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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
1026
9258 Wealth Management
Ohio
$678K +$652K +25,221 New
MA
1027
Mezzasalma Advisors
New Jersey
$677K -$17.9K -693 -3%
DAS
1028
Diversify Advisory Services
Utah
$677K +$654K +25,326 New
MCWS
1029
McKinley Carter Wealth Services
West Virginia
$676K -$36.9K -1,428 -5%
KFI
1030
Key Financial Inc
Pennsylvania
$673K – – –
FA
1031
FSA Advisors
Michigan
$671K -$12.2K -474 -2%
ODIJL
1032
One Day In July LLC
Vermont
$671K -$10.7K -414 -2%
BTI
1033
Blue Trust Inc
Georgia
$669K +$38.4K +1,485 +6%
FPWM
1034
FSB Premier Wealth Management
Iowa
$663K -$6.51K -252 -1%
BWM
1035
Birchcreek Wealth Management
Ohio
$658K -$3.8K -147 -0.6%
IPAM
1036
Investment Partners Asset Management
New Jersey
$658K -$1.63K -63 -0.3%
SPL
1037
Smart Portfolios LLC
Washington
$655K +$630K +24,375 New
MWA
1038
Moser Wealth Advisors
Washington
$655K -$11.6K -450 -2%
FSC
1039
Full Sail Capital
Oklahoma
$652K +$626K +24,246 New
RIL
1040
Rothschild Investment LLC
Illinois
$642K +$5.42K +210 +0.9%
OWM
1041
OneAscent Wealth Management
Alabama
$639K +$8.45K +327 +1%
FC
1042
Fulcrum Capital
Washington
$639K – – –
VCAM
1043
Van Cleef Asset Management
Ohio
$639K -$37.9K -1,467 -6%
JFG
1044
Jefferies Financial Group
New York
$635K – – –
DWMS
1045
Dominguez Wealth Management Solutions
Virginia
$634K -$4.34K -168 -0.7%
GAM
1046
Gemmer Asset Management
California
$631K +$248K +9,600 +69%
IAG
1047
Investmark Advisory Group
Connecticut
$631K -$235K -9,108 -28%
BCG
1048
Breakwater Capital Group
New Jersey
$620K +$2.71K +105 +0.5%
BTWM
1049
Brass Tax Wealth Management
Ohio
$620K +$596K +23,070 New
VHAM
1050
Van Hulzen Asset Management
California
$620K +$37.2K +1,440 +7%
40 41
42
43 44