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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
1301
Sanchez Wealth Management Group
Florida
$432K +$28 +1 +0%
CP
1302
Cornerstone Planning
North Carolina
$431K +$448K +15,773 New
BWM
1303
Brown Wealth Management
Illinois
$431K +$448K +15,773 New
HP
1304
Holistic Planning
Texas
$430K -$52.8K -1,858 -11%
CQWA
1305
Chokshi & Queen Wealth Advisors
California
$430K +$447K +15,735 New
GSWM
1306
Golden State Wealth Management
California
$429K +$446K +15,689 New
FSA
1307
Fort Sheridan Advisors
Illinois
$429K +$39.2K +1,380 +10%
CCA
1308
Carrera Capital Advisors
Michigan
$429K +$111K +3,916 +33%
HCM
1309
Howland Capital Management
Massachusetts
$427K -$68.2K -2,400 -13%
RWM
1310
Riverbend Wealth Management
South Carolina
$426K +$444K +15,601 New
1SB
1311
1ST Source Bank
Indiana
$425K -$1.85K -65 -0.4%
PA
1312
Procyon Advisors
Connecticut
$423K -$49.4K -1,736 -10%
TFGT
1313
TS Financial Group (TSFG)
Illinois
$423K -$5.34K -188 -1%
LA
1314
Lane & Associates
New Jersey
$421K +$430K +15,143 New
TSWM
1315
Triangle Securities Wealth Management
North Carolina
$421K +$438K +15,397 New
SA
1316
Strategic Advocates
Utah
$420K -$417K -14,681 -49%
DSC
1317
Duncker Streett & Co
Missouri
$418K – – –
HR
1318
Howe & Rusling
New York
$418K +$4.01K +141 +0.9%
LFA
1319
Legacy Financial Advisors
Kentucky
$417K – – –
AAG
1320
Armstrong Advisory Group
Massachusetts
$415K +$45.7K +1,609 +12%
AIMC
1321
Alley Investment Management Company
Illinois
$415K +$1.19K +42 +0.3%
LEFP
1322
Leading Edge Financial Planning
Tennessee
$415K +$26K +915 +6%
CTWM
1323
Cherry Tree Wealth Management
Minnesota
$414K – – –
DJSG
1324
D.J. St. Germain
Massachusetts
$414K -$272K -9,555 -39%
PMSA
1325
Patrick M. Sweeney & Associates
Illinois
$413K +$13.5K +475 +3%
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