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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
1651
LOM Asset Management
$297K +$36.7K +1,210 +14%
FGA
1652
Fortis Group Advisors
New Jersey
$296K +$24.5K +808 +10%
JBA
1653
Johnson Bixby & Associates
Washington
$296K – – –
HAM
1654
Harmony Asset Management
Arizona
$294K +$10.7K +354 +4%
HCP
1655
Hardin Capital Partners
South Carolina
$293K +$290K +9,551 New
RF
1656
Rossby Financial
Florida
$293K +$156K +5,153 +116%
PGFG
1657
Pine Grove Financial Group
Minnesota
$292K +$9.04K +298 +3%
OC
1658
Oakworth Capital
Alabama
$291K – – –
AFP
1659
ATLas Financial Planning
Georgia
$290K -$178K -5,867 -38%
I
1660
INVST
Indiana
$287K -$468K -15,439 -62%
NA
1661
Nautilus Advisors
California
$287K +$1.33K +44 +0.5%
TCMP
1662
Thrive Capital Management (Pennsylvania)
Pennsylvania
$287K +$9.28K +306 +3%
GAFA
1663
Garton & Associates Financial Advisors
Kentucky
$285K -$116K -3,826 -29%
TDB
1664
Thompson David Blair
$285K -$552K -18,184 -66%
BWG
1665
Boomfish Wealth Group
Georgia
$284K +$281K +9,273 New
IWB
1666
Innovative Wealth Building
Maryland
$283K +$18.6K +612 +7%
BC
1667
Bulwark Capital
Florida
$283K -$62K -2,044 -18%
IPWA
1668
International Private Wealth Advisors
California
$281K -$98.5K -3,247 -26%
SW
1669
SMART Wealth
Nebraska
$281K +$278K +9,150 New
DJSG
1670
D.J. St. Germain
Massachusetts
$281K -$9.1K -300 -3%
OAS
1671
Optivise Advisory Services
Tennessee
$281K +$278K +9,148 New
BLC
1672
Brown, Lisle/Cummings
Rhode Island
$280K +$12.1K +400 +5%
MB
1673
MidFirst Bank
Oklahoma
$280K -$698 -23 -0.3%
CA
1674
Claro Advisors
Massachusetts
$280K -$211K -6,969 -43%
PA
1675
Procyon Advisors
Connecticut
$279K -$44.9K -1,479 -14%
65 66
67
68 69