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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1126
Centerpoint Advisors
Massachusetts
$447K -$15.5K -594 -3%
HA
1127
Herold Advisors
New York
$446K +$103K +3,963 +30%
GF
1128
GGM Financials
Ohio
$445K +$447K +17,172 New
MWA
1129
Meridian Wealth Advisors
Texas
$445K +$174K +6,690 +64%
NP
1130
NorthRock Partners
Minnesota
$444K +$69.7K +2,679 +13%
SCTC
1131
Sanibel Captiva Trust Company
Florida
$442K -$19.5K -750 -4%
RFC
1132
Regions Financial Corp
Alabama
$439K +$441K +16,929 New
CE
1133
Cornerstone Enterprises
Wisconsin
$437K -$31K -1,191 -7%
LWA
1134
Lantern Wealth Advisors
New York
$434K +$111K +4,263 +34%
RZH
1135
Relyea Zuckerberg Hanson
Connecticut
$433K -$37.5K -1,440 -8%
DWT
1136
Dorsey & Whitney Trust
South Dakota
$432K -$127K -4,866 -23%
HR
1137
Howe & Rusling
New York
$432K -$3.83K -147 -0.9%
ZRP
1138
Zynergy Retirement Planning
New Jersey
$431K +$433K +16,644 New
M1FG
1139
Mach-1 Financial Group
Arkansas
$429K +$34K +1,308 +9%
PCS
1140
Private Client Services
Kentucky
$427K – – –
BWM
1141
Birchcreek Wealth Management
Ohio
$426K -$210K -8,085 -33%
CAM
1142
Carret Asset Management
New York
$425K +$54.7K +2,100 +15%
MWM
1143
Merriman Wealth Management
Washington
$424K +$937 +36 +0.2%
GWM
1144
GSB Wealth Management
Connecticut
$423K +$2.89K +111 +0.7%
RP
1145
Rice Partnership
Hawaii
$420K +$422K +16,215 New
TI
1146
Tidal Investments
Wisconsin
$419K +$121K +4,653 +40%
GWA
1147
GGM Wealth Advisors
Maryland
$419K +$35.3K +1,356 +9%
WHG
1148
Westwood Holdings Group
Texas
$419K – – –
NCM
1149
Next Capital Management
New York
$416K +$23.2K +891 +6%
AIM
1150
Aspen Investment Management
Michigan
$416K +$16.2K +624 +4%
44 45
46
47 48