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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
351
Avant Capital
Louisiana
$8.59M +$8.93M +314,271 New
IIA
352
Integral Investment Advisors
California
$8.54M +$125K +4,409 +1%
JGCM
353
Joseph Group Capital Management
Ohio
$8.53M -$88.9K -3,128 -1%
SF
354
Summit Financial
New Jersey
$8.51M +$7.82M +275,174 +755%
NEPWA
355
New England Private Wealth Advisors
Massachusetts
$8.46M +$595K +20,944 +7%
AUB
356
Atlantic Union Bankshares
Virginia
$8.42M +$1.07M +37,805 +14%
VCP
357
Verus Capital Partners
Arizona
$8.4M +$390K +13,726 +5%
CFG
358
Citizens Financial Group
Rhode Island
$8.28M +$1.29M +45,250 +18%
JWBC
359
John W. Brooker & Co
California
$8.25M +$45.5K +1,602 +0.5%
SWM
360
Sendero Wealth Management
Texas
$8.23M +$1M +35,289 +13%
KFGG
361
Keystone Financial Group (Georgia)
Georgia
$8.2M +$8.53M +299,981 New
HAS
362
HBW Advisory Services
California
$8.17M -$135K -4,763 -2%
DCM
363
Davis Capital Management
Florida
$8.16M -$632K -22,238 -7%
BAG
364
Bridgewealth Advisory Group
California
$8.15M -$2.51M -88,445 -23%
RDIA
365
RE Dickinson Investment Advisors
Iowa
$8.1M -$79.5K -2,796 -9%
PF
366
Prosperitas Financial
California
$8.03M +$289K +10,170 +4%
CWM
367
Congress Wealth Management
Massachusetts
$8.01M -$40.7K -1,433 -0.5%
JSL
368
JT Stratford LLC
Georgia
$8M +$524K +18,426 +7%
GFPC
369
Global Financial Private Client
Florida
$7.93M -$29.2K -1,026 -0.4%
TBC
370
Ted Buchan & Co
California
$7.86M +$126K +4,429 +2%
NB
371
NBT Bank
New York
$7.82M -$158K -5,570 -2%
BWM
372
BCS Wealth Management
Tennessee
$7.79M +$8.11M +285,294 New
RF
373
Robbins Farley
New Hampshire
$7.79M -$40.6K -1,429 -0.5%
WF
374
Womack Financial
Texas
$7.76M +$8.07M +283,930 New
SOS
375
Silver Oak Securities
Tennessee
$7.73M -$3.05M -107,461 -27%
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15
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