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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
RDWM
326
Red Door Wealth Management
Tennessee
$4.76M +$247K +9,447 +6%
CFMC
327
Curbstone Financial Management Corp
New Hampshire
$4.75M +$515K +19,650 +12%
SKK
328
Shepherd Kaplan Krochuk
Massachusetts
$4.75M +$4.73M +180,789 New
OPA
329
Old Port Advisors
Maine
$4.75M +$300K +11,472 +7%
AFA
330
Atlas Financial Advisors
California
$4.73M +$4.71M +179,973 New
EFG
331
Everhart Financial Group
Ohio
$4.73M +$84.6K +3,231 +2%
SCM
332
SevenOneSeven Capital Management
Pennsylvania
$4.68M -$57.8K -2,208 -1%
CF
333
Centaurus Financial
California
$4.67M -$550 -21 -0%
SFWA
334
Summit Financial Wealth Advisors
Louisiana
$4.64M +$134K +5,100 +3%
HNWAG
335
High Net Worth Advisory Group
Florida
$4.63M +$52.6K +2,010 +1%
FWM
336
ForthRight Wealth Management
Georgia
$4.61M +$1.33M +50,844 +41%
BAM
337
Belpointe Asset Management
Nevada
$4.61M +$105K +3,999 +2%
WIP
338
WealthCare Investment Partners
Rhode Island
$4.56M +$1.42M +54,270 +46%
SBL
339
Sargent Bickham Lagudis
Colorado
$4.53M -$391K -14,925 -8%
AUB
340
Atlantic Union Bankshares
Virginia
$4.53M +$850K +32,472 +23%
SAS
341
Sage Advisory Services
Texas
$4.5M +$29K +1,107 +0.7%
CFP
342
Curran Financial Partners
South Carolina
$4.43M +$2.39M +91,245 +118%
RF
343
Rollins Financial
Georgia
$4.43M +$346K +13,206 +9%
PAG
344
Paladin Advisory Group
Iowa
$4.42M +$4.38M +167,367 New
DBRC
345
D.B. Root & Company
Pennsylvania
$4.36M -$59.1K -2,256 -1%
HA
346
Hofer & Associates
California
$4.32M +$1.67M +63,585 +63%
NG
347
Northstar Group
New York
$4.32M +$44.5K +1,701 +1%
CIAS
348
Capital Investment Advisory Services
North Carolina
$4.28M +$161K +6,135 +4%
EWA
349
EP Wealth Advisors
California
$4.24M +$552K +21,063 +15%
AT
350
Arden Trust
Delaware
$4.21M +$302K +11,535 +8%
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