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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
976
Greenhouse Wealth Management
Connecticut
$788K -$23.5K -909 -3%
SA
977
Strategic Advisors
New York
$784K +$78 +3 +0%
CFP
978
Cascade Financial Partners
California
$784K +$791K +30,618 New
CPA
979
Clear Point Advisors
New York
$784K +$7.67K +297 +1%
CWM
980
Connecticut Wealth Management
Connecticut
$780K – – –
VV
981
Verity & Verity
South Carolina
$778K +$302K +11,688 +68%
VFA
982
Valeo Financial Advisors
Indiana
$777K +$63.6K +2,460 +9%
LBC
983
Lowe Brockenbrough & Co
Virginia
$777K -$5.81K -225 -0.8%
FCM
984
Firestone Capital Management
Florida
$775K +$67.8K +2,625 +10%
EWM
985
EPG Wealth Management
Georgia
$774K +$1.08K +42 +0.1%
BCM
986
Bluefin Capital Management
New York
$774K +$744K +28,800 New
JFGIW
987
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$771K -$335K -12,960 -31%
IWP
988
Insight Wealth Partners
Texas
$764K +$240K +9,276 +48%
SWA
989
Strategies Wealth Advisors
Michigan
$763K +$78 +3 +0%
IIC
990
Ironwood Investment Counsel
Arizona
$760K +$321K +12,429 +78%
WCM
991
Weik Capital Management
Pennsylvania
$758K -$25.2K -975 -3%
BFG
992
Bleakley Financial Group
New Jersey
$755K -$31.9K -1,233 -4%
FFC
993
First Financial Corp
Indiana
$753K +$14.3K +552 +2%
FCIM
994
Fairview Capital Investment Management
California
$751K +$142K +5,490 +24%
BW
995
Basepoint Wealth
Iowa
$751K +$722K +27,948 New
DJSG
996
D.J. St. Germain
Massachusetts
$743K -$112K -4,347 -14%
EI
997
Ellevest Inc
New York
$742K +$431K +16,671 +152%
MPCL
998
My Personal CFO LLC
Washington
$741K +$16.7K +645 +2%
PP
999
Patten & Patten
Tennessee
$739K -$133K -5,166 -16%
BAAM
1000
Baker Avenue Asset Management
California
$737K +$19.8K +765 +3%
38 39
40
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