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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
GF
1401
GGM Financials
Ohio
$338K +$888 +34 +0.3%
EWM
1402
Evolution Wealth Management
Florida
$338K +$333K +12,752 New
HIS
1403
Horizon Investment Services
Indiana
$337K -$177K -6,795 -35%
CAL
1404
Capital Advisors Ltd
Ohio
$335K +$49.6K +1,900 +18%
DJSG
1405
D.J. St. Germain
Massachusetts
$334K -$41.7K -1,595 -11%
SSW
1406
Stone Summit Wealth
Florida
$333K – – –
CLP
1407
Charis Legacy Partners
Texas
$332K -$248K -9,511 -43%
RCAG
1408
Rehmann Capital Advisory Group
Michigan
$331K +$70.9K +2,713 +28%
HKIMG
1409
Hutchens & Kramer Investment Management Group
Indiana
$331K -$38.3K -1,467 -11%
SWM
1410
SK Wealth Management
Rhode Island
$329K +$3.21K +123 +1%
PA
1411
Promethium Advisors
Maryland
$327K -$261K -9,987 -45%
PGF
1412
Plan Group Financial
Oklahoma
$327K -$322K -12,321 -50%
FWCM
1413
Ferguson Wellman Capital Management
Oregon
$326K +$1.2K +46 +0.4%
FPCG
1414
Forum Private Client Group
Indiana
$325K +$320K +12,261 New
MAG
1415
Members Advisory Group
New York
$324K -$11.9K -454 -4%
VWM
1416
Vigilare Wealth Management
Arizona
$324K -$109K -4,189 -26%
SIC
1417
Sage Investment Counsel
Tennessee
$322K -$105K -4,015 -25%
NAM
1418
NorthCrest Asset Manangement
Minnesota
$321K -$954K -36,512 -76%
BSCCG
1419
Blue Sky Capital Consultants Group
California
$321K -$55.4K -2,120 -15%
JCM
1420
J2 Capital Management
Michigan
$321K – – –
SWP
1421
SIMA Wealth Partners
Virginia
$321K +$157 +6 +0%
PWM
1422
PTM Wealth Management
United States
$321K +$10.6K +406 +4%
KA
1423
Klingman & Associates
New York
$319K -$4.65K -178 -1%
FFA
1424
Fairfield Financial Advisors
Massachusetts
$318K +$314K +12,009 New
WTC
1425
WhitTier Trust Company
Nevada
$318K – – –
55 56
57
58 59