480 +6%
CAL
547
Capital Analysts LLC
Pennsylvania
$156K +$21.2K +1,254 +16%
ABC
548
Associated Banc-Corp
Wisconsin
$142K -$122K -7,218 -47%
LWA
549
Lenox Wealth Advisors
New York
$131K – – –
CAL
550
Capital Advisors Ltd
Ohio
$128K – – –
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