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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1351
GoalVest Advisory
New York
$408K -$12K -429 -3%
SLA
1352
Silver Lake Advisory
Utah
$407K +$6.08K +218 +2%
SIAP
1353
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$405K +$403K +14,472 New
FAN
1354
Financial Advisors Network
California
$404K -$17.8K -639 -4%
CWM
1355
Castle Wealth Management
Florida
$403K +$112 +4 +0%
BI
1356
Ballast Inc
Kentucky
$403K – – –
TFM
1357
Trademark Financial Management
Minnesota
$403K -$15K -537 -4%
AIC
1358
Argus Investors Counsel
New York
$402K -$53.2K -1,909 -12%
LFA
1359
Legacy Financial Advisors
Kentucky
$401K -$25.7K -922 -6%
HWMO
1360
Heritage Wealth Management (Ohio)
Ohio
$400K +$9.14K +328 +2%
ATPW
1361
Ashton Thomas Private Wealth
Arizona
$399K +$5.69K +204 +1%
WE
1362
Wealth Effects
Massachusetts
$399K -$1.59K -57 -0.4%
BSCCG
1363
Blue Sky Capital Consultants Group
California
$398K +$1.84K +66 +0.5%
PA
1364
Procyon Advisors
Connecticut
$398K -$35.7K -1,280 -8%
PHWM
1365
Pine Harbor Wealth Management
Maryland
$397K – – –
DJSG
1366
D.J. St. Germain
Massachusetts
$397K -$26.1K -937 -6%
TWM
1367
Topsail Wealth Management
North Carolina
$395K – – –
RWM
1368
RKL Wealth Management
Pennsylvania
$395K +$28.9K +1,035 +8%
GCM
1369
Generation Capital Management
New York
$395K +$21.8K +781 +6%
SB
1370
Sunflower Bank
Texas
$394K +$12.5K +450 +3%
PCP
1371
Proficio Capital Partners
Massachusetts
$392K – – –
RCA
1372
Resonant Capital Advisors
Wisconsin
$390K +$95.6K +3,431 +33%
BWP
1373
Bernardo Wealth Planning
Pennsylvania
$389K +$10.2K +367 +3%
BKA
1374
Brick & Kyle Associates
Pennsylvania
$388K +$976 +35 +0.3%
LSL
1375
Legacy Solutions LLC
Pennsylvania
$387K +$4.07K +146 +1%
53 54
55
56 57