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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
426
Base Wealth Management
Florida
$6.95M +$6.93M +248,601 New
USCWA
427
U.S. Capital Wealth Advisors
Texas
$6.94M +$1.91M +68,689 +38%
AWM
428
Accredited Wealth Management
Kentucky
$6.93M +$467K +16,770 +7%
VWA
429
Visionary Wealth Advisors
Illinois
$6.91M +$221K +7,915 +3%
PSCM
430
Per Stirling Capital Management
Texas
$6.9M -$86.4K -3,098 -1%
WIM
431
WealthPlan Investment Management
Nebraska
$6.9M +$5.27M +189,123 +328%
HWM
432
HRC Wealth Management
Idaho
$6.89M -$318K -11,406 -4%
UWM
433
USAdvisors Wealth Management
Minnesota
$6.89M -$305K -10,924 -4%
FIC
434
Family Investment Center
Missouri
$6.86M +$74.5K +2,673 +1%
CA
435
CapWealth Advisors
Tennessee
$6.85M +$78.8K +2,828 +1%
BAM
436
Belpointe Asset Management
Nevada
$6.84M +$2.66M +95,453 +64%
CS
437
Crescent Sterling
Louisiana
$6.83M +$389K +13,954 +6%
OPA
438
Old Port Advisors
Maine
$6.83M +$153K +5,492 +2%
BMCM
439
Burns Matteson Capital Management
New York
$6.8M +$98.9K +3,548 +1%
DCM
440
Donaldson Capital Management
Indiana
$6.75M -$459K -16,458 -6%
FPGK
441
Financial Partners Group (Kansas)
Kansas
$6.73M +$496K +17,795 +8%
CW
442
Channel Wealth
California
$6.73M +$952K +34,165 +17%
NCM
443
NCM Capital Management
New Jersey
$6.69M +$262K +9,401 +4%
WIA
444
World Investment Advisors
California
$6.68M +$336K +12,041 +5%
HA
445
HC Advisors
Georgia
$6.66M -$56.6K -2,032 -0.8%
MHFA
446
Mission Hills Financial Advisory
California
$6.62M +$1.23M +44,225 +23%
LSA
447
Lion Street Advisors
Texas
$6.61M +$367K +13,181 +6%
QCM
448
Quantinno Capital Management
New York
$6.58M +$5.27M +189,041 +409%
HNWAG
449
High Net Worth Advisory Group
Florida
$6.56M -$4.13K -148 -0.1%
KA
450
Kure Advisory
Minnesota
$6.51M +$6.49M +232,917 New
16 17
18
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