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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
WW
1501
Waterfront Wealth
Kansas
$449K +$65.2K +2,054 +17%
TWM
1502
Topsail Wealth Management
North Carolina
$448K – – –
IPAM
1503
Investment Partners Asset Management
New Jersey
$448K +$127 +4 +0%
Q1WB
1504
Quest 10 Wealth Builders
Virginia
$447K +$408K +12,876 +1,054%
HIA
1505
Harbor Investment Advisory
Maryland
$447K -$10.7K -336 -2%
LBC
1506
Lowe Brockenbrough & Co
Virginia
$446K – – –
SLC
1507
Second Line Capital
Louisiana
$445K +$1.55K +49 +0.4%
ONSWM
1508
Old North State Wealth Management
North Carolina
$444K +$3.43K +108 +0.8%
AIM
1509
Acropolis Investment Management
Missouri
$442K -$12.3K -388 -3%
SDWMA
1510
Schneider Downs Wealth Management Advisors
Pennsylvania
$442K +$442K +13,940 New
AW
1511
Avion Wealth
Texas
$442K +$3.46K +109 +0.8%
LEFP
1512
Leading Edge Financial Planning
Tennessee
$442K -$24.9K -784 -5%
TC
1513
TAGStone Capital
North Carolina
$441K +$441K +13,911 New
LI
1514
Lafayette Investments
Maryland
$441K +$441K +13,910 New
FFWM
1515
Future Financial Wealth Management
Ohio
$441K +$13.6K +428 +3%
FFA
1516
Fi3 Financial Advisors
Indiana
$439K -$110K -3,463 -42%
SPWM
1517
Straight Path Wealth Management
Michigan
$437K +$45.5K +1,433 +12%
ZRP
1518
Zynergy Retirement Planning
New Jersey
$437K – – –
RP
1519
Rowlandmiller & Partners
Georgia
$435K +$508 +16 +0.1%
HC
1520
Hamilton Capital
Ohio
$434K +$84.9K +2,675 +24%
FPCG
1521
Forum Private Client Group
Indiana
$434K +$99.3K +3,129 +30%
SIM
1522
Studio Investment Management
Illinois
$433K -$4.95K -156 -1%
TWC
1523
TD Waterhouse Canada
Ontario, Canada
$431K -$639K -20,127 -60%
PWP
1524
Pursue Wealth Partners
California
$431K +$431K +13,584 New
WA
1525
Wealth Architects
California
$431K +$4.63K +146 +1%
59 60
61
62 63