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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
451
Diversify Wealth Management
Utah
$6.03M +$18.9K +695 +0.3%
TYCC
452
Texas Yale Capital Corp
Florida
$6.01M +$358K +13,163 +6%
GSIS
453
Global Strategic Investment Solutions
Arizona
$6M – – –
WG
454
WMS Group
Louisiana
$5.96M +$5.91M +217,410 New
ACG
455
Allen Capital Group
Nebraska
$5.93M +$655K +24,074 +13%
TWA
456
Talisman Wealth Advisors
New Jersey
$5.92M +$123K +4,532 +2%
AWMG
457
Alliance Wealth Management Group
New Jersey
$5.89M -$7.26K -267 -0.1%
TCM
458
Towercrest Capital Management
Pennsylvania
$5.89M -$7.26K -267 -0.1%
SP
459
Sherman Porfolios
Idaho
$5.87M +$5.82M +214,000 New
DCM
460
Dorato Capital Management
Colorado
$5.87M +$5.49M +201,969 New
SMC
461
Smith, Moore & Co
Missouri
$5.86M -$1.87M -68,685 -24%
FT
462
Fiduciary Trust
Massachusetts
$5.86M -$622K -22,893 -10%
BFP
463
Beacon Financial Planning
Massachusetts
$5.86M +$148K +5,441 +3%
CAC
464
Certified Advisory Corp
Florida
$5.85M -$564K -20,754 -9%
CA
465
CoreCap Advisors
Michigan
$5.83M -$835K -30,707 -13%
MWM
466
Moran Wealth Management
Florida
$5.81M +$920K +33,837 +19%
EAN
467
Excelsior Advisor Network
Colorado
$5.8M +$5.75M +211,583 New
AAA
468
Andrews Advisory Associates
Hawaii
$5.79M +$5.74M +210,961 New
MIA
469
Milestone Investment Advisors
Wisconsin
$5.78M -$185K -6,786 -3%
PFA
470
Perryman Financial Advisory
Texas
$5.78M +$5.73M +210,749 New
UBG
471
United Bank (Georgia)
Georgia
$5.76M +$205K +7,544 +4%
FMC
472
First Merchants Corp
Indiana
$5.76M -$1.11M -40,962 -16%
IA
473
Insight Advisors
Pennsylvania
$5.75M -$71.6K -2,634 -1%
AC
474
AlphaCore Capital
California
$5.74M +$2.49M +91,569 +78%
PPWM
475
Premier Private Wealth Management
Florida
$5.73M +$5.19M +190,874 New
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