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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
1126
Ironwood Investment Counsel
Arizona
$402K -$14.7K -615 -4%
GWM
1127
GSB Wealth Management
Connecticut
$402K +$7.22K +303 +2%
SWMG
1128
Sanchez Wealth Management Group
Florida
$402K – – –
CWA
1129
CM Wealth Advisors
Ohio
$401K – – –
PFPT
1130
Pinnacle Financial Partners (Tennessee)
Tennessee
$400K +$376K +15,774 New
LWM
1131
Lodestone Wealth Management
Washington
$399K -$45K -1,890 -11%
1SB
1132
1ST Source Bank
Indiana
$397K – – –
BFC
1133
Bedel Financial Consulting
Indiana
$396K -$12.2K -510 -3%
DI
1134
Disciplined Investments
Oklahoma
$396K – – –
CA
1135
Carson Advisory
Georgia
$394K -$22.9K -963 -6%
LAS
1136
Legacy Advisory Services
Pennsylvania
$392K +$368K +15,453 New
KCM
1137
Kathmere Capital Management
Pennsylvania
$391K – – –
QWM
1138
Quadcap Wealth Management
Texas
$389K +$366K +15,348 New
NCM
1139
Next Capital Management
New York
$388K -$47.7K -2,001 -12%
DSC
1140
Duncker Streett & Co
Missouri
$388K -$11.8K -495 -3%
AC
1141
AlphaCore Capital
California
$387K +$40.8K +1,713 +13%
RWP
1142
Ridgecrest Wealth Partners
California
$387K +$364K +15,261 New
CA
1143
CGN Advisors
Kansas
$386K -$280K -11,751 -44%
ESB
1144
Essex Savings Bank
Connecticut
$386K -$26K -1,089 -7%
SIC
1145
SJS Investment Consulting
Ohio
$384K +$156K +6,564 +76%
MFWP
1146
Mosaic Family Wealth Partners
Missouri
$384K +$360K +15,123 New
AFG
1147
Alterity Financial Group
Maine
$383K +$16.7K +702 +5%
AIM
1148
Aspen Investment Management
Michigan
$383K +$51.8K +2,175 +17%
AIMC
1149
Alley Investment Management Company
Illinois
$380K -$27.7K -1,164 -7%
GL
1150
Graypoint LLC
New York
$378K +$18.2K +765 +5%
44 45
46
47 48