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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
901
Webster Bank
Connecticut
$868K – – –
MW
902
Marcum Wealth
Ohio
$862K +$173K +7,245 +27%
GWM
903
Gray Wealth Management
Maine
$854K -$123K -5,163 -13%
AWG
904
Altus Wealth Group
Colorado
$849K -$60K -2,517 -7%
BC
905
Barnett & Company
Tennessee
$843K -$15.1K -633 -2%
EWP
906
Elevation Wealth Partners
California
$834K +$768K +32,238 +1,028%
PWMA
907
Pension & Wealth Management Advisors
Massachusetts
$834K +$261K +10,956 +50%
IA
908
Insight Advisors
Pennsylvania
$833K +$256K +10,749 +49%
PP
909
Patten & Patten
Tennessee
$829K -$6.65K -279 -0.8%
IAG
910
Investmark Advisory Group
Connecticut
$827K +$215K +9,036 +38%
C
911
Certuity
Florida
$823K -$5.43K -228 -0.7%
SFS
912
Solitude Financial Services
Virginia
$821K -$95.8K -4,020 -11%
CHJWM
913
Carlton Hofferkamp & Jenks Wealth Management
Texas
$820K +$7.29K +306 +1%
CBC
914
Coombe, Bender & Co
New York
$816K -$102K -4,272 -12%
CPIA
915
Cornell Pochily Investment Advisors
New York
$816K -$32.4K -1,359 -4%
TPW
916
Transatlantique Private Wealth
New York
$815K -$1.47M -61,791 -66%
MC
917
Miramar Capital
Illinois
$814K -$55K -2,310 -7%
OFG
918
Orcam Financial Group
California
$814K +$37.6K +1,578 +5%
ZIMP
919
Zimmermann Investment Management & Planning
Pennsylvania
$812K -$1.02M -42,615 -57%
DJSG
920
D.J. St. Germain
Massachusetts
$812K -$4.22K -177 -0.6%
ACM
921
Advance Capital Management
Michigan
$811K +$715 +30 +0.1%
PGF
922
Plan Group Financial
Oklahoma
$809K +$759K +31,869 New
CE
923
Cornerstone Enterprises
Wisconsin
$804K +$755K +31,701 New
GW
924
GW & Wade
Massachusetts
$803K -$157K -6,576 -17%
TPWA
925
TRUE Private Wealth Advisors
Oregon
$803K +$221K +9,255 +41%
35 36
37
38 39