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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
FFWA
326
FRG Family Wealth Advisors
Washington
$9.65M -$653K -22,955 -6%
HCP
327
Holt Capital Partners
Texas
$9.61M -$7.96K -280 -0.1%
GSIAS
328
Garden State Investment Advisory Services
New Jersey
$9.57M +$197K +6,928 +2%
CAG
329
Curtis Advisory Group
California
$9.46M +$1.16M +40,633 +13%
PS
330
Principal Securities
Iowa
$9.45M +$339K +11,940 +4%
YIA
331
YHB Investment Advisors
Connecticut
$9.45M +$47.8K +1,683 +0.5%
CST
332
Charles Schwab Trust
Nevada
$9.42M +$273K +9,618 +3%
CCG
333
Coastwise Capital Group
California
$9.33M -$435K -15,308 -4%
EE
334
EWG Elevate
California
$9.31M +$9.69M +340,952 New
GWMI
335
Guardian Wealth Management (Illinois)
Illinois
$9.3M +$8.29M +291,686 +598%
BEI
336
Benjamin Edwards Inc
Missouri
$9.18M -$128K -4,497 -1%
MWS
337
MFA Wealth Services
California
$9.15M +$9.52M +334,940 New
SSWM
338
Sheets Smith Wealth Management
North Carolina
$9.09M -$11.7K -412 -0.1%
FF
339
Fairway Financial
Florida
$9.08M +$9.45M +332,422 New
ECG
340
Edge Capital Group
Georgia
$9.07M +$32.8K +1,153 +0.3%
OHWP
341
Oak Harbor Wealth Partners
North Carolina
$9.02M +$478K +16,831 +5%
UCFA
342
United Capital Financial Advisors
Texas
$8.97M -$544K -19,142 -6%
NLWP
343
Next Level Wealth Planning
Idaho
$8.94M +$9.3M +327,211 New
TPWA
344
TRUE Private Wealth Advisors
Oregon
$8.94M +$1.04M +36,481 +13%
DC
345
Davenport & Co
Virginia
$8.93M +$647K +22,749 +7%
MCA
346
Magnolia Capital Advisors
Mississippi
$8.82M +$547K +19,225 +6%
BFWA
347
Benchmark Financial Wealth Advisors
Florida
$8.8M +$512K +18,000 +6%
MS
348
Madden Securities
Texas
$8.67M +$295K +10,373 +3%
TA
349
TruWealth Advisors
Louisiana
$8.63M -$114K -4,025 -1%
AC
350
Avant Capital
Louisiana
$8.59M +$8.93M +314,271 New
12 13
14
15 16