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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
GTAM
1376
Global Trust Asset Management
Florida
$357K +$153K +5,840 +77%
SIM
1377
Studio Investment Management
Illinois
$357K +$26.5K +1,016 +8%
ME
1378
McIlrath & Eck
Washington
$354K +$3.37K +129 +1%
UFA
1379
Uptown Financial Advisors
Texas
$354K – – –
SC
1380
Sepio Capital
Utah
$352K +$11.5K +440 +3%
AIA
1381
AssuredPartners Investment Advisors
Florida
$351K -$4.19M -160,581 -92%
RWM
1382
RKL Wealth Management
Pennsylvania
$350K -$24.8K -948 -7%
GWANC
1383
Guardian Wealth Advisors (North Carolina)
North Carolina
$349K -$11.6K -444 -3%
WE
1384
Wealth Effects
Massachusetts
$348K -$29.5K -1,131 -8%
CAG
1385
Centerpoint Advisory Group
Kansas
$348K – – –
CC
1386
Citrine Capital
California
$347K – – –
PA
1387
Procyon Advisors
Connecticut
$347K -$29.9K -1,143 -8%
GHA
1388
GW Henssler & Associates
Georgia
$346K -$105K -4,003 -23%
ONSWM
1389
Old North State Wealth Management
North Carolina
$346K -$5.75K -220 -2%
NC
1390
NovaPoint Capital
Georgia
$345K – – –
NP
1391
NorthRock Partners
Minnesota
$345K -$16K -613 -5%
PHWM
1392
Pine Harbor Wealth Management
Maryland
$344K -$31.9K -1,221 -9%
BWS
1393
Buck Wealth Strategies
Colorado
$344K +$93.1K +3,565 +38%
MCWA
1394
Meadow Creek Wealth Advisors
Georgia
$343K – – –
SNBOSD
1395
Security National Bank of So Dak
Iowa
$343K – – –
SWM
1396
Shakespeare Wealth Management
Wisconsin
$343K – – –
YP
1397
YANKCOM Partnership
South Dakota
$342K – – –
GWMR
1398
GC Wealth Management RIA
Massachusetts
$342K +$74.7K +2,859 +28%
LSIA
1399
LaSalle St. Investment Advisors
Illinois
$341K -$3.7M -141,752 -92%
PWMG
1400
Pinnacle Wealth Management Group
Michigan
$340K +$836 +32 +0.3%
54 55
56
57 58