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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1676
Provident Wealth Management
Tennessee
$279K +$5.88K +194 +2%
HIC
1677
Hamrick Investment Counsel
Washington
$279K +$6.13K +202 +2%
AIC
1678
Argus Investors Counsel
New York
$278K -$153K -5,050 -36%
WAS
1679
WESPAC Advisors SoCal
California
$278K -$67.1K -2,211 -20%
KA
1680
Klingman & Associates
New York
$278K +$2.18K +72 +0.8%
WFAG
1681
Worth Financial Advisory Group
North Carolina
$278K -$3.68M -121,427 -100%
SAM
1682
Seelaus Asset Management
New Jersey
$278K -$59.2K -1,952 -18%
CAG
1683
Crestwood Advisors Group
Massachusetts
$277K +$274K +9,033 New
YIH
1684
Y-Intercept (HK)
Hong Kong
$277K -$582K -19,197 -68%
HA
1685
Harfst & Associates
Wyoming
$277K +$12.1K +398 +5%
PW
1686
PUREfi Wealth
Massachusetts
$276K – – –
WDL
1687
Well Done LLC
Michigan
$276K – – –
HPCM
1688
Hunter Perkins Capital Management
Illinois
$276K +$273K +8,985 New
FCA
1689
Fortis Capital Advisors
Kansas
$276K +$273K +8,990 New
BC
1690
BDFS Capital
Delaware
$275K -$9.04K -298 -3%
FBB
1691
Fulton Breakefield Broenniman
Maryland
$273K -$18.2K -600 -6%
WPA
1692
West Paces Advisors
Georgia
$273K +$5.1K +168 +2%
TWA
1693
TCI Wealth Advisors
Arizona
$273K -$3.31K -109 -1%
SWA
1694
Serenus Wealth Advisors
California
$273K – – –
TWM
1695
TCFG Wealth Management
California
$272K +$3.09K +102 +1%
TIA
1696
TCFG Investment Advisors
California
$272K +$269K +8,853 New
HWA
1697
HCR Wealth Advisors
California
$271K +$971 +32 +0.4%
KFS
1698
Kaizen Financial Strategies
California
$271K +$267K +8,799 New
RGC
1699
Roberts, Glore & Co
Illinois
$271K – – –
DF
1700
Daviman Financial
Indiana
$271K -$28.6K -943 -10%
66 67
68
69 70