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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1251
Seelaus Asset Management
New Jersey
$505K +$104K +3,660 +25%
IPWA
1252
International Private Wealth Advisors
California
$504K +$34K +1,197 +7%
GWA
1253
GGM Wealth Advisors
Maryland
$503K +$56.9K +2,001 +12%
4A
1254
4Wealth Advisors
Illinois
$502K +$522K +18,369 New
DWG
1255
Darden Wealth Group
Michigan
$500K +$569 +20 +0.1%
ALWM
1256
Andrews Lucia Wealth Management
California
$498K -$326K -11,451 -66%
SWA
1257
Sightline Wealth Advisors
Connecticut
$498K +$1.28K +45 +0.2%
RMDI
1258
R.M. Davis Inc
Maine
$492K +$512K +18,023 New
SWM
1259
Stockman Wealth Management
Montana
$491K +$71.7K +2,521 +16%
FA
1260
FSA Advisors
Michigan
$485K -$444K -15,609 -67%
GWM
1261
Gray Wealth Management
Maine
$485K -$398K -13,996 -44%
DWM
1262
DKM Wealth Management
California
$482K +$502K +17,660 New
VV
1263
Verity & Verity
South Carolina
$482K +$8.56K +301 +2%
RWP
1264
Ridgeline Wealth Planning
Ohio
$479K +$498K +17,524 New
RWM
1265
Revisor Wealth Management
Ohio
$477K +$497K +17,467 New
CIA
1266
Covington Investment Advisors
Pennsylvania
$477K -$1.23M -43,341 -71%
GF
1267
GGM Financials
Ohio
$475K +$2.13K +75 +0.4%
WAM
1268
Worth Asset Management
Texas
$474K -$269K -9,460 -35%
HTC
1269
Haverford Trust Company
Pennsylvania
$470K -$19K -667 -4%
EWM
1270
Evercore Wealth Management
New York
$470K +$275K +9,670 +128%
VHAM
1271
Van Hulzen Asset Management
California
$469K +$171 +6 +0%
ZRP
1272
Zynergy Retirement Planning
New Jersey
$469K -$315K -11,096 -67%
MWA
1273
Meridian Wealth Advisors
Texas
$469K – – –
FAI
1274
Fiduciary Advisors Inc
Missouri
$468K +$487K +17,132 New
CA
1275
Centerpoint Advisors
Massachusetts
$468K -$3.55K -125 -0.7%
49 50
51
52 53