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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
YIA
326
YHB Investment Advisors
Connecticut
$9.58M -$201K -6,617 -2%
KA
327
Kure Advisory
Minnesota
$9.57M +$432K +14,248 +5%
ACM
328
Appalachian Capital Management
Ohio
$9.56M +$371K +12,245 +4%
DW30
329
Drucker Wealth 3.0
New Jersey
$9.56M +$200K +6,581 +2%
PFPG
330
Pinnacle Financial Partners (Georgia)
Georgia
$9.49M +$841K +27,714 +10%
BFWA
331
Benchmark Financial Wealth Advisors
Florida
$9.48M +$1.2M +39,494 +15%
PVAMC
332
PPS&V Asset Management Consultants
Michigan
$9.48M -$10.9K -359 -0.1%
CFG
333
Citizens Financial Group
Rhode Island
$9.47M -$1.47M -48,369 -14%
PF
334
Penney Financial
Texas
$9.46M +$46K +1,517 +0.5%
DE
335
Diversified Enterprises
Delaware
$9.36M -$128K -4,223 -1%
AWM
336
AE Wealth Management
Kansas
$9.36M -$4.22M -139,135 -31%
MS
337
Madden Securities
Texas
$9.33M -$28.5K -940 -0.3%
AFG
338
Atomi Financial Group
New York
$9.28M +$397K +13,082 +5%
CPWL
339
Coquina Private Wealth LLC
Florida
$9.26M -$17.1K -564 -0.2%
SCFS
340
Stewardship Concepts Financial Services
Washington
$9.24M +$289K +9,523 +3%
LSWP
341
Liberty Square Wealth Partners
Pennsylvania
$9.11M -$720K -23,745 -7%
LW
342
Livet Wealth
Utah
$9.11M +$72.3K +2,382 +0.8%
OWM
343
Orgel Wealth Management
Wisconsin
$9.09M -$1.61M -52,998 -15%
SFMG
344
Sage Financial Management Group
Virginia
$9.08M +$319K +10,528 +4%
KC
345
Karras Company
Utah
$9.07M -$185K -6,115 -2%
FWA
346
Flagship Wealth Advisors
Massachusetts
$9.04M +$5.95M +196,194 +135%
AC
347
Avant Capital
Louisiana
$9.02M -$209K -6,886 -2%
RF
348
Robbins Farley
New Hampshire
$8.99M -$790K -26,044 -8%
NL
349
Navalign LLC
California
$8.91M -$10.6K -348 -0.1%
PAI
350
Pittenger & Anderson Inc
Nebraska
$8.87M -$459K -15,131 -5%
12 13
14
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