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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BAG
1226
Bridgewealth Advisory Group
California
$514K -$57.4K -2,104 -10%
BW
1227
Basepoint Wealth
Iowa
$511K -$11.2K -409 -2%
FB
1228
Fulton Bank
Pennsylvania
$508K +$508K +18,624 New
PP
1229
PDS Planning
Ohio
$507K +$2.32K +85 +0.5%
EWA
1230
Emergent Wealth Advisors
New York
$506K +$89.8K +3,290 +22%
SSWM
1231
Smith Salley Wealth Management
North Carolina
$504K +$275K +10,068 +120%
ALWM
1232
Andrews Lucia Wealth Management
California
$501K +$4.77K +175 +1%
OFS
1233
Oldfather Financial Services
Nebraska
$499K -$6.52K -239 -1%
MIM
1234
Macroview Investment Management
Maryland
$498K +$498K +18,243 New
SAM
1235
Strategy Asset Managers
California
$497K – – –
RMC
1236
Ring Mountain Capital
California
$497K -$4.94K -181 -1%
PCM
1237
Prelude Capital Management
New York
$496K -$101K -3,684 -17%
WC
1238
Wolfstich Capital
Massachusetts
$493K – – –
CWA
1239
CM Wealth Advisors
Ohio
$492K +$85.8K +3,144 +21%
UWPG
1240
Ullmann Wealth Partners Group
Florida
$490K – – –
SPA
1241
Sentinel Pension Advisors
Massachusetts
$489K -$19.7K -722 -4%
MG
1242
Mather Group
Illinois
$488K +$55 +2 +0%
OFG
1243
Omega Financial Group
California
$487K +$4.15K +152 +0.9%
GGI
1244
Godsey & Gibb Inc
Virginia
$487K – – –
CWG
1245
Cornerstone Wealth Group
North Carolina
$485K -$11.5K -422 -2%
TFGT
1246
TS Financial Group (TSFG)
Illinois
$485K +$2.62K +96 +0.5%
ZIM
1247
Zacks Investment Management
Illinois
$484K -$47.7K -1,750 -9%
KWS
1248
Keystone Wealth Services
California
$484K -$12.1K -444 -2%
VWM
1249
Valley Wealth Managers
New Jersey
$483K +$15.1K +553 +3%
NWMG
1250
National Wealth Management Group
Ohio
$483K +$88.3K +3,237 +22%
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50
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