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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
HGWM
1126
Horst & Graben Wealth Management
Oregon
$218K +$213K +8,640 New
BOM
1127
Bank of Marin
California
$218K -$13K -525 -6%
PFA
1128
Pathway Financial Advisers
Indiana
$217K +$213K +8,613 New
WAAG
1129
Wealth Alliance Advisory Group
Kansas
$217K +$213K +8,610 New
TFCP
1130
Twin Focus Capital Partners
Massachusetts
$214K +$210K +8,505 New
MW
1131
MBL Wealth
North Carolina
$214K -$163K -6,600 -44%
SWP
1132
Strategic Wealth Partners
Ohio
$214K +$209K +8,487 New
ARG
1133
Advisory Resource Group
Oklahoma
$212K +$208K +8,439 New
DA
1134
DCM Advisors
New York
$212K +$207K +8,403 New
GWMI
1135
Guardian Wealth Management (Illinois)
Illinois
$211K -$50.4K -2,040 -20%
VC
1136
Vicus Capital
Pennsylvania
$211K +$207K +8,391 New
MIM
1137
Meixler Investment Management
Arizona
$211K +$207K +8,379 New
MAC
1138
Mason & Associates (California)
California
$210K +$206K +8,328 New
WAL
1139
W Advisors LLC
Tennessee
$209K +$205K +8,301 New
GAM
1140
Gotham Asset Management
New York
$209K +$205K +8,292 New
KWS
1141
Keystone Wealth Services
California
$208K +$204K +8,247 New
DACG
1142
Donor Advised Charitable Giving
California
$207K +$203K +8,241 New
EWP
1143
Engrave Wealth Partners
Texas
$206K -$210K -8,526 -51%
AF
1144
Alerus Financial
North Dakota
$205K +$201K +8,160 New
1WM
1145
1900 Wealth Management
Texas
$205K +$201K +8,145 New
UB
1146
UMB Bank
Missouri
$204K – – –
GT
1147
Greenleaf Trust
Michigan
$204K +$200K +8,115 New
E
1148
ETFidea
New York
$204K +$200K +8,091 New
AWE
1149
Avidian Wealth Enterprises
Texas
$202K +$198K +8,022 New
RDIA
1150
RE Dickinson Investment Advisors
Iowa
$202K +$184K +7,437 +1,258%
44 45
46
47 48