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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
1026
Diversify Advisory Services
Utah
$677K +$654K +25,326 New
MCWS
1027
McKinley Carter Wealth Services
West Virginia
$676K -$36.9K -1,428 -5%
KFI
1028
Key Financial Inc
Pennsylvania
$673K – – –
FA
1029
FSA Advisors
Michigan
$671K -$12.2K -474 -2%
ODIJL
1030
One Day In July LLC
Vermont
$671K -$10.7K -414 -2%
BTI
1031
Blue Trust Inc
Georgia
$669K +$38.4K +1,485 +6%
FPWM
1032
FSB Premier Wealth Management
Iowa
$663K -$6.51K -252 -1%
BWM
1033
Birchcreek Wealth Management
Ohio
$658K -$3.8K -147 -0.6%
IPAM
1034
Investment Partners Asset Management
New Jersey
$658K -$1.63K -63 -0.3%
SPL
1035
Smart Portfolios LLC
Washington
$655K +$630K +24,375 New
MWA
1036
Moser Wealth Advisors
Washington
$655K -$11.6K -450 -2%
FSC
1037
Full Sail Capital
Oklahoma
$652K +$626K +24,246 New
RIL
1038
Rothschild Investment LLC
Illinois
$642K +$5.42K +210 +0.9%
OWM
1039
OneAscent Wealth Management
Alabama
$639K +$8.45K +327 +1%
FC
1040
Fulcrum Capital
Washington
$639K – – –
VCAM
1041
Van Cleef Asset Management
Ohio
$639K -$37.9K -1,467 -6%
JFG
1042
Jefferies Financial Group
New York
$635K – – –
DWMS
1043
Dominguez Wealth Management Solutions
Virginia
$634K -$4.34K -168 -0.7%
GAM
1044
Gemmer Asset Management
California
$631K +$248K +9,600 +69%
IAG
1045
Investmark Advisory Group
Connecticut
$631K -$235K -9,108 -28%
BCG
1046
Breakwater Capital Group
New Jersey
$620K +$2.71K +105 +0.5%
BTWM
1047
Brass Tax Wealth Management
Ohio
$620K +$596K +23,070 New
VHAM
1048
Van Hulzen Asset Management
California
$620K +$37.2K +1,440 +7%
SIC
1049
Sigma Investment Counselors
Michigan
$618K +$35K +1,356 +6%
CCA
1050
Cobblestone Capital Advisors
New York
$617K +$7.67K +297 +1%
40 41
42
43 44