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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
926
Connectus Wealth
Ohio
$282K +$274K +10,479 New
MFC
927
Morris Financial Concepts
South Carolina
$281K +$280K +10,680 New
DA
928
Doliver Advisors
Texas
$280K – – –
DWM
929
Destination Wealth Management
California
$279K +$278K +10,620 New
NHC
930
Nicholas Hoffman & Company
Georgia
$278K +$6.99K +267 +3%
ICG
931
InterOcean Capital Group
Tennessee
$276K +$4.4K +168 +2%
MSCM
932
McElhenny Sheffield Capital Management
Texas
$275K – – –
MWA
933
Meridian Wealth Advisors
Texas
$275K – – –
GCA
934
Genesee Capital Advisors
New York
$275K +$393 +15 +0.1%
CSA
935
Cottage Street Advisors
Massachusetts
$275K +$274K +10,449 New
STA
936
Summit Trail Advisors
New York
$271K +$707 +27 +0.3%
CCB
937
Cutter & Co Brokerage
Missouri
$268K +$4.08K +156 +2%
FM
938
Foster & Motley
Ohio
$266K -$124K -4,737 -32%
DT
939
Diversified Trust
Tennessee
$265K -$5.18K -198 -2%
CPC
940
Consolidated Planning Corp
Georgia
$265K – – –
MFG
941
Magnus Financial Group
New York
$265K +$10.5K +402 +4%
DJSG
942
D.J. St. Germain
Massachusetts
$264K – – –
ZIMP
943
Zimmermann Investment Management & Planning
Pennsylvania
$262K -$25.2K -963 -9%
AFG
944
Arkansas Financial Group
Arkansas
$262K – – –
RIA
945
Realta Investment Advisors
Delaware
$262K +$1.18K +45 +0.5%
IWA
946
Intercontinental Wealth Advisors
Texas
$260K – – –
WF
947
Warner Financial
Maryland
$258K +$1.65K +63 +0.6%
SWMG
948
Signature Wealth Management Group
Georgia
$256K +$255K +9,744 New
VAS
949
Valicenti Advisory Services
New York
$255K +$29.1K +1,110 +13%
GC
950
Grimes & Company
Massachusetts
$254K – – –
36 37
38
39 40