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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
351
Integral Investment Advisors
California
$8.54M +$125K +4,409 +1%
JGCM
352
Joseph Group Capital Management
Ohio
$8.53M -$88.9K -3,128 -1%
SF
353
Summit Financial
New Jersey
$8.51M +$7.82M +275,174 +755%
NEPWA
354
New England Private Wealth Advisors
Massachusetts
$8.46M +$595K +20,944 +7%
AUB
355
Atlantic Union Bankshares
Virginia
$8.42M +$1.07M +37,805 +14%
VCP
356
Verus Capital Partners
Arizona
$8.4M +$390K +13,726 +5%
CFG
357
Citizens Financial Group
Rhode Island
$8.28M +$1.29M +45,250 +18%
JWBC
358
John W. Brooker & Co
California
$8.25M +$45.5K +1,602 +0.5%
SWM
359
Sendero Wealth Management
Texas
$8.23M +$1M +35,289 +13%
KFGG
360
Keystone Financial Group (Georgia)
Georgia
$8.2M +$8.53M +299,981 New
HAS
361
HBW Advisory Services
California
$8.17M -$135K -4,763 -2%
DCM
362
Davis Capital Management
Florida
$8.16M -$632K -22,238 -7%
BAG
363
Bridgewealth Advisory Group
California
$8.15M -$2.51M -88,445 -23%
PF
364
Prosperitas Financial
California
$8.03M +$289K +10,170 +4%
CWM
365
Congress Wealth Management
Massachusetts
$8.01M -$40.7K -1,433 -0.5%
JSL
366
JT Stratford LLC
Georgia
$8M +$524K +18,426 +7%
GFPC
367
Global Financial Private Client
Florida
$7.93M -$29.2K -1,026 -0.4%
TBC
368
Ted Buchan & Co
California
$7.86M +$126K +4,429 +2%
NB
369
NBT Bank
New York
$7.82M -$158K -5,570 -2%
BWM
370
BCS Wealth Management
Tennessee
$7.79M +$8.11M +285,294 New
RF
371
Robbins Farley
New Hampshire
$7.79M -$40.6K -1,429 -0.5%
WF
372
Womack Financial
Texas
$7.76M +$8.07M +283,930 New
SOS
373
Silver Oak Securities
Tennessee
$7.73M -$3.05M -107,461 -27%
AA
374
Apriem Advisors
California
$7.71M +$1.48M +51,982 +23%
TFG
375
Tull Financial Group
Virginia
$7.71M -$11.8M -414,938 -60%
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15
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