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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
951
Windham Capital Management
Massachusetts
$556K +$5.23K +213 +0.9%
IAG
952
Investmark Advisory Group
Connecticut
$555K +$578K +23,535 New
SIA
953
Sage Investment Advisers
New York
$554K +$232K +9,456 +67%
RWP
954
RWA Wealth Partners
Massachusetts
$553K +$150K +6,096 +35%
KCFA
955
Key Client Fiduciary Advisors
New Jersey
$551K +$151K +6,150 +36%
AFG
956
Arkansas Financial Group
Arkansas
$546K -$503K -20,505 -47%
NSG
957
Nalls Sherbakoff Group
Tennessee
$545K – – –
FCM
958
Firestone Capital Management
Florida
$544K +$3.39K +138 +0.6%
AAS
959
Annex Advisory Services
Wisconsin
$543K -$56.2K -2,292 -9%
FWA
960
FSM Wealth Advisors
Ohio
$538K – – –
RFN
961
Redwood Financial Network
Ohio
$537K +$62.4K +2,541 +13%
YLHM
962
Yelin Lapidot Holdings Management
Israel
$536K +$556K +22,641 New
NSAM
963
North Star Asset Management
Wisconsin
$534K -$12.6K -513 -2%
CCA
964
Cobblestone Capital Advisors
New York
$533K +$8.76K +357 +2%
TPWA
965
TRUE Private Wealth Advisors
Oregon
$528K -$10.1K -411 -2%
JCM
966
Jacobi Capital Management
Pennsylvania
$525K +$67.4K +2,745 +14%
OCM
967
Objective Capital Management
Ohio
$524K +$252K +10,254 +86%
HNW
968
High Note Wealth
Minnesota
$524K +$545K +22,209 New
IA
969
Insight Advisors
Pennsylvania
$521K +$85.4K +3,480 +19%
PWMA
970
Pension & Wealth Management Advisors
Massachusetts
$517K +$61.6K +2,511 +13%
SAM
971
SP Asset Management
California
$514K -$179K -7,302 -25%
MKA
972
M. Kulyk & Associates
Georgia
$514K +$534K +21,771 New
TI
973
Trexquant Investment
Connecticut
$512K +$532K +21,690 New
BWIA
974
Bryant Woods Investment Advisors
New York
$511K +$2.72K +111 +0.5%
BAWC
975
Boyce & Associates Wealth Consulting
Texas
$511K +$104K +4,221 +24%
37 38
39
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