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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1176
GoalVest Advisory
New York
$404K +$356K +13,791 +1,118%
HWM
1177
Heirloom Wealth Management
Colorado
$404K -$188K -7,281 -33%
FFO
1178
Fiduciary Family Office
Florida
$403K -$46.5K -1,800 -11%
TI
1179
Trexquant Investment
Connecticut
$403K -$395K -15,300 -51%
LEFP
1180
Leading Edge Financial Planning
Tennessee
$402K -$215K -8,313 -36%
AIMC
1181
Alley Investment Management Company
Illinois
$402K -$310 -12 -0.1%
FP
1182
Financial Perspectives
Minnesota
$401K +$34K +1,317 +10%
RFN
1183
Redwood Financial Network
Ohio
$397K -$184K -7,131 -33%
CWM
1184
Castle Wealth Management
Florida
$394K – – –
CA
1185
Carson Advisory
Georgia
$392K -$24.4K -945 -6%
GWA
1186
GGM Wealth Advisors
Maryland
$388K +$378K +14,643 New
RWB
1187
RMR Wealth Builders
New Jersey
$388K +$21.7K +840 +6%
MHR
1188
Matthew Hamilton Rosenberg
$388K -$138K -5,331 -27%
HPC
1189
HM Payson & Co
Maine
$386K -$8.06K -312 -2%
ESB
1190
Essex Savings Bank
Connecticut
$386K – – –
GIM
1191
Guild Investment Management
California
$385K +$370K +14,340 New
FAIM
1192
Financial Advocates Investment Management
Washington
$384K +$48.1K +1,860 +15%
CAM
1193
Carret Asset Management
New York
$384K +$66.3K +2,565 +22%
EIP
1194
Ellis Investment Partners
Pennsylvania
$382K -$121K -4,674 -25%
PS
1195
Planned Solutions
California
$381K +$15.1K +585 +4%
AA
1196
AlphaMark Advisors
Kentucky
$380K +$26.5K +1,026 +8%
BI
1197
Ballast Inc
Kentucky
$379K – – –
LFA
1198
LGT Financial Advisors
Texas
$378K -$98.2K -3,801 -21%
OFG
1199
Omega Financial Group
California
$378K +$2.71K +105 +0.8%
LAS
1200
Legacy Advisory Services
Pennsylvania
$377K -$37.1K -1,437 -9%
46 47
48
49 50