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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1551
Secure Asset Management
Michigan
$413K -$46.4K -1,462 -10%
WF
1552
WealthPoint Financial
North Carolina
$412K +$27.3K +861 +7%
HI
1553
Hendershot Investments
Virginia
$411K – – –
ONB
1554
Old National Bancorp
Indiana
$410K -$27.9K -879 -6%
CI
1555
CX Institutional
Indiana
$410K +$227K +7,147 +123%
BRPW
1556
Ballast Rock Private Wealth
South Carolina
$410K +$11.6K +366 +3%
FA
1557
Flagstar Advisors
New York
$409K +$52.6K +1,658 +15%
GF
1558
GGM Financials
Ohio
$409K +$888 +28 +0.2%
GHA
1559
GW Henssler & Associates
Georgia
$407K +$15.7K +495 +4%
FFG
1560
Frisch Financial Group
New York
$406K -$46K -1,449 -10%
CAG
1561
Compass Advisory Group
New York
$406K -$39.6K -1,249 -9%
PIWA
1562
Prevail Innovative Wealth Advisors
Kansas
$406K – – –
SEP
1563
Signature Equity Partners
Ohio
$406K +$37.1K +1,170 +10%
TIP
1564
Tandem Investment Partners
New Jersey
$406K +$33.1K +1,043 +9%
NA
1565
Nautilus Advisors
California
$405K +$100K +3,152 +34%
HIS
1566
Horizon Investment Services
Indiana
$405K +$22K +693 +6%
UFA
1567
Uptown Financial Advisors
Texas
$404K – – –
VF
1568
Vista Finance
Missouri
$404K – – –
HAP
1569
Harbor Asset Planning
Massachusetts
$403K +$2.51K +79 +0.6%
AFA
1570
Amicus Financial Advisors
Texas
$402K +$254 +8 +0.1%
UF
1571
Univest Financial
Pennsylvania
$401K +$22K +692 +6%
MWA
1572
Medallion Wealth Advisors
Connecticut
$401K -$139K -4,392 -26%
WA
1573
Winter & Associates
Minnesota
$401K -$21.3K -672 -5%
SWM
1574
Shakespeare Wealth Management
Wisconsin
$400K – – –
FBC
1575
Fairfield, Bush & Co
Connecticut
$400K +$14.6K +461 +4%
61 62
63
64 65