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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
WJWM
1626
Williams Jones Wealth Management
New York
– -$210K -7,830 Closed
BB
1627
Bell Bank
North Dakota
– -$210K -7,818 Closed
LCM
1628
Lazari Capital Management
California
– -$210K -7,800 Closed
1IA
1629
1834 Investment Advisors
Wisconsin
– -$207K -7,716 Closed
ACS
1630
Archford Capital Strategies
Illinois
– -$204K -7,584 Closed
TWM
1631
TMD Wealth Management
Arizona
– -$203K -7,560 Closed
PAM
1632
Peak Asset Management
Colorado
– -$202K -7,500 Closed
AP
1633
Adero Partners
California
– -$200K -7,449 Closed
WIC
1634
Woodmont Investment Counsel
Tennessee
– -$156K -5,820 Closed
IWA
1635
Icon Wealth Advisors
Texas
– -$125K -4,647 Closed
VL
1636
Vima LLC
Michigan
– -$111K -4,566 Closed
MJRIC
1637
Mogy Joel R Investment Counsel
California
– -$112K -4,155 Closed
VC
1638
Vestor Capital
Illinois
– -$95K -3,540 Closed
VWA
1639
Valued Wealth Advisors
Utah
– -$80.6K -3,000 Closed
LWANC
1640
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$72.6K -2,700 Closed
BWP
1641
Baldwin Wealth Partners
Massachusetts
– -$44.3K -1,647 Closed
MIM
1642
MTM Investment Management
South Carolina
– -$38.2K -1,422 Closed
WIM
1643
Westside Investment Management
California
– -$32.3K -1,200 Closed
CWM
1644
CarsonAllaria Wealth Management
Illinois
– -$25.9K -963 Closed
DCM
1645
Davidson Capital Management
Texas
– -$25.9K -963 Closed
SWM
1646
Sugarloaf Wealth Management
Georgia
– -$21.5K -801 Closed
DIP
1647
DT Investment Partners
Pennsylvania
– -$16.2K -603 Closed
CJ
1648
Caitlin John
Michigan
– -$14K -522 Closed
TCM
1649
Tradewinds Capital Management
Washington
– -$13.7K -510 Closed
IPW
1650
Impact Partnership Wealth
Georgia
– -$13K -483 Closed
63 64 65
66
67