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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1351
Pure Financial Advisors
California
$385K -$95.4K -3,355 -19%
ATPW
1352
Ashton Thomas Private Wealth
Arizona
$384K +$400K +14,062 New
PCP
1353
Proficio Capital Partners
Massachusetts
$383K +$57.1K +2,007 +17%
HWMO
1354
Heritage Wealth Management (Ohio)
Ohio
$382K +$184K +6,475 +86%
BKA
1355
Brick & Kyle Associates
Pennsylvania
$382K -$29.8M -1,047,589 -99%
TIP
1356
Tandem Investment Partners
New Jersey
$381K +$397K +13,962 New
DSCM
1357
Del-Sette Capital Management
New York
$381K – – –
SWP
1358
SIMA Wealth Partners
Virginia
$379K -$5.8K -204 -1%
LSL
1359
Legacy Solutions LLC
Pennsylvania
$374K +$389K +13,700 New
CFG
1360
Copley Financial Group
California
$374K +$103K +3,628 +36%
SB
1361
Sunflower Bank
Texas
$372K – – –
GWANC
1362
Guardian Wealth Advisors (North Carolina)
North Carolina
$370K +$153K +5,392 +66%
EW
1363
Element Wealth
Mississippi
$370K -$10.7K -378 -3%
WI
1364
Wintrust Investments
Illinois
$370K +$12.9K +453 +3%
TCM
1365
TD Capital Management
Tennessee
$369K +$7.68K +270 +2%
DWP
1366
Daymark Wealth Partners
Ohio
$369K -$5.32K -187 -1%
OFS
1367
Oldfather Financial Services
Nebraska
$368K -$15.7K -551 -4%
BWP
1368
Bernardo Wealth Planning
Pennsylvania
$366K -$728K -25,598 -65%
TA
1369
TFG Advisers
Michigan
$366K +$47.4K +1,666 +14%
GCM
1370
Generation Capital Management
New York
$365K +$380K +13,350 New
UFA
1371
Uptown Financial Advisors
Texas
$365K +$380K +13,350 New
CAG
1372
Compass Advisory Group
New York
$364K +$2.42K +85 +0.6%
SC
1373
Stephens Consulting
Michigan
$364K -$314K -11,061 -45%
ONSWM
1374
Old North State Wealth Management
North Carolina
$364K +$1.11K +39 +0.3%
SWM
1375
Shakespeare Wealth Management
Wisconsin
$363K +$10.6K +373 +3%
53 54
55
56 57