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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1501
TrustWell Financial Advisors
Florida
$405K +$401K +13,216 New
RFS
1502
RM Financial Services
Maine
$405K – – –
LIM
1503
Loudon Investment Management
New Hampshire
$404K +$1.52K +50 +0.4%
RWM
1504
RKL Wealth Management
Pennsylvania
$402K -$4.09K -135 -1%
LW
1505
Linscomb Wealth
Texas
$400K +$396K +13,045 New
FHC
1506
First Horizon Corporation
Tennessee
$400K -$41.3K -1,363 -9%
NC
1507
NovaPoint Capital
Georgia
$400K – – –
FFWM
1508
Future Financial Wealth Management
Ohio
$399K +$8.68K +286 +2%
HI
1509
Hendershot Investments
Virginia
$397K +$188K +6,200 +92%
RWP
1510
Ridgeline Wealth Planning
Ohio
$396K -$3.09K -102 -0.8%
GF
1511
GGM Financials
Ohio
$395K +$910 +30 +0.2%
IWP
1512
Innova Wealth Partners
Pennsylvania
$394K +$390K +12,846 New
CSC
1513
Caldwell Sutter Capital
California
$393K +$40.4K +1,333 +12%
PIWA
1514
Prevail Innovative Wealth Advisors
Kansas
$393K – – –
MW
1515
Maia Wealth
Colorado
$392K -$9.46K -312 -2%
UFA
1516
Uptown Financial Advisors
Texas
$391K -$18.2K -600 -4%
VF
1517
Vista Finance
Missouri
$391K +$387K +12,750 New
SNBOSD
1518
Security National Bank of So Dak
Iowa
$391K -$5.86K -193 -1%
AFA
1519
Amicus Financial Advisors
Texas
$388K +$61 +2 +0%
HAP
1520
Harbor Asset Planning
Massachusetts
$388K +$2.58K +85 +0.7%
SWM
1521
Shakespeare Wealth Management
Wisconsin
$387K -$9.19K -303 -2%
CFP
1522
Cascade Financial Partners
California
$386K -$22.1K -728 -5%
1IA
1523
1620 Investment Advisors
Massachusetts
$386K -$38K -1,253 -9%
SSW
1524
Stone Summit Wealth
Florida
$385K – – –
BRPW
1525
Ballast Rock Private Wealth
South Carolina
$385K +$33.7K +1,112 +10%
59 60
61
62 63