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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
TDB
1151
Thompson David Blair
$753K +$747K +27,457 New
SWRP
1152
Summit Wealth & Retirement Planning
California
$750K +$13.5K +495 +2%
FRA
1153
Front Row Advisors
California
$750K +$19.2K +706 +3%
SAM
1154
Sawgrass Asset Management
Florida
$750K +$9.71K +357 +1%
WMWM
1155
Wilkins Miller Wealth Management
Alabama
$750K -$29.9K -1,098 -4%
CFCS
1156
CDM Financial Counseling Services
Connecticut
$748K +$741K +27,264 New
RWM
1157
Rench Wealth Management
Texas
$746K -$18K -662 -2%
SAG
1158
SageView Advisory Group
California
$746K -$167K -6,127 -18%
BWP
1159
Bernardo Wealth Planning
Pennsylvania
$746K +$89.5K +3,292 +14%
RRWA
1160
Rainey & Randall Wealth Advisors
Florida
$739K +$4.32K +159 +0.6%
FCM
1161
Firestone Capital Management
Florida
$739K -$22.2K -815 -3%
OMIC
1162
Old Mission Investment Co
Michigan
$738K -$91.1K -3,352 -11%
GC
1163
Grimes & Company
Massachusetts
$737K +$54.4K +2,000 +8%
VCAM
1164
Van Cleef Asset Management
Ohio
$737K -$42.3K -1,556 -5%
WB
1165
Webster Bank
Connecticut
$737K -$15.9K -585 -2%
MA
1166
Mezzasalma Advisors
New Jersey
$734K -$781K -28,735 -52%
OL
1167
Owen LaRue
Kentucky
$731K +$390K +14,329 +116%
RM
1168
RCW Management
Florida
$731K +$724K +26,641 New
CWA
1169
Crusonia Wealth Advisors
Colorado
$730K +$724K +26,621 New
SPWM
1170
Schrum Private Wealth Management
Florida
$729K +$74.9K +2,755 +12%
CWA
1171
Clearview Wealth Advisors
Oregon
$728K -$225K -8,269 -24%
APW
1172
Austin Private Wealth
Texas
$724K +$19.7K +726 +3%
FB
1173
Fulton Bank
Pennsylvania
$724K +$211K +7,770 +42%
JFGIW
1174
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$721K +$42.6K +1,566 +6%
BIG
1175
Builder Investment Group
Georgia
$717K +$1.06K +39 +0.1%
45 46
47
48 49