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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
476
Flagship Harbor Advisors
Massachusetts
$5.72M +$245K +9,015 +5%
BSSFA
477
Baron Silver Stevens Financial Advisors
Florida
$5.67M +$191K +7,020 +4%
PS
478
Principal Securities
Iowa
$5.67M +$42.8K +1,573 +0.8%
LA
479
Legacy Advisors
Pennsylvania
$5.63M +$20.5K +753 +0.4%
HIW
480
Holos Integrated Wealth
Pennsylvania
$5.61M +$1.31M +48,067 +31%
IWM
481
IHT Wealth Management
Illinois
$5.53M -$3.37M -124,048 -38%
SWM
482
Sendero Wealth Management
Texas
$5.5M -$450K -16,548 -8%
B
483
Bensler
Washington
$5.44M -$366K -13,471 -6%
LPT
484
Legacy Private Trust
Wisconsin
$5.43M -$24.3K -892 -0.4%
RDWM
485
Red Door Wealth Management
Tennessee
$5.42M -$194K -7,152 -3%
MWA
486
Merkkuri Wealth Advisors
New York
$5.41M -$3.79M -139,258 -41%
AOWM
487
Alpha Omega Wealth Management
Virginia
$5.36M +$54.5K +2,005 +1%
PIAS
488
PCA Investment Advisory Services
Ohio
$5.35M -$611K -22,454 -10%
EF
489
Exeter Financial
Arizona
$5.35M +$315K +11,573 +6%
WP
490
WealthPLAN Partners
Nebraska
$5.31M -$521K -19,159 -9%
CPC
491
Cadia Private Client
New Jersey
$5.3M +$5.25M +193,193 New
CW
492
Channel Wealth
California
$5.25M -$5.27M -193,884 -50%
ES
493
Eagle Strategies
New York
$5.23M +$87.5K +3,219 +2%
PI
494
PFG Investments
New York
$5.19M +$209K +7,682 +4%
HA
495
Hofer & Associates
California
$5.17M +$183K +6,744 +4%
SWM
496
Spire Wealth Management
Virginia
$5.16M +$62K +2,282 +1%
SF
497
Seek First
California
$5.16M -$183K -6,716 -3%
WLIM
498
White Lighthouse Investment Management
Massachusetts
$5.15M +$1.75M +64,483 +52%
WS
499
Wedbush Securities
California
$5.12M +$86.6K +3,186 +2%
AWM
500
Apollon Wealth Management
South Carolina
$5.11M -$110K -4,054 -2%
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