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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
FPWM
926
FSB Premier Wealth Management
Iowa
$594K -$2.15K -90 -0.4%
JC
927
JB Capital
Connecticut
$590K +$28.4K +1,188 +5%
AWM
928
Aprio Wealth Management
Georgia
$587K -$28.6K -1,197 -5%
SAM
929
Sawgrass Asset Management
Florida
$582K +$8.89K +372 +2%
BIG
930
Builder Investment Group
Georgia
$582K +$2.08K +87 +0.4%
ESB
931
Essex Savings Bank
Connecticut
$581K -$60.1K -2,517 -9%
WCFA
932
Walkner Condon Financial Advisors
Wisconsin
$579K -$2.44K -102 -0.4%
CHJWM
933
Carlton Hofferkamp & Jenks Wealth Management
Texas
$578K +$57.1K +2,388 +11%
HKIM
934
Hayek Kallen Investment Management
Alabama
$576K +$50.2K +2,100 +10%
DWMS
935
Dominguez Wealth Management Solutions
Virginia
$575K -$1.5K -63 -0.3%
NCM
936
Next Capital Management
New York
$575K +$25.6K +1,071 +5%
LFA
937
LGT Financial Advisors
Texas
$574K +$566K +23,700 New
JFG
938
Jefferies Financial Group
New York
$572K – – –
WCM
939
Windham Capital Management
Massachusetts
$565K – – –
PJSIMP
940
P.J. Schmidt Investment Management (PJS)
Wisconsin
$562K +$192K +8,055 +56%
NSAM
941
North Star Asset Management
Wisconsin
$561K -$490K -20,508 -47%
FCM
942
Firestone Capital Management
Florida
$560K +$19.1K +801 +4%
FWA
943
FSM Wealth Advisors
Ohio
$557K – – –
VC
944
Vicus Capital
Pennsylvania
$557K +$183K +7,680 +50%
V
945
ViaWealth
Kansas
$556K +$189K +7,908 +52%
GWP
946
Gateway Wealth Partners
Wisconsin
$553K +$546K +22,842 New
TPWA
947
TRUE Private Wealth Advisors
Oregon
$552K -$8.96K -375 -2%
HG
948
Herbst Group
Connecticut
$550K +$543K +22,731 New
CCA
949
Cobblestone Capital Advisors
New York
$538K +$1.36K +57 +0.3%
AGM
950
Alpine Global Management
New York
$538K +$531K +22,230 New
36 37
38
39 40