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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
1326
Iams Wealth Management
Nebraska
$429K -$458K -16,439 -52%
HCM
1327
Howland Capital Management
Massachusetts
$429K -$8.06K -289 -2%
DSC
1328
Duncker Streett & Co
Missouri
$428K +$84 +3 +0%
AIMC
1329
Alley Investment Management Company
Illinois
$427K +$2.37K +85 +0.6%
SA
1330
Strategic Advisors
New York
$426K +$18.7K +672 +5%
LEFP
1331
Leading Edge Financial Planning
Tennessee
$424K – – –
MHR
1332
Matthew Hamilton Rosenberg
$423K +$8.72K +313 +2%
TF
1333
Tenon Financial
New Jersey
$423K +$139 +5 +0%
SFG
1334
Sovereign Financial Group
Connecticut
$420K +$26.2K +940 +7%
FFO
1335
Fiduciary Family Office
Florida
$419K +$418K +15,000 New
WJWM
1336
Williams Jones Wealth Management
New York
$419K +$148K +5,303 +55%
NWMG
1337
National Wealth Management Group
Ohio
$419K +$96.1K +3,449 +30%
EP
1338
Edgestream Partners
New Jersey
$418K +$417K +14,953 New
FA
1339
Fountainhead AM
New Jersey
$418K +$3.57K +128 +0.9%
CWA
1340
CM Wealth Advisors
Ohio
$416K – – –
KWS
1341
Keystone Wealth Services
California
$415K +$3.71K +133 +0.9%
AAG
1342
Armstrong Advisory Group
Massachusetts
$415K – – –
PK
1343
Pflug Koory
Nebraska
$415K -$42.3K -1,519 -9%
SP
1344
Successful Portfolios
Florida
$415K -$6.47K -232 -2%
4A
1345
4Wealth Advisors
Illinois
$413K -$99.9K -3,583 -20%
PMFA
1346
Plante Moran Financial Advisors
Michigan
$413K +$19K +681 +5%
NCFG
1347
New Century Financial Group
New Jersey
$410K -$52K -1,867 -11%
FHA
1348
First Horizon Advisors
Tennessee
$409K +$367K +13,152 +895%
CQWA
1349
Chokshi & Queen Wealth Advisors
California
$409K -$31.1K -1,115 -7%
SA
1350
Strategic Advocates
Utah
$409K -$20.8K -746 -5%
52 53
54
55 56