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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1326
Stockman Wealth Management
Montana
$401K -$8.15K -312 -2%
DWM
1327
DKM Wealth Management
California
$399K -$63.8K -2,443 -14%
CFP
1328
Cascade Financial Partners
California
$398K -$158K -6,045 -29%
OA
1329
Oxbow Advisors
Texas
$398K +$69.7K +2,667 +22%
CWA
1330
CM Wealth Advisors
Ohio
$394K – – –
AFAS
1331
Acorn Financial Advisory Services
Virginia
$391K +$92.6K +3,545 +32%
MWA
1332
Midland Wealth Advisors
Illinois
$390K -$93.2K -3,570 -20%
SLA
1333
Silver Lake Advisory
Utah
$389K +$3.6K +138 +0.9%
FAN
1334
Financial Advisors Network
California
$389K +$5.64K +216 +1%
CQWA
1335
Chokshi & Queen Wealth Advisors
California
$387K – – –
OWM
1336
OneAscent Wealth Management
Alabama
$387K -$64.9K -2,484 -15%
GA
1337
GoalVest Advisory
New York
$387K – – –
AIMC
1338
Alley Investment Management Company
Illinois
$386K -$18.3K -701 -5%
SIAP
1339
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$384K +$52 +2 +0%
NWMG
1340
National Wealth Management Group
Ohio
$383K -$13.5K -516 -3%
CWM
1341
Castle Wealth Management
Florida
$382K +$183 +7 +0%
BI
1342
Ballast Inc
Kentucky
$382K – – –
CMS
1343
Capital Market Strategies
Florida
$382K -$34.7K -1,328 -8%
AIC
1344
Argus Investors Counsel
New York
$381K – – –
SP
1345
Successful Portfolios
Florida
$381K -$12.2K -466 -3%
AFA
1346
AA Financial Advisors
Ohio
$381K +$29.7K +1,136 +9%
EW
1347
Element Wealth
Mississippi
$380K +$18.8K +719 +5%
GIM
1348
Glenmede Investment Management
Pennsylvania
$379K +$373K +14,301 New
LFA
1349
Legacy Financial Advisors
Kentucky
$378K -$1.75K -67 -0.5%
CAG
1350
Compass Advisory Group
New York
$378K +$28.1K +1,076 +8%
52 53
54
55 56