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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1326
Drive Wealth Management
Utah
$286K +$277K +10,164 New
HIA
1327
Harbor Investment Advisory
Maryland
$286K +$74.8K +2,745 +37%
NEWAS
1328
N.E.W. Advisory Services
Wisconsin
$286K +$276K +10,149 New
AIM
1329
Acropolis Investment Management
Missouri
$285K – – –
WFA
1330
West Financial Advisors
Iowa
$283K – – –
CFG
1331
Copley Financial Group
California
$283K +$274K +10,059 New
GWMR
1332
GC Wealth Management RIA
Massachusetts
$283K – – –
FMWA
1333
Forvis Mazars Wealth Advisors
Missouri
$283K +$30.9K +1,134 +13%
MCWA
1334
Meadow Creek Wealth Advisors
Georgia
$282K – – –
SNBOSCI
1335
Security National Bank of Sioux City Iowa
Iowa
$282K – – –
TWA
1336
TCI Wealth Advisors
Arizona
$282K +$272K +10,002 New
BFA
1337
Beacon Financial Advisory
Ohio
$282K +$272K +9,993 New
WA
1338
Waterford Advisors
New York
$281K – – –
SIC
1339
Samalin Investment Counsel
New York
$279K +$13.2K +486 +5%
DW30
1340
Drucker Wealth 3.0
New Jersey
$279K -$15.3K -561 -5%
GWP
1341
Gateway Wealth Partners
Wisconsin
$278K +$269K +9,882 New
CC
1342
Callan Capital
California
$278K -$264K -9,678 -49%
FFA
1343
Fi3 Financial Advisors
Indiana
$278K +$269K +9,873 New
RWRC
1344
R.W. Roge & Company
New York
$277K +$18.4K +675 +7%
UF
1345
Univest Financial
Pennsylvania
$277K +$268K +9,822 New
SFP
1346
Strategic Financial Partners
Oregon
$276K +$5.15K +189 +2%
C
1347
Certuity
Florida
$276K -$562K -20,637 -68%
GI
1348
GAMMA Investing
California
$275K +$96.3K +3,534 +57%
GC
1349
GFG Capital
Florida
$275K – – –
RBCM
1350
Raub Brock Capital Management
California
$274K +$5.07K +186 +2%
52 53
54
55 56