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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1301
Vigilare Wealth Management
Arizona
$459K +$198K +7,109 +76%
CCAM
1302
Cascades Capital Asset Management
North Carolina
$457K +$456K +16,350 New
CCA
1303
Carrera Capital Advisors
Michigan
$456K +$17.3K +621 +4%
SGI
1304
Summit Global Investments
Utah
$454K -$10.4M -372,521 -96%
WHG
1305
Westwood Holdings Group
Texas
$452K – – –
SIC
1306
Sage Investment Counsel
Tennessee
$452K +$174K +6,250 +63%
SWA
1307
Sax Wealth Advisors
New Jersey
$450K +$242K +8,686 +117%
LRPA
1308
L. Roy Papp & Associates
Arizona
$450K – – –
ICCON
1309
Investment Counsel Company of Nevada
Nevada
$449K -$8.47K -304 -2%
WA
1310
Wealthstar Advisors
Texas
$447K – – –
KWM
1311
Kingsman Wealth Management
Florida
$446K +$445K +15,954 New
NFC
1312
Northeast Financial Consultants
Connecticut
$446K – – –
HP
1313
Holistic Planning
Texas
$445K +$5.21K +187 +1%
SWMG
1314
Sanchez Wealth Management Group
Florida
$443K – – –
CTWM
1315
Cherry Tree Wealth Management
Minnesota
$441K +$17.6K +631 +4%
PCA
1316
Prosperity Capital Advisors
Ohio
$441K +$76.4K +2,740 +21%
BWM
1317
Brown Wealth Management
Illinois
$441K – – –
RWB
1318
RMR Wealth Builders
New Jersey
$441K +$31.4K +1,126 +8%
PMSA
1319
Patrick M. Sweeney & Associates
Illinois
$440K +$18K +645 +4%
CMS
1320
Capital Market Strategies
Florida
$440K -$1.04M -37,471 -70%
FFC
1321
Frederick Financial Consultants
Maryland
$438K -$18.5K -662 -4%
TA
1322
TFG Advisers
Michigan
$435K +$60.2K +2,160 +16%
TSWM
1323
Triangle Securities Wealth Management
North Carolina
$434K +$3.48K +125 +0.8%
SWM
1324
Stockman Wealth Management
Montana
$432K -$70.4K -2,527 -14%
SAM
1325
Seelaus Asset Management
New Jersey
$431K -$84.8K -3,042 -16%
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