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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMR
1276
GC Wealth Management RIA
Massachusetts
$255K +$239K +10,035 New
HA
1277
Herold Advisors
New York
$254K +$238K +10,005 New
WA
1278
Waterford Advisors
New York
$253K – – –
WFA
1279
West Financial Advisors
Iowa
$253K -$103K -4,320 -30%
GS
1280
GTS Securities
Florida
$253K -$1.28M -53,595 -84%
SM
1281
Sensible Money
Arizona
$252K +$143 +6 +0.1%
SNBOSCI
1282
Security National Bank of Sioux City Iowa
Iowa
$251K – – –
FMWA
1283
Forvis Mazars Wealth Advisors
Missouri
$250K -$16.7K -699 -7%
MWM
1284
MBE Wealth Management
Wisconsin
$246K +$231K +9,708 New
RWA
1285
River Wealth Advisors
Pennsylvania
$246K -$14.5K -609 -6%
GC
1286
Grimes & Company
Massachusetts
$246K +$231K +9,675 New
CC
1287
Cadinha & Co
Hawaii
$244K – – –
BAM
1288
Bosun Asset Management
Illinois
$244K +$14.3K +600 +7%
ZF
1289
Zega Financial
Florida
$243K +$229K +9,591 New
SFP
1290
Strategic Financial Partners
Oregon
$242K +$2.36K +99 +1%
RCA
1291
Resonant Capital Advisors
Wisconsin
$242K – – –
WWM
1292
Wolff Wiese Magana
California
$241K +$2.57K +108 +1%
MAG
1293
MRA Advisory Group
New Jersey
$240K +$226K +9,474 New
KA
1294
Klingman & Associates
New York
$240K – – –
MG
1295
Mather Group
Illinois
$239K +$224K +9,408 New
SIC
1296
Samalin Investment Counsel
New York
$238K -$11.4K -480 -5%
LFA
1297
Laraway Financial Advisors
Minnesota
$236K +$7.36K +309 +3%
GWANC
1298
Guardian Wealth Advisors (North Carolina)
North Carolina
$234K +$146K +6,114 +196%
LWA
1299
Lantern Wealth Advisors
New York
$234K +$220K +9,231 New
SCM
1300
Seascape Capital Management
New Hampshire
$234K +$572 +24 +0.3%
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