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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1476
Strategic Advisors
New York
$435K +$119K +3,926 +38%
TWM
1477
Topsail Wealth Management
North Carolina
$434K – – –
IPAM
1478
Investment Partners Asset Management
New Jersey
$434K -$9.1K -300 -2%
LBC
1479
Lowe Brockenbrough & Co
Virginia
$432K – – –
CAG
1480
Compass Advisory Group
New York
$431K +$43K +1,419 +11%
LWM
1481
Lodestone Wealth Management
Washington
$428K +$77.7K +2,560 +22%
AFAS
1482
Acorn Financial Advisory Services
Virginia
$428K -$103K -3,384 -20%
ONSWM
1483
Old North State Wealth Management
North Carolina
$426K -$1.06K -35 -0.3%
AW
1484
Avion Wealth
Texas
$425K +$415K +13,692 +8,199%
ONB
1485
Old National Bancorp
Indiana
$424K -$35.8K -1,179 -8%
SM
1486
Sensible Money
Arizona
$424K -$59.6K -1,964 -12%
SIM
1487
Studio Investment Management
Illinois
$423K +$5.07K +167 +1%
ZRP
1488
Zynergy Retirement Planning
New Jersey
$423K -$46.1K -1,520 -10%
GAM
1489
Grandview Asset Management
Pennsylvania
$422K +$19.9K +656 +6%
CF
1490
Cyr Financial
Illinois
$422K -$154K -5,085 -27%
RP
1491
Rowlandmiller & Partners
Georgia
$420K +$92.1K +3,037 +28%
CCMG
1492
Clark Capital Management Group
Pennsylvania
$420K +$129K +4,263 +45%
CPA
1493
Clear Point Advisors
New York
$419K +$41.9K +1,381 +11%
RFW
1494
Redwood Family Wealth
Texas
$418K +$18K +594 +5%
WE
1495
Wealth Effects
Massachusetts
$416K – – –
FFC
1496
Frederick Financial Consultants
Maryland
$416K +$117K +3,861 +40%
WA
1497
Wealth Architects
California
$412K +$1.15K +38 +0.3%
GCM
1498
Generation Capital Management
New York
$411K -$21.8K -720 -5%
GGI
1499
Godsey & Gibb Inc
Virginia
$411K +$14.9K +491 +4%
WA
1500
Winter & Associates
Minnesota
$408K -$9.28K -306 -2%
58 59
60
61 62