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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
NEPWA
351
New England Private Wealth Advisors
Massachusetts
$8.29M -$167K -6,106 -2%
GFP
352
Guardian Financial Partners
California
$8.24M +$470K +17,220 +6%
CFG
353
Certior Financial Group
Pennsylvania
$8.22M +$535K +19,625 +7%
PVAMC
354
PPS&V Asset Management Consultants
Michigan
$8.18M +$358K +13,121 +5%
MCA
355
MSH Capital Advisors
Arizona
$8.17M +$472K +17,312 +6%
BGAI
356
Bruce G. Allen Investments
Colorado
$8.16M +$200K +7,313 +3%
IAS
357
Investment Advisory Services
Texas
$8.14M -$1.61M -58,963 -17%
SB
358
Strategic Blueprint
Georgia
$8.13M -$4.35M -159,567 -35%
SFMG
359
Sage Financial Management Group
Virginia
$8.09M +$339K +12,423 +4%
CAG
360
Curtis Advisory Group
California
$8.08M -$160K -5,874 -2%
MWM
361
Modern Wealth Management
Kansas
$8.03M +$1.73M +63,244 +27%
CCA
362
Cypress Capital Advisors
Tennessee
$7.93M +$1.14M +41,680 +17%
AFG
363
Atomi Financial Group
New York
$7.87M +$2.14M +78,329 +37%
SCP
364
Stevens Capital Partners
Nebraska
$7.87M +$2.1M +77,090 +37%
JFA
365
JNBA Financial Advisors
Minnesota
$7.86M -$1.62M -59,436 -17%
BWM
366
BCS Wealth Management
Tennessee
$7.85M -$611K -22,385 -7%
DCM
367
Davis Capital Management
Florida
$7.76M +$7.76M +284,286 New
LFAS
368
Level Four Advisory Services
Texas
$7.75M -$3.27M -119,828 -30%
SMC
369
Smith, Moore & Co
Missouri
$7.71M -$1.64M -60,069 -18%
KWA
370
Kingswood Wealth Advisors
California
$7.7M +$6.16M +225,851 +401%
AWM
371
Accredited Wealth Management
Kentucky
$7.7M -$6.65M -243,824 -93%
IC
372
IEQ Capital
California
$7.67M +$1.43M +52,440 +23%
OP
373
ORG Partners
Indiana
$7.66M -$21K -768 -0.3%
DIP
374
DT Investment Partners
Pennsylvania
$7.64M +$7.64M +280,030 New
RWM
375
RMG Wealth Management
Wisconsin
$7.64M -$126M -4,622,777 -94%
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15
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