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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CFSG
1226
Community Financial Services Group
Vermont
$533K -$2.95M -103,626 -84%
WP
1227
WMS Partners
Maryland
$532K -$19.2K -677 -3%
CCP
1228
Clarkston Capital Partners
Michigan
$528K -$57 -2 -0%
MA
1229
Mezzasalma Advisors
New Jersey
$527K -$5.66K -199 -1%
CMMS
1230
Comprehensive Money Management Services
Florida
$526K +$548K +19,270 New
PCM
1231
Prospera Capital Management
Arizona
$526K +$545K +19,170 New
BW
1232
Basepoint Wealth
Iowa
$525K -$279K -9,828 -34%
TCM
1233
Traynor Capital Management
Pennsylvania
$524K -$49K -1,725 -8%
AFA
1234
Atlas Financial Advisors
California
$523K +$79.2K +2,786 +17%
NHT
1235
New Hampshire Trust
New Hampshire
$520K +$541K +19,043 New
CWG
1236
Cornerstone Wealth Group
North Carolina
$520K +$153K +5,397 +40%
WT
1237
Whittier Trust
California
$520K -$4.09K -144 -0.8%
LWA
1238
Lantern Wealth Advisors
New York
$519K +$15.4K +543 +3%
CF
1239
Claris Financial
Virginia
$519K +$540K +18,983 New
ECM
1240
Evergreen Capital Management
Washington
$518K -$114K -3,995 -17%
BFG
1241
Bleakley Financial Group
New Jersey
$517K +$68.1K +2,394 +14%
WAAG
1242
Wealth Alliance Advisory Group
Kansas
$517K +$284K +10,000 +112%
PP
1243
PDS Planning
Ohio
$515K +$1.19K +42 +0.2%
SHA
1244
Seneca House Advisors
Virginia
$514K +$4.09K +144 +0.8%
KTM
1245
Keeler Thomas Management
Utah
$512K -$117K -4,119 -18%
MWA
1246
Midland Wealth Advisors
Illinois
$512K -$3.04K -107 -0.6%
GGI
1247
Godsey & Gibb Inc
Virginia
$511K -$512 -18 -0.1%
PIA
1248
Pinion Investment Advisors
Kansas
$510K +$1.56K +55 +0.3%
NCG
1249
Newport Capital Group
New Jersey
$508K +$113K +3,967 +27%
RMC
1250
Ring Mountain Capital
California
$508K +$529K +18,598 New
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50
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