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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
XF
326
XML Financial
Maryland
$7.63M +$4.08M +166,227 +106%
NB
327
NBT Bank
New York
$7.62M -$152K -6,213 -2%
CCG
328
Coastwise Capital Group
California
$7.55M +$545K +22,200 +7%
CAMV
329
Concord Asset Management (Virginia)
Virginia
$7.54M -$3.13M -127,674 -29%
EA
330
Eudaimonia Advisors
Tennessee
$7.51M +$95.5K +3,891 +1%
SW
331
SteelPeak Wealth
California
$7.49M +$88.3K +3,597 +1%
GFPC
332
Global Financial Private Client
Florida
$7.46M -$67.7K -2,760 -0.9%
GB
333
Goepper Burkhardt
South Carolina
$7.44M +$611K +24,909 +9%
CFMC
334
Curbstone Financial Management Corp
New Hampshire
$7.44M +$349K +14,220 +5%
VWA
335
Visionary Wealth Advisors
Illinois
$7.42M +$1.54M +62,949 +25%
CWM
336
Congress Wealth Management
Massachusetts
$7.39M +$452K +18,405 +6%
WIA
337
World Investment Advisors
California
$7.38M -$207K -8,418 -3%
RWA
338
Rainsberger Wealth Advisors
Colorado
$7.33M +$357K +14,544 +5%
SHFP
339
Second Half Financial Partners
Florida
$7.32M +$4.87M +198,597 +178%
BIA
340
Bell Investment Advisors
California
$7.3M +$244K +9,963 +3%
HAS
341
HBW Advisory Services
California
$7.17M +$1.08M +43,872 +17%
AWA
342
Arkadios Wealth Advisors
Georgia
$7.16M +$515K +21,003 +7%
SHJ
343
Sharkey, Howes & Javer
Colorado
$7.12M -$5.53M -225,174 -43%
MS
344
Madden Securities
Texas
$7.08M -$139K -5,673 -2%
BWM
345
BCS Wealth Management
Tennessee
$7.02M +$7.31M +297,699 New
PSCM
346
Per Stirling Capital Management
Texas
$6.99M -$622K -25,350 -8%
PIMG
347
Patriot Investment Management Group
Tennessee
$6.92M -$642K -26,169 -8%
UWM
348
USAdvisors Wealth Management
Minnesota
$6.91M +$173K +7,038 +2%
FTS
349
Fifth Third Securities
Ohio
$6.82M -$735K -29,937 -9%
AC
350
Avant Capital
Louisiana
$6.79M +$215K +8,754 +3%
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