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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
476
Diversify Wealth Management
Utah
$6.66M +$517K +16,300 +9%
DAS
477
Diversify Advisory Services
Utah
$6.66M +$6.32M +199,365 New
SF
478
Seek First
California
$6.57M +$204K +6,446 +3%
HA
479
HC Advisors
Georgia
$6.55M +$541K +17,055 +9%
CAM
480
CPA Asset Management
Florida
$6.45M +$5.51M +173,793 +589%
WP
481
Wealthspan Partners
Iowa
$6.4M +$134K +4,221 +2%
PWM
482
Perigon Wealth Management
California
$6.4M +$676K +21,320 +12%
JIC
483
Johnson Investment Counsel
Ohio
$6.38M +$1.31M +41,369 +26%
AWM
484
Apollon Wealth Management
South Carolina
$6.38M +$441K +13,911 +7%
SP
485
Sherman Porfolios
Idaho
$6.37M -$143K -4,518 -2%
KA
486
Kovack Advisors
Florida
$6.37M +$1.12M +35,299 +21%
HIW
487
Holos Integrated Wealth
Pennsylvania
$6.36M -$190K -6,001 -3%
FFP
488
FourThought Financial Partners
Florida
$6.34M +$558K +17,584 +10%
FMC
489
First Merchants Corp
Indiana
$6.34M -$215K -6,776 -3%
SAM
490
Smartleaf Asset Management
Massachusetts
$6.34M – – –
SWM
491
Sendero Wealth Management
Texas
$6.33M +$56.2K +1,772 +0.9%
MWA
492
Merkkuri Wealth Advisors
New York
$6.29M +$41.2K +1,300 +0.7%
RMAM
493
Raab & Moskowitz Asset Management
New Jersey
$6.29M +$1.63M +51,413 +35%
HA
494
Hofer & Associates
California
$6.27M +$172K +5,428 +3%
VWM
495
Vigilare Wealth Management
Arizona
$6.25M +$6.25M +197,121 New
MWS
496
MFA Wealth Services
California
$6.24M -$170K -5,372 -3%
FFS
497
Founders Financial Securities
Maryland
$6.23M +$347K +10,948 +6%
WS
498
Wedbush Securities
California
$6.21M +$78.4K +2,472 +1%
TAM
499
Titleist Asset Management
Texas
$6.15M +$312K +9,823 +5%
CAC
500
Certified Advisory Corp
Florida
$6.15M -$505K -15,907 -8%
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