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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1326
Jupiter Wealth Management
Colorado
$410K +$409K +15,000 New
AIMC
1327
Alley Investment Management Company
Illinois
$405K +$7.12K +261 +2%
SLA
1328
Silver Lake Advisory
Utah
$405K +$3.71K +136 +0.9%
FA
1329
FSA Advisors
Michigan
$403K +$403K +14,775 New
TIP
1330
Tandem Investment Partners
New Jersey
$402K +$21.3K +782 +6%
AFS
1331
Access Financial Services
Minnesota
$402K -$121K -4,423 -23%
CQWA
1332
Chokshi & Queen Wealth Advisors
California
$399K – – –
GA
1333
GoalVest Advisory
New York
$398K – – –
PWM
1334
Prosperity Wealth Management
California
$397K +$9.55K +350 +2%
PRP
1335
Peak Retirement Planning
Ohio
$397K +$160K +5,866 +68%
SWM
1336
Stockman Wealth Management
Montana
$396K -$17.1K -625 -4%
SIAP
1337
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$395K +$55 +2 +0%
HIA
1338
Harbor Investment Advisory
Maryland
$394K +$11.2K +410 +3%
BI
1339
Ballast Inc
Kentucky
$394K – – –
SA
1340
Strategic Advocates
Utah
$393K +$3.74K +137 +1%
AIC
1341
Argus Investors Counsel
New York
$392K -$682 -25 -0.2%
RWP
1342
Ridgeline Wealth Planning
Ohio
$390K -$29.6K -1,085 -7%
GG
1343
GenWealth Group
New Jersey
$389K +$389K +14,256 New
GIM
1344
Glenmede Investment Management
Pennsylvania
$388K -$2.46K -90 -0.6%
LFA
1345
Legacy Financial Advisors
Kentucky
$386K -$3.14K -115 -0.8%
TWM
1346
Topsail Wealth Management
North Carolina
$386K – – –
GCM
1347
Generation Capital Management
New York
$386K – – –
SB
1348
Sunflower Bank
Texas
$384K – – –
LBC
1349
Lowe Brockenbrough & Co
Virginia
$384K -$318K -11,655 -45%
BC
1350
Bulwark Capital
Florida
$383K -$1.21M -44,228 -76%
52 53
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55 56