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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1501
GSB Wealth Management
Connecticut
$264K +$528K +20,205 +472%
HT
1502
Heritage Trust
Oklahoma
$263K -$86.9K -3,326 -25%
FFA
1503
Fi3 Financial Advisors
Indiana
$262K – – –
WWM
1504
Wolff Wiese Magana
California
$261K +$1.67K +64 +0.7%
RWRC
1505
R.W. Roge & Company
New York
$261K – – –
FA
1506
Financial Advisors
Massachusetts
$260K -$30.2K -1,156 -11%
PCFFS
1507
Pacific Center for Financial Services
California
$258K +$2.48K +95 +1%
CP
1508
Clarendon Private
Massachusetts
$258K +$1.91K +73 +0.8%
LMKC
1509
L.M. Kohn & Company
Ohio
$257K +$3.66K +140 +1%
NA
1510
Nautilus Advisors
California
$257K -$5.8K -222 -2%
AW
1511
Apricus Wealth
South Carolina
$256K +$2.32K +89 +0.9%
DIM
1512
Delta Investment Management
California
$256K +$24.9K +953 +11%
PW
1513
PUREfi Wealth
Massachusetts
$254K +$251K +9,600 New
SMG
1514
Smart Money Group
Texas
$253K -$204K -7,825 -45%
AIM
1515
Acropolis Investment Management
Missouri
$252K -$25.3K -968 -9%
OC
1516
Oakworth Capital
Alabama
$251K – – –
ACM
1517
AlphaStar Capital Management
North Carolina
$251K +$247K +9,471 New
LSPW
1518
Lake Street Private Wealth
Illinois
$250K +$247K +9,452 New
OWA
1519
Outlook Wealth Advisors
Texas
$250K – – –
MIM
1520
Marco Investment Management
Georgia
$248K – – –
CRWM
1521
Castle Rock Wealth Management
California
$248K +$239K +9,146 New
KFGK
1522
Keystone Financial Group (Kentucky)
Kentucky
$247K +$679 +26 +0.3%
PSP
1523
Pacific Sage Partners
Washington
$247K +$14.6K +560 +6%
ARC
1524
Advisor Resource Council
Texas
$247K -$734K -28,088 -75%
QWM
1525
Quadcap Wealth Management
Texas
$245K +$1.59K +61 +0.7%
59 60
61
62 63