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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
LOIP
1476
Live Oak Investment Partners
Texas
$161K – – –
CIR
1477
Clear Investment Research
Georgia
$146K – – –
SIS
1478
Sound Income Strategies
Florida
$145K +$15.6K +573 +12%
AWM
1479
Activest Wealth Management
Florida
$145K +$7.36K +270 +6%
MPWT
1480
MassMutual Private Wealth & Trust
Connecticut
$143K +$31.8K +1,167 +30%
FPFS
1481
First Personal Financial Services
North Carolina
$142K – – –
WAG
1482
Windsor Advisory Group
Ohio
$134K +$114K +4,185 +738%
FFO
1483
Fortitude Family Office
Arizona
$133K +$129K +4,725 New
TCG
1484
Transcendent Capital Group
Oklahoma
$133K -$26.5K -972 -17%
TSMHT
1485
Thurston Springer Miller Herd & Titak
Indiana
$133K -$74K -2,715 -37%
JWA
1486
JFS Wealth Advisors
Pennsylvania
$131K +$48K +1,761 +61%
PCM
1487
Palouse Capital Management
Washington
$129K -$981 -36 -0.8%
AWM
1488
Abound Wealth Management
Tennessee
$128K -$62.7K -2,301 -34%
DEM
1489
Disciplined Equity Management
Florida
$127K – – –
WPA
1490
West Paces Advisors
Georgia
$126K +$572 +21 +0.5%
GWM
1491
GSB Wealth Management
Connecticut
$124K -$325K -11,928 -73%
EWM
1492
Evermay Wealth Management
Virginia
$121K -$25K -918 -18%
PIP
1493
Peachtree Investment Partners
Florida
$118K +$13.5K +495 +13%
WWP
1494
WR Wealth Planners
Missouri
$114K +$106K +3,894 +2,596%
PWMG
1495
Prestige Wealth Management Group
New Jersey
$105K – – –
VAMG
1496
Voisard Asset Management Group
Michigan
$101K – – –
BA
1497
Ballast Advisors
Minnesota
$100K – – –
BL
1498
Balentine LLC
Georgia
$97K – – –
AT
1499
Avalon Trust
New Mexico
$96.4K – – –
RTL
1500
Red Tortoise LLC
Georgia
$91.4K +$1.06K +39 +1%
58 59
60
61 62