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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
976
Meridian Wealth Advisors
Texas
$232K – – –
UIA
977
Ulland Investment Advisors
Minnesota
$232K – – –
GWMI
978
Guardian Wealth Management (Illinois)
Illinois
$231K -$16.7K -687 -6%
CCB
979
Cutter & Co Brokerage
Missouri
$229K +$1.75K +72 +0.7%
GWCM
980
Godshalk Welsh Capital Management
Pennsylvania
$229K +$251K +10,341 New
NFSG
981
Newbridge Financial Services Group
Florida
$228K -$4.23K -174 -2%
CPC
982
Consolidated Planning Corp
Georgia
$226K -$7.22K -297 -3%
VAS
983
Valicenti Advisory Services
New York
$225K – – –
RWA
984
Redmont Wealth Advisors
Illinois
$220K +$22.2K +915 +10%
CSIC
985
Clifford Swan Investment Counsel
California
$219K -$9.11K -375 -4%
IWA
986
Intercontinental Wealth Advisors
Texas
$219K – – –
CCM
987
Crew Capital Management
Ohio
$219K +$241K +9,900 New
FFA
988
First Foundation Advisors
California
$218K +$239K +9,825 New
MWM
989
Modera Wealth Management
New Jersey
$215K – – –
AIM
990
Aspen Investment Management
Michigan
$214K – – –
CC
991
Cadinha & Co
Hawaii
$213K – – –
RZH
992
Relyea Zuckerberg Hanson
Connecticut
$212K -$47.4K -1,950 -17%
PFA
993
Pure Financial Advisors
California
$211K -$4.3K -177 -2%
FCA
994
FinTrust Capital Advisors
South Carolina
$211K +$62.6K +2,577 +40%
WA
995
WESPAC Advisors
California
$211K +$231K +9,528 New
DI
996
DFPG Investments
Utah
$209K -$1.09K -45 -0.5%
LFG
997
Lockerman Financial Group
California
$208K +$228K +9,396 New
PMFA
998
Plante Moran Financial Advisors
Michigan
$206K +$142K +5,853 +169%
MA
999
MUFG Americas
New York
$205K – – –
WFM
1000
Wolff Financial Management
Michigan
$205K – – –
38 39
40
41 42