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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
1826
PMG Family Office
Texas
$209K +$206K +6,801 New
SDWIA
1827
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$208K +$206K +6,795 New
TIM
1828
Tortoise Investment Management
New York
$208K +$206K +6,795 New
NPF
1829
Norris Perne & French
Michigan
$208K +$206K +6,794 New
SWA
1830
Sightline Wealth Advisors
Connecticut
$207K -$124K -4,072 -38%
WG
1831
Welch Group
Alabama
$206K +$204K +6,724 New
CA
1832
Carson Advisory
Georgia
$206K +$204K +6,717 New
SBWIC
1833
Schaper Benz & Wise Investment Counsel
Wisconsin
$206K +$204K +6,715 New
ZWA
1834
Zinnia Wealth Advisory
Florida
$206K +$204K +6,710 New
BWM
1835
Briggs Wealth Management
Connecticut
$206K -$90.5K -2,982 -31%
NHT
1836
New Hampshire Trust
New Hampshire
$206K +$203K +6,705 New
NIM
1837
Northeast Investment Management
Massachusetts
$205K +$203K +6,696 New
CFD
1838
Creative Financial Designs
Indiana
$205K +$14.9K +490 +8%
1CP
1839
17 Capital Partners
Arizona
$204K -$1.08M -35,585 -84%
MCM
1840
Mainstream Capital Management
California
$204K +$202K +6,649 New
CWMS
1841
Cannon Wealth Management Services
North Carolina
$204K +$202K +6,649 New
ABWM
1842
Alpine Bank Wealth Management
Colorado
$204K +$201K +6,636 New
PWP
1843
Perfromance Wealth Partners
Illinois
$203K +$201K +6,617 New
BSA
1844
Braun Stacey Associates
New York
$203K +$200K +6,606 New
CF
1845
Claris Financial
Virginia
$203K +$200K +6,606 New
VWM
1846
Venturi Wealth Management
Texas
$202K +$200K +6,599 New
BFIM
1847
Beese Fulmer Investment Management
Ohio
$202K +$199K +6,575 New
HGA
1848
Hobbs Group Advisors
South Carolina
$201K +$199K +6,553 New
MAA
1849
Matrix Asset Advisors
New York
$200K +$198K +6,521 New
IWM
1850
IMG Wealth Management
Florida
$199K +$197K +6,491 New
72 73
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