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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1501
GK Wealth Management
Nevada
$267K +$278K +9,775 New
CP
1502
Creekside Partners
California
$267K +$881 +31 +0.3%
PAA
1503
Peregrine Asset Advisers
Oregon
$267K +$1.53K +54 +0.6%
GI
1504
GAMMA Investing
California
$266K – – –
SW
1505
SteelPeak Wealth
California
$266K -$2.02M -71,109 -88%
WWM
1506
Wolff Wiese Magana
California
$266K +$4.55K +160 +2%
SAG
1507
SageView Advisory Group
California
$265K +$1.28K +45 +0.5%
SSWM
1508
Smith Salley Wealth Management
North Carolina
$265K +$42.5K +1,495 +18%
MCM
1509
Mainstream Capital Management
California
$265K – – –
WJWM
1510
Williams Jones Wealth Management
New York
$264K -$233K -8,202 -46%
SIM
1511
Studio Investment Management
Illinois
$264K +$10.5K +368 +4%
FSWA
1512
Financial Synergies Wealth Advisors
Texas
$263K +$1.76K +62 +0.6%
CFS
1513
Commonwealth Financial Services
West Virginia
$263K +$53.2K +1,873 +24%
CP
1514
Clarendon Private
Massachusetts
$262K +$273K +9,589 New
PCFFS
1515
Pacific Center for Financial Services
California
$261K +$2.56K +90 +1%
DIA
1516
Dana Investment Advisors
Wisconsin
$260K +$58.7K +2,066 +28%
AW
1517
Alteri Wealth
California
$259K +$270K +9,489 New
AW
1518
Apricus Wealth
South Carolina
$259K +$3.52K +124 +1%
OC
1519
Oakworth Capital
Alabama
$259K -$967 -34 -0.4%
RWM
1520
Rockwood Wealth Management
Pennsylvania
$259K +$7.88K +277 +3%
SNBOSCI
1521
Security National Bank of Sioux City Iowa
Iowa
$258K -$15.8K -555 -6%
TVAMP
1522
Tennessee Valley Asset Management Partners
Tennessee
$258K +$30K +1,057 +13%
HWA
1523
HMV Wealth Advisors
Louisiana
$258K +$268K +9,427 New
RCAG
1524
Rehmann Capital Advisory Group
Michigan
$257K +$2.7K +95 +1%
KA
1525
Klingman & Associates
New York
$256K -$2.22K -78 -0.8%
59 60
61
62 63