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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1276
HFG Advisors
Ohio
$289K – – –
HAM
1277
Harmony Asset Management
Arizona
$288K +$69.5K +2,691 +34%
TWM
1278
Tanglewood Wealth Management
Texas
$287K – – –
CGA
1279
Crescent Grove Advisors
Illinois
$286K -$174K -6,717 -39%
EWM
1280
Evercore Wealth Management
New York
$284K – – –
MFC
1281
Morris Financial Concepts
South Carolina
$283K – – –
DAM
1282
Delta Asset Management
Tennessee
$282K -$20.5K -792 -7%
EFN
1283
Equita Financial Network
Pennsylvania
$282K +$271K +10,485 New
MWA
1284
Meridian Wealth Advisors
Texas
$281K – – –
TC
1285
Tenret Company
Florida
$281K – – –
BPWM
1286
Badgley Phelps Wealth Managers
Washington
$279K -$33.6K -1,299 -11%
JHCP
1287
Jackson Hole Capital Partners
Oklahoma
$278K -$86.5K -3,348 -24%
W
1288
WealthCollab
Washington
$278K -$7.52K -291 -3%
HKIMG
1289
Hutchens & Kramer Investment Management Group
Indiana
$278K +$3.72K +144 +1%
FFA
1290
First Foundation Advisors
California
$276K -$4.34K -168 -2%
PFBT
1291
Parkside Financial Bank & Trust
Missouri
$275K +$1.08K +42 +0.4%
HAC
1292
Harbor Advisory Corp
New Hampshire
$275K – – –
GC
1293
Grimes & Company
Massachusetts
$275K +$14.2K +549 +6%
1WM
1294
1900 Wealth Management
Texas
$273K +$2.02K +78 +0.8%
AIM
1295
Acropolis Investment Management
Missouri
$272K -$3.1K -120 -1%
GWMR
1296
GC Wealth Management RIA
Massachusetts
$270K – – –
SNBOSCI
1297
Security National Bank of Sioux City Iowa
Iowa
$269K +$3.1K +120 +1%
WA
1298
Waterford Advisors
New York
$268K – – –
CAM
1299
Clark Asset Management
New Hampshire
$268K -$180K -6,984 -41%
ACA
1300
American Capital Advisory
Idaho
$268K -$202K -7,806 -42%
50 51
52
53 54