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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
PF
426
Penney Financial
Texas
$5.57M +$5.23M +219,567 New
OBWG
427
Onyx Bridge Wealth Group
New York
$5.55M +$985K +41,340 +23%
GSIS
428
Global Strategic Investment Solutions
Arizona
$5.55M -$3.36K -141 -0.1%
DC
429
Davenport & Co
Virginia
$5.55M +$613K +25,704 +13%
AIA
430
Armor Investment Advisors
North Carolina
$5.54M +$136K +5,718 +3%
SAM
431
Smithbridge Asset Management
Pennsylvania
$5.52M +$160K +6,720 +3%
RDWM
432
Red Door Wealth Management
Tennessee
$5.49M +$395K +16,590 +8%
CA
433
Clearstead Advisors
Ohio
$5.49M +$2.78M +116,808 +118%
MGIA
434
Moneta Group Investment Advisors
Missouri
$5.46M +$51.5K +2,160 +1%
AOWM
435
Alpha Omega Wealth Management
Virginia
$5.45M -$148K -6,198 -3%
HA
436
HC Advisors
Georgia
$5.42M +$14.7K +618 +0.3%
AAP
437
Arax Advisory Partners
Colorado
$5.41M +$17.1K +717 +0.3%
CS
438
Crescent Sterling
Louisiana
$5.38M +$71.7K +3,009 +1%
KWM
439
Kingsview Wealth Management
Oregon
$5.33M +$1.41M +59,217 +39%
JWWM
440
Johnson & White Wealth Management
Pennsylvania
$5.29M -$882K -37,026 -15%
CA
441
Continuum Advisory
Idaho
$5.25M +$1.8M +75,630 +58%
TFA
442
Teamwork Financial Advisors
Texas
$5.2M +$17.9K +753 +0.4%
DBRC
443
D.B. Root & Company
Pennsylvania
$5.18M -$150K -6,291 -3%
LA
444
LexAurum Advisors
Kansas
$5.14M +$291K +12,195 +6%
PTP
445
Platform Technology Partners
New York
$5.14M +$1.57M +65,820 +49%
MPWT
446
MassMutual Private Wealth & Trust
Connecticut
$5.11M +$4.78M +200,625 +26,225%
HA
447
Hofer & Associates
California
$5.07M +$69.5K +2,916 +1%
ACM
448
Alpha Capital Management
Texas
$5.05M -$387K -16,224 -8%
FTS
449
Fifth Third Securities
Ohio
$5.05M -$2.15M -90,285 -31%
KIA
450
KCM Investment Advisors
California
$5.04M -$2.07M -87,060 -30%
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