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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
476
Lion Street Advisors
Texas
$5.22M +$282K +10,353 +6%
UBG
477
United Bank (Georgia)
Georgia
$5.16M -$66.1K -2,427 -1%
PCIA
478
Prime Capital Investment Advisors
Kansas
$5.16M -$352K -12,909 -7%
BPFA
479
Barnes Pettey Financial Advisors
Mississippi
$5.14M -$5.48K -201 -0.1%
AA
480
Auxano Advisors
Washington
$5.14M +$90.4K +3,318 +2%
MF
481
Montis Financial
Massachusetts
$5.12M +$2.39M +87,645 +93%
USCWA
482
U.S. Capital Wealth Advisors
Texas
$5.09M -$285K -10,455 -5%
FA
483
Fagan Associates
New York
$5.09M -$85.1K -3,123 -2%
OAM
484
Oppenheimer Asset Management
New York
$5.09M +$116K +4,251 +2%
EWA
485
EverSource Wealth Advisors
Alabama
$5.06M +$151K +5,556 +3%
MHFA
486
Mission Hills Financial Advisory
California
$5.06M +$14.3M +524,991 New
PWM
487
Perigon Wealth Management
California
$5.06M -$7.62M -279,543 -61%
BSSFA
488
Baron Silver Stevens Financial Advisors
Florida
$5.06M +$636K +23,328 +15%
NIC
489
Northwest Investment Counselors
Oregon
$4.95M +$587K +21,537 +14%
EB
490
Eastern Bank
Massachusetts
$4.92M +$4.76M +174,549 New
BFM
491
Boston Financial Management
Massachusetts
$4.91M -$82 -3 -0%
JWCA
492
J.W. Cole Advisors
Florida
$4.89M +$846K +31,047 +22%
FFA
493
Farther Finance Advisors
California
$4.88M +$2.6M +95,613 +123%
CWP
494
Concord Wealth Partners
Virginia
$4.87M -$1.01M -37,086 -18%
WIM
495
Warwick Investment Management
Texas
$4.86M +$20.6K +756 +0.4%
VFIC
496
Valley Forge Investment Consultants
Pennsylvania
$4.85M -$683K -25,062 -13%
RFA
497
Rollins Financial Advisors
New York
$4.82M +$29.4K +1,080 +0.6%
TYCC
498
Texas Yale Capital Corp
Florida
$4.82M -$81.8K -3,003 -2%
RC
499
Rovin Capital
Arizona
$4.77M +$170K +6,243 +4%
PIA
500
Panoramic Investment Advisors
Colorado
$4.76M +$4.6M +169,035 New
18 19
20
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