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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
926
Pegasus Asset Management
New York
$234K +$10.1K +387 +5%
LA
927
Legacy Advisors
Pennsylvania
$232K +$224K +8,607 New
KMWM
928
Keudell/Morrison Wealth Management
Oregon
$232K +$224K +8,625 New
PCFFS
929
Pacific Center for Financial Services
California
$231K +$1.79K +69 +0.8%
VAS
930
Valicenti Advisory Services
New York
$231K +$223K +8,571 New
SFG
931
Synergy Financial Group
California
$231K +$223K +8,577 New
DLCIG
932
D.L. Carlson Investment Group
New Hampshire
$230K -$26.4K -1,017 -11%
ESB
933
Essex Savings Bank
Connecticut
$227K – – –
LW
934
Linscomb Wealth
Texas
$227K +$779 +30 +0.4%
AFS
935
Annapolis Financial Services
Maryland
$226K -$65.7K -2,529 -23%
CWM
936
Cornerstone Wealth Management
Missouri
$226K -$36.9K -1,422 -14%
ZCM
937
Ziegler Capital Management
Illinois
$226K – – –
MWP
938
Moller Wealth Partners
$226K +$218K +8,400 New
CWM
939
Congress Wealth Management
Massachusetts
$225K +$217K +8,340 New
FA
940
Fountainhead AM
New Jersey
$224K -$2.57K -99 -1%
KA
941
Klingman & Associates
New York
$223K -$156 -6 -0.1%
GWSG
942
GPS Wealth Strategies Group
Colorado
$222K -$22.5K -867 -10%
AF
943
Alerus Financial
North Dakota
$220K – – –
SFC
944
SYM Financial Corp
Indiana
$220K +$7.87K +303 +4%
RBCM
945
Raub Brock Capital Management
California
$219K – – –
TCM
946
Traynor Capital Management
Pennsylvania
$218K +$211K +8,115 New
E
947
ETFidea
New York
$218K +$210K +8,091 New
DACG
948
Donor Advised Charitable Giving
California
$215K +$207K +7,962 New
CWM
949
ClientFirst Wealth Management
Arkansas
$214K +$210K +8,100 New
CWA
950
CJM Wealth Advisers
Virginia
$214K +$206K +7,926 New
36 37
38
39 40