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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1201
AlphaStar Capital Management
North Carolina
$425K +$90.2K +3,312 +28%
TDC
1202
Thompson Davis & Co
Virginia
$425K +$114K +4,188 +38%
MWM
1203
Merriman Wealth Management
Washington
$424K -$31.4K -1,152 -7%
GA
1204
GoalVest Advisory
New York
$423K – – –
JWM
1205
Jupiter Wealth Management
Colorado
$423K +$245K +9,000 +150%
CWA
1206
CM Wealth Advisors
Ohio
$419K – – –
SAM
1207
Seelaus Asset Management
New Jersey
$417K +$38.7K +1,419 +11%
CWM
1208
Castle Wealth Management
Florida
$413K – – –
NCG
1209
Newport Capital Group
New Jersey
$412K +$399K +14,637 New
PMSA
1210
Patrick M. Sweeney & Associates
Illinois
$412K +$90.6K +3,327 +29%
DWM
1211
Destination Wealth Management
California
$410K +$396K +14,553 New
PIWA
1212
Prevail Innovative Wealth Advisors
Kansas
$410K +$396K +14,544 New
BI
1213
Ballast Inc
Kentucky
$407K +$9.15K +336 +2%
FPGK
1214
Financial Partners Group (Kansas)
Kansas
$406K +$393K +14,427 New
RP
1215
Rice Partnership
Hawaii
$405K -$49.9K -1,830 -11%
WE
1216
Wealth Effects
Massachusetts
$405K +$26.2K +963 +7%
VR
1217
Valued Retirements
Texas
$403K -$2.52M -92,574 -87%
FSA
1218
Fort Sheridan Advisors
Illinois
$403K -$1.8K -66 -0.5%
AIC
1219
Argus Investors Counsel
New York
$403K +$29K +1,065 +8%
LEFP
1220
Leading Edge Financial Planning
Tennessee
$402K -$8.17K -300 -2%
RFA
1221
Resurgent Financial Advisors
Georgia
$401K +$388K +14,241 New
SLA
1222
Silver Lake Advisory
Utah
$401K -$20.8K -762 -5%
OFG
1223
Omega Financial Group
California
$400K +$7.44K +273 +2%
EWM
1224
Executive Wealth Management
Michigan
$397K +$384K +14,085 New
SWP
1225
SIMA Wealth Partners
Virginia
$397K -$10.5K -387 -3%
47 48
49
50 51