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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIM
1351
Zacks Investment Management
Illinois
$613K -$18.9K -595 -3%
OC
1352
Optima Capital
Oregon
$612K +$3.17K +100 +0.5%
PFA
1353
Pure Financial Advisors
California
$611K +$92.8K +2,925 +18%
RCWM
1354
Red Crane Wealth Management
California
$611K -$9.14K -288 -1%
BWP
1355
BSW Wealth Partners
Colorado
$611K -$75K -2,364 -11%
GT
1356
Glenmede Trust
Pennsylvania
$609K -$69.7K -2,197 -10%
WCM
1357
Weik Capital Management
Pennsylvania
$606K -$211K -6,650 -26%
MWP
1358
Meriwether Wealth & Planning
Louisiana
$604K +$4.16K +131 +0.7%
BCP
1359
Blue Chip Partners
Michigan
$601K -$6.6K -208 -1%
GAA
1360
Global Assets Advisory
Florida
$601K +$596K +18,790 New
CPCM
1361
Cardinal Point Capital Management
Ontario, Canada
$600K -$54.4K -1,716 -8%
OWA
1362
Octavia Wealth Advisors
Ohio
$600K -$45.1K -1,422 -7%
FFC
1363
First Financial Corp
Indiana
$600K -$33.9K -1,069 -5%
FCP
1364
Fidelis Capital Partners
Florida
$599K -$62K -1,953 -9%
AA
1365
Argent Advisors
Louisiana
$599K -$213K -6,700 -26%
FA
1366
FC Advisory
Pennsylvania
$599K +$1.33K +42 +0.2%
PNFS
1367
PW Nova Financial Services
Pennsylvania
$596K -$2.22K -70 -0.4%
TWP
1368
Triad Wealth Partners
Kansas
$594K +$18.1K +572 +3%
ALWM
1369
Andrews Lucia Wealth Management
California
$593K – – –
MI
1370
Markowski Investments
Florida
$590K +$590K +18,606 New
HCM
1371
Howland Capital Management
Massachusetts
$588K +$102K +3,224 +21%
SW
1372
SMART Wealth
Nebraska
$587K +$297K +9,347 +102%
TFGT
1373
TS Financial Group (TSFG)
Illinois
$584K +$2.6K +82 +0.4%
CFGW
1374
Chancellor Financial Group WB
Pennsylvania
$583K +$584K +18,400 New
SWM
1375
Sherman Wealth Management
Maryland
$582K -$18.9K -595 -3%
53 54
55
56 57