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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
1251
Cornerstone Wealth Group
North Carolina
$482K -$691K -26,463 -59%
ALWM
1252
Andrews Lucia Wealth Management
California
$482K +$8.8K +337 +2%
MA
1253
Mezzasalma Advisors
New Jersey
$482K -$392 -15 -0.1%
LCM
1254
Leisure Capital Management
California
$482K +$25.4K +972 +6%
PIA
1255
Pinion Investment Advisors
Kansas
$481K -$479K -18,339 -50%
KWS
1256
Keystone Wealth Services
California
$481K +$86.3K +3,305 +22%
WC
1257
Wolfstich Capital
Massachusetts
$478K -$200K -7,641 -30%
UWPG
1258
Ullmann Wealth Partners Group
Florida
$476K +$148K +5,662 +46%
MG
1259
Mather Group
Illinois
$473K +$119K +4,567 +34%
GGI
1260
Godsey & Gibb Inc
Virginia
$472K -$1.83K -70 -0.4%
OFG
1261
Omega Financial Group
California
$469K +$30.1K +1,154 +7%
AWM
1262
Angeles Wealth Management
California
$468K +$187K +7,173 +68%
EWA
1263
Etesian Wealth Advisors
Oregon
$468K +$255K +9,756 +123%
TFGT
1264
TS Financial Group (TSFG)
Illinois
$468K +$2.58K +99 +0.6%
AT
1265
American Trust
Kentucky
$466K +$459K +17,584 New
CA
1266
Centerpoint Advisors
Massachusetts
$464K +$261 +10 +0.1%
ACM
1267
Andina Capital Management
Utah
$464K +$457K +17,505 New
PK
1268
Pflug Koory
Nebraska
$463K +$68.8K +2,635 +18%
FAI
1269
Fiduciary Advisors Inc
Missouri
$463K +$4.44K +170 +1%
SCA
1270
Sage Capital Advisors
South Dakota
$463K -$80.6K -3,086 -15%
PAMG
1271
Patton Albertson Miller Group
Tennessee
$462K -$45K -1,722 -9%
HP
1272
Holistic Planning
Texas
$462K +$39.2K +1,501 +9%
CMMS
1273
Comprehensive Money Management Services
Florida
$460K -$20.9K -800 -4%
IAG
1274
Investmark Advisory Group
Connecticut
$459K -$49K -1,876 -10%
MWA
1275
Meridian Wealth Advisors
Texas
$455K – – –
49 50
51
52 53