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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
DWG
1151
Darden Wealth Group
Michigan
$428K +$109K +4,221 +36%
SWMG
1152
Sanchez Wealth Management Group
Florida
$425K – – –
OFS
1153
OMC Financial Services
New York
$424K +$408K +15,774 New
NP
1154
NorthRock Partners
Minnesota
$421K -$29.5K -1,143 -5%
1SB
1155
1ST Source Bank
Indiana
$420K – – –
BFC
1156
Bedel Financial Consulting
Indiana
$420K +$78 +3 +0%
CFS
1157
Cannon Financial Strategists
Georgia
$420K +$88.3K +3,417 +28%
DI
1158
Disciplined Investments
Oklahoma
$419K – – –
TFGT
1159
TS Financial Group (TSFG)
Illinois
$417K -$1.51M -58,497 -79%
NG
1160
Norden Group
Utah
$416K +$400K +15,495 New
YIH
1161
Y-Intercept (HK)
Hong Kong
$415K +$399K +15,441 New
KCM
1162
Kathmere Capital Management
Pennsylvania
$415K – – –
AIM
1163
Aspen Investment Management
Michigan
$414K +$7.83K +303 +2%
DSC
1164
Duncker Streett & Co
Missouri
$411K +$78 +3 +0%
RWP
1165
Ridgecrest Wealth Partners
California
$410K +$78 +3 +0%
CAM
1166
Costello Asset Management
Pennsylvania
$410K +$80.1K +3,102 +26%
M1FG
1167
Mach-1 Financial Group
Arkansas
$409K +$10.9K +423 +3%
DP
1168
DDD Partners
Washington
$408K -$37.4M -1,449,261 -99%
NCM
1169
Next Capital Management
New York
$408K -$3.25K -126 -0.8%
CTWM
1170
Cherry Tree Wealth Management
Minnesota
$407K +$48.4K +1,875 +14%
MFWP
1171
Mosaic Family Wealth Partners
Missouri
$406K – – –
ORC
1172
O'Rourke & Company
Massachusetts
$406K +$69.3K +2,682 +22%
TF
1173
Tenon Financial
New Jersey
$406K +$390K +15,105 New
GA
1174
GoalVest Advisory
New York
$404K +$356K +13,791 +1,118%
HWM
1175
Heirloom Wealth Management
Colorado
$404K -$188K -7,281 -33%
45 46
47
48 49