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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIMP
301
Zimmermann Investment Management & Planning
Pennsylvania
$5.68M +$5.14M +211,542 +468%
TA
302
TrueWealth Advisors
Alabama
$5.68M +$1.96M +80,649 +46%
AWA
303
Arkadios Wealth Advisors
Georgia
$5.66M +$631K +25,983 +11%
FHC
304
First Heartland Consultants
Missouri
$5.62M +$5.19M +213,798 +532%
CW
305
CreativeOne Wealth
Kansas
$5.61M +$1.54M +63,579 +34%
WIP
306
WealthCare Investment Partners
Rhode Island
$5.55M +$767K +31,575 +14%
AC
307
Avant Capital
Louisiana
$5.55M +$256K +10,521 +4%
RWA
308
Rainsberger Wealth Advisors
Colorado
$5.54M +$146K +6,015 +2%
CAMV
309
Concord Asset Management (Virginia)
Virginia
$5.5M +$641K +26,370 +12%
NFG
310
Nations Financial Group
Iowa
$5.48M +$1.61M +66,294 +37%
DI
311
DAGCO Inc
Ohio
$5.45M +$5.28M +217,209 +599%
CFG
312
Cooper Financial Group
California
$5.44M +$5.3M +218,148 +796%
AOWM
313
Alpha Omega Wealth Management
Virginia
$5.42M -$11.3K -465 -0.2%
PTP
314
Platform Technology Partners
New York
$5.36M +$480K +19,749 +9%
HSA
315
HBK Sorce Advisory
Pennsylvania
$5.26M +$550K +22,647 +11%
OHWP
316
Oak Harbor Wealth Partners
North Carolina
$5.23M +$187K +7,686 +3%
ACA
317
Aspire Capital Advisors
Washington
$5.19M +$321K +13,203 +6%
BIP
318
Blueprint Investment Partners
North Carolina
$5.17M -$3.35K -138 -0.1%
AT
319
Arden Trust
Delaware
$5.17M +$1.83M +75,456 +48%
IFG
320
Independent Financial Group
California
$5.15M -$361K -14,859 -6%
CWM
321
Curi Wealth Management
North Carolina
$5.15M +$5.63M +231,543 +21,439%
UWM
322
USAdvisors Wealth Management
Minnesota
$5.14M +$308K +12,663 +6%
SJIM
323
St. Johns Investment Management
Florida
$5.06M +$4.19M +172,539 +309%
CWA
324
Canvas Wealth Advisors
Kansas
$5.03M +$862K +35,487 +20%
TYCC
325
Texas Yale Capital Corp
Florida
$5.02M -$254K -10,449 -4%
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