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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
ZF
1626
Zega Financial
Florida
– -$219K -8,166 Closed
DWM
1627
Destination Wealth Management
California
– -$216K -8,052 Closed
MCM
1628
Morton Capital Management
California
– -$211K -7,851 Closed
WJWM
1629
Williams Jones Wealth Management
New York
– -$210K -7,830 Closed
BB
1630
Bell Bank
North Dakota
– -$210K -7,818 Closed
LCM
1631
Lazari Capital Management
California
– -$210K -7,800 Closed
1IA
1632
1834 Investment Advisors
Wisconsin
– -$207K -7,716 Closed
ACS
1633
Archford Capital Strategies
Illinois
– -$204K -7,584 Closed
TWM
1634
TMD Wealth Management
Arizona
– -$203K -7,560 Closed
PAM
1635
Peak Asset Management
Colorado
– -$202K -7,500 Closed
AP
1636
Adero Partners
California
– -$200K -7,449 Closed
WIC
1637
Woodmont Investment Counsel
Tennessee
– -$156K -5,820 Closed
IWA
1638
Icon Wealth Advisors
Texas
– -$125K -4,647 Closed
VL
1639
Vima LLC
Michigan
– -$111K -4,566 Closed
MJRIC
1640
Mogy Joel R Investment Counsel
California
– -$112K -4,155 Closed
VC
1641
Vestor Capital
Illinois
– -$95K -3,540 Closed
VWA
1642
Valued Wealth Advisors
Utah
– -$80.6K -3,000 Closed
LWANC
1643
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$72.6K -2,700 Closed
BWP
1644
Baldwin Wealth Partners
Massachusetts
– -$44.3K -1,647 Closed
MIM
1645
MTM Investment Management
South Carolina
– -$38.2K -1,422 Closed
WIM
1646
Westside Investment Management
California
– -$32.3K -1,200 Closed
CWM
1647
CarsonAllaria Wealth Management
Illinois
– -$25.9K -963 Closed
DCM
1648
Davidson Capital Management
Texas
– -$25.9K -963 Closed
SWM
1649
Sugarloaf Wealth Management
Georgia
– -$21.5K -801 Closed
DIP
1650
DT Investment Partners
Pennsylvania
– -$16.2K -603 Closed
63 64 65
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