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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
351
Congress Wealth Management
Massachusetts
$8.3M -$618K -22,674 -7%
VCP
352
Verus Capital Partners
Arizona
$8.28M -$820K -30,117 -9%
SIS
353
Strategic Investment Solutions
Illinois
$8.26M +$142K +5,202 +2%
SWM
354
Spire Wealth Management
Virginia
$8.23M +$161K +5,925 +2%
NB
355
NBT Bank
New York
$8.23M -$289K -10,602 -4%
GFPC
356
Global Financial Private Client
Florida
$8.21M -$54.1K -1,986 -0.7%
TPWA
357
TRUE Private Wealth Advisors
Oregon
$8.19M +$4.88M +179,187 +161%
KWA
358
Kingswood Wealth Advisors
California
$8.18M +$6.35M +233,103 +408%
NEPWA
359
New England Private Wealth Advisors
Massachusetts
$8.13M +$119K +4,374 +2%
RF
360
Robbins Farley
New Hampshire
$8.08M -$648K -23,769 -8%
PF
361
Prosperitas Financial
California
$7.99M +$1.27M +46,758 +20%
MFG
362
MTM Financial Group
Pennsylvania
$7.98M -$313K -11,502 -4%
TBC
363
Ted Buchan & Co
California
$7.98M -$23.7K -870 -0.3%
JSL
364
JT Stratford LLC
Georgia
$7.73M +$444K +16,308 +6%
CPP
365
Capasso Planning Partners
South Carolina
$7.7M -$726K -26,664 -9%
MA
366
MBA Advisors
Pennsylvania
$7.65M +$17.9K +657 +0.2%
OP
367
ORG Partners
Indiana
$7.65M +$164K +6,015 +2%
PIMG
368
Patriot Investment Management Group
Tennessee
$7.62M +$138K +5,055 +2%
PF
369
Penney Financial
Texas
$7.62M +$503K +18,465 +7%
BGAI
370
Bruce G. Allen Investments
Colorado
$7.62M +$129K +4,740 +2%
AUB
371
Atlantic Union Bankshares
Virginia
$7.61M +$2.11M +77,490 +40%
PSCM
372
Per Stirling Capital Management
Texas
$7.58M +$174K +6,369 +2%
SWM
373
Sendero Wealth Management
Texas
$7.49M +$701K +25,734 +11%
TA
374
TrueWealth Advisors
Alabama
$7.49M -$366K -13,419 -5%
DAS
375
Dynamic Advisor Solutions
Arizona
$7.47M -$731K -26,844 -9%
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