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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
251
Holt Capital Partners
Texas
$7.39M +$362K +14,910 +5%
AWM
252
Avior Wealth Management
Nebraska
$7.34M +$986K +40,593 +14%
PIMG
253
Patriot Investment Management Group
Tennessee
$7.29M +$184K +7,584 +2%
GLA
254
Great Lakes Advisors
Illinois
$7.25M +$2.51M +103,356 +46%
BBW
255
Blue Barn Wealth
Utah
$7.23M +$326K +13,434 +4%
LWP
256
Laurel Wealth Planning
Minnesota
$7.22M -$72.6K -2,988 -0.9%
JWBC
257
John W. Brooker & Co
California
$7.21M -$17.4K -717 -0.2%
KJWM
258
Kiley Juergens Wealth Management
Washington
$7.17M +$568K +23,379 +8%
NB
259
NBT Bank
New York
$7.13M -$435K -17,916 -5%
MSA
260
McAlister Sweet & Associates
Texas
$7.09M -$2.82M -115,932 -27%
TFA
261
Trinity Financial Advisors
Ohio
$6.88M +$3.08M +126,924 +69%
OFS
262
OneAscent Financial Services
Alabama
$6.83M +$330K +13,581 +5%
SAM
263
Smithbridge Asset Management
Pennsylvania
$6.77M +$270K +11,127 +4%
ICM
264
Islay Capital Management
Texas
$6.71M -$2.56M -105,240 -26%
AWM
265
AE Wealth Management
Kansas
$6.65M -$691K -28,452 -9%
HI
266
Harbour Investments
Wisconsin
$6.63M – – –
BC
267
Burleson & Co
California
$6.59M +$80.6K +3,318 +1%
LFAS
268
Level Four Advisory Services
Texas
$6.54M +$78.9K +3,249 +1%
SFG
269
SevenBridge Financial Group
Pennsylvania
$6.53M +$268K +11,028 +4%
SVWAG
270
Sound View Wealth Advisors Group
Georgia
$6.51M -$87.1K -3,585 -1%
JWS
271
Juncture Wealth Strategies
Arizona
$6.5M +$256K +10,527 +4%
CAL
272
Capital Analysts LLC
Pennsylvania
$6.44M -$269K -11,088 -4%
SWP
273
Stratos Wealth Partners
Ohio
$6.42M -$1.23M -50,679 -15%
MTWM
274
Masso Torrence Wealth Management
New Jersey
$6.4M +$126K +5,199 +2%
ASN
275
Advisory Services Network
Georgia
$6.39M -$537K -22,101 -7%
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