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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
326
Seaview Investment Managers
Florida
$2.69M +$879K +34,797 +48%
BCM
327
Breiter Capital Management
Florida
$2.69M +$22.7K +900 +0.9%
CA
328
Cambridge Advisors
Nebraska
$2.68M +$106K +4,191 +4%
TFA
329
Teamwork Financial Advisors
Texas
$2.67M +$37.5K +1,485 +1%
NCM
330
Northwest Capital Management
Oregon
$2.66M +$454 +18 +0%
CAM
331
Cresset Asset Management
Illinois
$2.66M +$2.01M +79,518 +305%
BWM
332
BerganKDV Wealth Management
Minnesota
$2.64M -$433K -17,130 -14%
ACG
333
Allen Capital Group
Nebraska
$2.6M -$39.8K -1,578 -2%
BWM
334
Baystate Wealth Management
Massachusetts
$2.59M -$47K -1,863 -2%
PWSG
335
Pacific Wealth Strategies Group
California
$2.57M -$68.1K -2,697 -3%
AIA
336
Armor Investment Advisors
North Carolina
$2.53M +$101K +3,984 +4%
SCM
337
Southport Capital Management
Tennessee
$2.52M +$32.3K +1,281 +1%
AIC
338
Ameritas Investment Company
Nebraska
$2.51M +$601K +23,802 +65%
CFO
339
Collective Family Office
Pennsylvania
$2.51M – – –
JWM
340
Jackson Wealth Management
Florida
$2.49M -$12.4K -492 -0.5%
WCG
341
Weaver Consulting Group
California
$2.49M -$83.3K -3,300 -3%
LWA
342
Lenox Wealth Advisors
New York
$2.47M +$2.27M +90,000 +1,151%
BAM
343
Belpointe Asset Management
Nevada
$2.45M -$26.7K -1,059 -1%
WA
344
WBH Advisory
Maryland
$2.42M +$47.6K +1,884 +2%
EIA
345
Eldridge Investment Advisors
New Hampshire
$2.41M +$575K +22,788 +31%
PA
346
Planning Alternatives
Michigan
$2.37M -$136K -5,382 -5%
PPP
347
Private Portfolio Partners
New Jersey
$2.37M +$409K +16,218 +21%
FEM
348
Fulcrum Equity Management
Texas
$2.36M +$2.36M +93,456 New
LWM
349
Loveless Wealth Management
Montana
$2.34M +$225K +8,898 +11%
LWAC
350
Laurel Wealth Advisors (California)
California
$2.34M +$432K +17,115 +23%
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