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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
1576
Heck Capital Advisors
Wisconsin
$343K – – –
HWM
1577
Heirloom Wealth Management
Colorado
$343K – – –
GTAM
1578
Global Trust Asset Management
Florida
$343K – – –
FAN
1579
Financial Advisors Network
California
$342K -$96.5K -3,180 -22%
AWAG
1580
ARS Wealth Advisors Group
Florida
$342K +$338K +11,139 New
GC
1581
GatePass Capital
Ohio
$340K -$60.7K -2,000 -15%
LFA
1582
Laraway Financial Advisors
Minnesota
$339K +$334 +11 +0.1%
BWS
1583
Buck Wealth Strategies
Colorado
$338K -$31K -1,023 -8%
HC
1584
Hamilton Capital
Ohio
$338K +$23.3K +768 +8%
AFW
1585
Atlantic Family Wealth
Florida
$337K +$333K +10,988 New
SNBOSCI
1586
Security National Bank of Sioux City Iowa
Iowa
$335K -$4.25K -140 -1%
CTWM
1587
Cherry Tree Wealth Management
Minnesota
$335K – – –
HA
1588
Herold Advisors
New York
$334K +$331K +10,897 New
CRWM
1589
Castle Rock Wealth Management
California
$334K +$25.1K +826 +8%
DWM
1590
Destination Wealth Management
California
$333K -$207K -6,822 -39%
PRP
1591
Peak Retirement Planning
Ohio
$332K +$2.52K +83 +0.8%
RWA
1592
Roberts Wealth Advisors
California
$332K +$328K +10,809 New
NWM
1593
Northcape Wealth Management
New York
$331K – – –
FMWA
1594
Forvis Mazars Wealth Advisors
Missouri
$331K +$327K +10,794 New
AW
1595
Apricus Wealth
South Carolina
$330K +$971 +32 +0.3%
LFP
1596
Leeward Financial Partners
Washington
$330K – – –
AIP
1597
Almanack Investment Partners
Pennsylvania
$329K +$325K +10,710 New
VFG
1598
Valley Financial Group
Pennsylvania
$328K -$37.9K -1,250 -10%
FSWA
1599
Financial Synergies Wealth Advisors
Texas
$328K +$16.4K +539 +5%
BSTWA
1600
Blake Schutter Theil Wealth Advisors
Ohio
$324K +$1.64K +54 +0.5%
62 63
64
65 66