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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SWRP
1151
Summit Wealth & Retirement Planning
California
$750K +$13.5K +495 +2%
FRA
1152
Front Row Advisors
California
$750K +$19.2K +706 +3%
SAM
1153
Sawgrass Asset Management
Florida
$750K +$9.71K +357 +1%
WMWM
1154
Wilkins Miller Wealth Management
Alabama
$750K -$29.9K -1,098 -4%
CFCS
1155
CDM Financial Counseling Services
Connecticut
$748K +$741K +27,264 New
RWM
1156
Rench Wealth Management
Texas
$746K -$18K -662 -2%
SAG
1157
SageView Advisory Group
California
$746K -$167K -6,127 -18%
BWP
1158
Bernardo Wealth Planning
Pennsylvania
$746K +$89.5K +3,292 +14%
RRWA
1159
Rainey & Randall Wealth Advisors
Florida
$739K +$4.32K +159 +0.6%
FCM
1160
Firestone Capital Management
Florida
$739K -$22.2K -815 -3%
GC
1161
Grimes & Company
Massachusetts
$737K +$54.4K +2,000 +8%
VCAM
1162
Van Cleef Asset Management
Ohio
$737K -$42.3K -1,556 -5%
WB
1163
Webster Bank
Connecticut
$737K -$15.9K -585 -2%
MA
1164
Mezzasalma Advisors
New Jersey
$734K -$781K -28,735 -52%
OL
1165
Owen LaRue
Kentucky
$731K +$390K +14,329 +116%
RM
1166
RCW Management
Florida
$731K +$724K +26,641 New
CWA
1167
Crusonia Wealth Advisors
Colorado
$730K +$724K +26,621 New
SPWM
1168
Schrum Private Wealth Management
Florida
$729K +$74.9K +2,755 +12%
CWA
1169
Clearview Wealth Advisors
Oregon
$728K -$225K -8,269 -24%
APW
1170
Austin Private Wealth
Texas
$724K +$19.7K +726 +3%
FB
1171
Fulton Bank
Pennsylvania
$724K +$211K +7,770 +42%
JFGIW
1172
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$721K +$42.6K +1,566 +6%
BIG
1173
Builder Investment Group
Georgia
$717K +$1.06K +39 +0.1%
PPWM
1174
Perissos Private Wealth Management
Oklahoma
$716K +$15.9K +586 +2%
CWRP
1175
Cassady Wealth & Retirement Planning
Nevada
$712K +$706K +25,964 New
45 46
47
48 49