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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1276
Meridian Wealth Advisors
Texas
$480K – – –
CFS
1277
Cannon Financial Strategists
Georgia
$479K – – –
IPWA
1278
International Private Wealth Advisors
California
$478K -$37.5K -1,344 -7%
OWM
1279
OneAscent Wealth Management
Alabama
$478K -$72.4K -2,596 -13%
ESB
1280
Essex Savings Bank
Connecticut
$477K +$4.74K +170 +1%
GHA
1281
GW Henssler & Associates
Georgia
$477K +$234K +8,409 +97%
RWM
1282
Riverbend Wealth Management
South Carolina
$477K +$40.6K +1,457 +9%
TA
1283
TFB Advisors
Kansas
$475K +$14K +502 +3%
AIM
1284
Aspen Investment Management
Michigan
$475K +$59.4K +2,132 +14%
PCS
1285
Private Client Services
Kentucky
$472K +$1K +36 +0.2%
DWG
1286
Darden Wealth Group
Michigan
$472K -$39.3K -1,410 -8%
NHC
1287
Nicholas Hoffman & Company
Georgia
$471K -$209K -7,493 -31%
RWP
1288
Ridgeline Wealth Planning
Ohio
$470K -$19.4K -697 -4%
DIA
1289
Dana Investment Advisors
Wisconsin
$469K +$202K +7,246 +76%
FSA
1290
Fort Sheridan Advisors
Illinois
$468K +$29.6K +1,061 +7%
TDC
1291
Thompson Davis & Co
Virginia
$468K +$2.29K +82 +0.5%
SWMG
1292
Stillwater Wealth Management Group
Florida
$468K +$151K +5,408 +48%
EWM
1293
Evercore Wealth Management
New York
$467K -$13.9K -500 -3%
RMDI
1294
R.M. Davis Inc
Maine
$466K -$37.6K -1,350 -7%
1SB
1295
1ST Source Bank
Indiana
$466K +$30.8K +1,104 +7%
ZRP
1296
Zynergy Retirement Planning
New Jersey
$463K +$318K +11,408 +206%
OFG
1297
Omega Financial Group
California
$463K +$107K +3,839 +30%
DWT
1298
Dorsey & Whitney Trust
South Dakota
$462K -$2.76K -99 -0.6%
HOWA
1299
Heritage Oak Wealth Advisors
Florida
$459K +$6.83K +245 +2%
VWM
1300
Vigilare Wealth Management
Arizona
$459K +$198K +7,109 +76%
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