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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
OPPS
451
Obsidian Personal Planning Solutions
Maryland
$5.2M +$550K +21,306 +12%
AA
452
Apriem Advisors
California
$5.19M +$1M +38,826 +25%
FHA
453
Flagship Harbor Advisors
Massachusetts
$5.18M -$31.2K -1,209 -0.6%
MCC
454
Money Concepts Capital
Florida
$5.16M +$100K +3,879 +2%
FCA
455
FLC Capital Advisors
California
$5.13M -$85.6K -3,315 -2%
ACM
456
Advisors Capital Management
New Jersey
$5.1M -$80.9K -3,132 -2%
USCWA
457
U.S. Capital Wealth Advisors
Texas
$5.05M -$2.2M -85,320 -31%
AUB
458
Atlantic Union Bankshares
Virginia
$5.05M -$161K -6,231 -3%
CA
459
Clearstead Advisors
Ohio
$5.01M -$708K -27,393 -13%
WIM
460
Warwick Investment Management
Texas
$5M -$4.13M -159,849 -46%
IIA
461
Integral Investment Advisors
California
$4.99M +$4.82M +186,765 New
BPFA
462
Barnes Pettey Financial Advisors
Mississippi
$4.97M +$790K +30,597 +20%
FA
463
Fagan Associates
New York
$4.97M -$71K -2,748 -1%
CIAS
464
Capital Investment Advisory Services
North Carolina
$4.97M -$146K -5,667 -3%
WP
465
WealthPLAN Partners
Nebraska
$4.97M -$170K -6,597 -3%
NL
466
NWAM LLC
Washington
$4.93M +$1.15M +44,355 +31%
FA
467
Fiduciary Alliance
South Carolina
$4.92M +$1.45M +56,166 +44%
AFS
468
Access Financial Services
Minnesota
$4.88M +$469K +18,138 +11%
H
469
HoyleCohen
California
$4.87M +$337K +13,035 +8%
BCI
470
Brinker Capital Investments
Pennsylvania
$4.86M -$125K -4,857 -3%
OPS
471
Orion Portfolio Solutions
Nebraska
$4.86M -$125K -4,857 -3%
MFA
472
Mayflower Financial Advisors
Massachusetts
$4.84M -$455K -17,631 -9%
UBG
473
United Bank (Georgia)
Georgia
$4.83M +$465K +18,015 +11%
AA
474
Auxano Advisors
Washington
$4.82M +$1.1M +42,432 +31%
TW
475
Transform Wealth
Colorado
$4.81M +$1.6M +61,818 +53%
17 18
19
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