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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SOWAS
1701
Silver Oak Wealth Advisors Services
California
$218K – – –
WWMSC
1702
Wagner Wealth Management (South Carolina)
South Carolina
$217K +$2.15K +79 +1%
OWA
1703
Outlook Wealth Advisors
Texas
$216K – – –
GC
1704
Granville Capital
North Carolina
$216K +$214K +7,881 New
HG
1705
Harbor Group
New Hampshire
$215K -$15.3K -562 -7%
CCA
1706
Cadent Capital Advisors
Oklahoma
$215K +$213K +7,847 New
QWP
1707
Quotient Wealth Partners
Texas
$215K -$43.7K -1,606 -17%
DA
1708
Drake & Associates
Wisconsin
$214K +$212K +7,812 New
PFM
1709
Peak Financial Management
Massachusetts
$214K +$212K +7,802 New
RBC
1710
Roble Belko & Company
Pennsylvania
$214K +$1.77K +65 +0.8%
WS
1711
Wilian Securities
Minnesota
$214K +$212K +7,789 New
OAJ
1712
Ogorek Anthony Joseph
New York
$213K +$489 +18 +0.2%
KHCM
1713
Kirtland Hills Capital Management
Ohio
$213K +$211K +7,750 New
SFB
1714
STAR Financial Bank
Indiana
$212K +$210K +7,716 New
FFBTD
1715
First Financial Bank - Trust Division
Ohio
$209K +$207K +7,628 New
FFG
1716
Fiduciary Financial Group
California
$209K -$9K -331 -4%
AWM
1717
Aberdeen Wealth Management
Illinois
$209K +$2.15K +79 +1%
SFG
1718
Synergy Financial Group
California
$209K -$789 -29 -0.4%
PHAM
1719
Palisades Hudson Asset Management
Florida
$208K – – –
ABTD
1720
Arvest Bank Trust Division
Oklahoma
$208K +$571 +21 +0.3%
GAM
1721
GEM Asset Management
Michigan
$207K +$202K +7,435 New
LCM
1722
Lazari Capital Management
California
$207K – – –
SEEDPG
1723
S.E.E.D. Planning Group
New York
$206K – – –
ARA
1724
Approach Retirement Advisors
Alabama
$206K +$204K +7,500 New
FCMA
1725
Foresight Capital Management Advisors
Michigan
$206K +$163 +6 +0.1%
67 68
69
70 71