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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
1276
Investmark Advisory Group
Connecticut
$459K -$49K -1,876 -10%
MWA
1277
Meridian Wealth Advisors
Texas
$455K – – –
HOWA
1278
Heritage Oak Wealth Advisors
Florida
$455K +$19.1K +733 +4%
VWM
1279
Valley Wealth Managers
New Jersey
$455K -$509K -19,505 -53%
ATPW
1280
Ashton Thomas Private Wealth
Arizona
$454K +$74.9K +2,867 +20%
ESB
1281
Essex Savings Bank
Connecticut
$453K – – –
RFC
1282
Regions Financial Corp
Alabama
$451K -$5.98K -229 -1%
DWG
1283
Darden Wealth Group
Michigan
$451K +$3.63K +139 +0.8%
GSWM
1284
Golden State Wealth Management
California
$449K -$8.54K -327 -2%
VHAM
1285
Van Hulzen Asset Management
California
$445K -$9.66K -370 -2%
1SB
1286
1ST Source Bank
Indiana
$442K – – –
NHC
1287
Nicholas Hoffman & Company
Georgia
$441K -$5.69K -218 -1%
TC
1288
Trust Company
Kansas
$439K -$3.19M -122,090 -88%
LEFP
1289
Leading Edge Financial Planning
Tennessee
$439K +$36.3K +1,390 +9%
CWA
1290
Cura Wealth Advisors
Illinois
$438K +$120K +4,590 +38%
RMDI
1291
R.M. Davis Inc
Maine
$438K -$4.05K -155 -0.9%
PCM
1292
Prospera Capital Management
Arizona
$437K -$69.7K -2,670 -14%
CCA
1293
Carrera Capital Advisors
Michigan
$436K +$4.18K +160 +1%
PVI
1294
Pine Valley Investments
New Jersey
$435K -$184K -7,033 -30%
SFG
1295
Sovereign Financial Group
Connecticut
$433K +$34.3K +1,314 +9%
IPWA
1296
International Private Wealth Advisors
California
$432K -$21.3K -815 -5%
RWB
1297
RMR Wealth Builders
New Jersey
$432K +$13.6K +519 +3%
PCS
1298
Private Client Services
Kentucky
$430K -$17.1K -655 -4%
WHG
1299
Westwood Holdings Group
Texas
$428K – – –
4WM
1300
49 Wealth Management
Texas
$427K -$80.6K -3,087 -16%
50 51
52
53 54