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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
401
Mayflower Financial Advisors
Massachusetts
$7.72M +$502K +17,994 +7%
MWS
402
MFA Wealth Services
California
$7.7M -$1.66M -59,659 -18%
BFWA
403
Benchmark Financial Wealth Advisors
Florida
$7.59M -$1.4M -50,374 -16%
MWM
404
Meridian Wealth Management
Kentucky
$7.56M +$306K +10,992 +4%
MAM
405
Madison Asset Management
Wisconsin
$7.56M +$3.57M +127,972 +90%
GFP
406
Guardian Financial Partners
California
$7.55M +$504K +18,091 +7%
PL
407
Plancorp LLC
Missouri
$7.52M +$6.12M +219,483 +444%
PVAMC
408
PPS&V Asset Management Consultants
Michigan
$7.51M -$1.34K -48 -0%
AOG
409
Alpha Omega Group
Virginia
$7.51M -$26.8K -960 -0.4%
BCI
410
Brinker Capital Investments
Pennsylvania
$7.51M +$79.4K +2,850 +1%
OPS
411
Orion Portfolio Solutions
Nebraska
$7.51M +$79.4K +2,850 +1%
PIMG
412
Patriot Investment Management Group
Tennessee
$7.45M +$142K +5,096 +2%
CA
413
Continuum Advisory
Idaho
$7.45M +$531K +19,055 +8%
CFO
414
Custos Family Office
Texas
$7.44M +$24.2K +867 +0.3%
TFG
415
Tull Financial Group
Virginia
$7.38M -$503K -18,048 -6%
CFG
416
Certior Financial Group
Pennsylvania
$7.34M +$2.72M +97,462 +59%
MCA
417
MSH Capital Advisors
Arizona
$7.31M +$606K +21,732 +9%
JWCA
418
J.W. Cole Advisors
Florida
$7.22M +$963K +34,543 +15%
SMC
419
Smith, Moore & Co
Missouri
$7.2M +$889K +31,902 +14%
MIA
420
Milestone Investment Advisors
Wisconsin
$7.16M +$122K +4,380 +2%
NL
421
Navalign LLC
California
$7.15M -$182K -6,542 -2%
FTWA
422
Fifth Third Wealth Advisors
Ohio
$7.08M +$891K +31,956 +14%
PCIA
423
Prime Capital Investment Advisors
Kansas
$7.07M +$1.94M +69,769 +38%
GSIAS
424
Garden State Investment Advisory Services
New Jersey
$6.97M -$2.82M -100,994 -29%
TF
425
Tudor Financial
Ohio
$6.95M +$678K +24,319 +11%
15 16
17
18 19