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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
GL
1376
Gerber LLC
Ohio
$255K -$63.9K -2,346 -21%
BAM
1377
Bosun Asset Management
Illinois
$254K -$73.6K -2,700 -23%
SP
1378
SIH Partners
Delaware
$254K +$245K +9,000 New
WAAG
1379
Wealth Alliance Advisory Group
Kansas
$251K +$245 +9 +0.1%
CMP
1380
Coston McIsaac & Partners
Maine
$251K +$73.3K +2,691 +43%
PWM
1381
Provident Wealth Management
Tennessee
$251K – – –
TCMP
1382
Thrive Capital Management (Pennsylvania)
Pennsylvania
$250K +$163 +6 +0.1%
CB
1383
Centennial Bank
Arkansas
$249K +$241K +8,841 New
LFA
1384
Laraway Financial Advisors
Minnesota
$249K +$241K +8,835 New
RGC
1385
Roberts, Glore & Co
Illinois
$249K – – –
LWM
1386
Laidlaw Wealth Management
New York
$247K +$20K +735 +9%
KFGK
1387
Keystone Financial Group (Kentucky)
Kentucky
$246K +$238K +8,742 New
TCOV
1388
Trust Company of Vermont
Vermont
$245K +$9.07K +333 +4%
BOC
1389
Bull Oak Capital
California
$243K +$235K +8,628 New
CF
1390
Convergence Financial
Missouri
$242K +$234K +8,583 New
SM
1391
Sensible Money
Arizona
$241K – – –
W
1392
WealthCollab
Washington
$240K -$49.8K -1,827 -18%
MCWS
1393
McKinley Carter Wealth Services
West Virginia
$237K -$49.8K -1,827 -18%
PMFA
1394
Plante Moran Financial Advisors
Michigan
$236K -$55.8K -2,049 -20%
TVAMP
1395
Tennessee Valley Asset Management Partners
Tennessee
$236K +$8.83K +324 +4%
LSA
1396
Lansing Street Advisors
Pennsylvania
$235K +$4.33K +159 +2%
MAS
1397
Meeder Advisory Services
Ohio
$231K +$224K +8,205 New
SSWM
1398
Smith Salley Wealth Management
North Carolina
$231K +$163 +6 +0.1%
SFG
1399
Sovereign Financial Group
Connecticut
$231K +$1.8K +66 +0.8%
CWM
1400
Calamos Wealth Management
Illinois
$231K – – –
54 55
56
57 58