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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1526
Fi3 Financial Advisors
Indiana
$439K -$110K -3,463 -42%
SPWM
1527
Straight Path Wealth Management
Michigan
$437K +$45.5K +1,433 +12%
ZRP
1528
Zynergy Retirement Planning
New Jersey
$437K – – –
RP
1529
Rowlandmiller & Partners
Georgia
$435K +$508 +16 +0.1%
HC
1530
Hamilton Capital
Ohio
$434K +$84.9K +2,675 +24%
FPCG
1531
Forum Private Client Group
Indiana
$434K +$99.3K +3,129 +30%
SIM
1532
Studio Investment Management
Illinois
$433K -$4.95K -156 -1%
TWC
1533
TD Waterhouse Canada
Ontario, Canada
$431K -$639K -20,127 -60%
PWP
1534
Pursue Wealth Partners
California
$431K +$431K +13,584 New
WA
1535
Wealth Architects
California
$431K +$4.63K +146 +1%
CF
1536
Cyr Financial
Illinois
$430K -$6.76K -213 -2%
SAM
1537
Seelaus Asset Management
New Jersey
$426K +$139K +4,397 +49%
GCM
1538
Generation Capital Management
New York
$426K +$952 +30 +0.2%
FFC
1539
Frederick Financial Consultants
Maryland
$425K -$4.19K -132 -1%
SWM
1540
Stockman Wealth Management
Montana
$425K -$34.4K -1,085 -7%
BWM
1541
Bernicke Wealth Management
Wisconsin
$422K +$104K +3,284 +33%
TFA
1542
TrustWell Financial Advisors
Florida
$420K +$952 +30 +0.2%
LIM
1543
Loudon Investment Management
New Hampshire
$419K +$1.59K +50 +0.4%
TWIM
1544
TIAA Wealth Investment Management
New York
$419K +$382K +12,031 +1,106%
RFS
1545
RM Financial Services
Maine
$418K – – –
GGI
1546
Godsey & Gibb Inc
Virginia
$418K -$7.2K -227 -2%
PS
1547
Planning Strategies
Pennsylvania
$417K +$417K +13,156 New
RWM
1548
RKL Wealth Management
Pennsylvania
$417K +$1.21K +38 +0.3%
FHC
1549
First Horizon Corporation
Tennessee
$414K – – –
NC
1550
NovaPoint Capital
Georgia
$413K – – –
60 61
62
63 64