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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
PO
451
Private Ocean
California
$5.03M +$2.45M +94,185 +94%
FA
452
Fiduciary Alliance
South Carolina
$5.02M +$272K +10,434 +6%
AUB
453
Atlantic Union Bankshares
Virginia
$5M +$130K +4,995 +3%
AAP
454
Arax Advisory Partners
Colorado
$4.99M -$145K -5,571 -3%
WP
455
WealthPLAN Partners
Nebraska
$4.98M +$187K +7,170 +4%
FCA
456
FLC Capital Advisors
California
$4.97M +$23K +882 +0.5%
USCWA
457
U.S. Capital Wealth Advisors
Texas
$4.96M +$86.3K +3,315 +2%
FHA
458
Flagship Harbor Advisors
Massachusetts
$4.95M -$43.4K -1,668 -0.9%
PCS
459
Personal CFO Solutions
New Jersey
$4.94M +$368K +14,142 +8%
KWA
460
Kellett Wealth Advisors
Ohio
$4.93M -$1.9M -72,906 -28%
NCM
461
NCM Capital Management
New Jersey
$4.91M +$674K +25,887 +16%
HH
462
Hilltop Holdings
Texas
$4.89M +$1.48M +56,889 +43%
IRC
463
Investors Research Corp
Georgia
$4.84M +$404K +15,516 +9%
FFWM
464
Future Financial Wealth Management
Ohio
$4.82M +$340K +13,068 +8%
UBG
465
United Bank (Georgia)
Georgia
$4.81M +$147K +5,637 +3%
FTS
466
Fifth Third Securities
Ohio
$4.8M +$114K +4,380 +2%
EWA
467
EverSource Wealth Advisors
Alabama
$4.79M +$212K +8,127 +5%
FA
468
Fagan Associates
New York
$4.77M -$30.2K -1,161 -0.6%
EWA
469
EP Wealth Advisors
California
$4.74M +$511K +19,644 +12%
BPFA
470
Barnes Pettey Financial Advisors
Mississippi
$4.74M -$59.7K -2,292 -1%
H
471
HoyleCohen
California
$4.67M -$22.5K -864 -0.5%
GFG
472
Goldstone Financial Group
Illinois
$4.67M +$282K +10,818 +6%
AA
473
Auxano Advisors
Washington
$4.64M -$7.65K -294 -0.2%
MFA
474
Mayflower Financial Advisors
Massachusetts
$4.63M -$37.8K -1,452 -0.8%
FTWA
475
Fifth Third Wealth Advisors
Ohio
$4.62M +$1.43M +54,786 +44%
17 18
19
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