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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
FFWM
476
Future Financial Wealth Management
Ohio
$5.6M +$251K +8,822 +4%
SFA
477
Sequoia Financial Advisors
Ohio
$5.56M +$1.56M +54,945 +37%
EWA
478
Evolution Wealth Advisors
Florida
$5.52M +$172K +6,057 +3%
KIA
479
KCM Investment Advisors
California
$5.49M -$190K -6,696 -3%
PCS
480
Personal CFO Solutions
New Jersey
$5.48M +$93.7K +3,297 +2%
WA
481
WPG Advisers
Maryland
$5.45M +$5.67M +199,315 New
GFG
482
Goldstone Financial Group
Illinois
$5.43M +$139K +4,890 +3%
FF
483
Friday Financial
Iowa
$5.42M +$5.64M +198,323 New
SFC
484
Strategic Financial Concepts
Texas
$5.41M +$2.4M +84,583 +74%
FHA
485
Flagship Harbor Advisors
Massachusetts
$5.4M +$233K +8,198 +4%
AOWM
486
Alpha Omega Wealth Management
Virginia
$5.4M -$215K -7,551 -4%
CWM
487
Centric Wealth Management
Illinois
$5.37M -$11.2M -392,962 -67%
ACM
488
Advisors Capital Management
New Jersey
$5.36M +$69.4K +2,442 +1%
EWA
489
EP Wealth Advisors
California
$5.36M +$196K +6,910 +4%
AFO
490
Arrowroot Family Office
California
$5.34M +$51.3K +1,805 +0.9%
HH
491
Hilltop Holdings
Texas
$5.33M +$17.6K +619 +0.3%
TW
492
Transform Wealth
Colorado
$5.27M +$1.53M +53,845 +39%
APC
493
Asset Planning Corporation
Tennessee
$5.26M -$1.56M -54,805 -22%
MHFA
494
Mission Hills Financial Advisory
California
$5.26M -$9.46M -332,610 -63%
SMG
495
Smart Money Group
Texas
$5.25M -$11.8M -414,513 -68%
RWA
496
Redhawk Wealth Advisors
Minnesota
$5.24M -$533K -18,743 -9%
PWM
497
Perigon Wealth Management
California
$5.19M +$201K +7,081 +4%
FNT
498
First National Trust
Pennsylvania
$5.17M -$46.9K -1,648 -0.9%
PCA
499
Pallas Capital Advisors
Massachusetts
$5.16M -$10.4M -366,809 -66%
CIA
500
Concurrent Investment Advisors
Florida
$5.12M +$981K +34,493 +23%
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