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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
476
Win Advisors
Florida
$6.19M +$6.12M +201,790 New
SIAG
477
Safeguard Investment Advisory Group
California
$6.18M +$3.02M +99,679 +98%
WWM
478
Western Wealth Management
Colorado
$6.17M +$2.17M +71,437 +55%
HIW
479
Holos Integrated Wealth
Pennsylvania
$6.16M -$20.3K -670 -0.3%
SF
480
Seek First
California
$6.16M +$385K +12,683 +7%
AAS
481
Annex Advisory Services
Wisconsin
$6.15M -$3.4M -112,023 -36%
RPGNY
482
Retirement Planning Group (New York)
New York
$6.13M +$854K +28,167 +16%
SWM
483
Sendero Wealth Management
Texas
$6.07M -$81.1K -2,675 -1%
WP
484
Wealthspan Partners
Iowa
$6.06M +$561K +18,503 +10%
PFS
485
Prospera Financial Services
Texas
$6.06M +$1.53M +50,442 +34%
SAM
486
Smartleaf Asset Management
Massachusetts
$6.05M -$1.68M -55,527 -22%
MWA
487
Merkkuri Wealth Advisors
New York
$6.04M -$3.37K -111 -0.1%
MIA
488
Milestone Investment Advisors
Wisconsin
$5.99M -$470K -15,496 -7%
LPT
489
Legacy Private Trust
Wisconsin
$5.98M -$99K -3,264 -2%
WS
490
Wedbush Securities
California
$5.94M +$210K +6,919 +4%
HA
491
Hofer & Associates
California
$5.9M +$114K +3,766 +2%
SWM
492
Spire Wealth Management
Virginia
$5.88M +$108K +3,548 +2%
IWM
493
IHT Wealth Management
Illinois
$5.88M -$300K -9,886 -5%
HA
494
HC Advisors
Georgia
$5.81M +$326K +10,741 +6%
SS
495
Sunbelt Securities
Texas
$5.79M -$2.24M -73,825 -28%
CPC
496
Cadia Private Client
New Jersey
$5.77M -$159K -5,234 -3%
DWM
497
Diversify Wealth Management
Utah
$5.76M -$840K -27,691 -13%
AWM
498
Apollon Wealth Management
South Carolina
$5.75M +$27.3K +901 +0.5%
FFS
499
Founders Financial Securities
Maryland
$5.74M -$1.5M -49,599 -21%
PIAS
500
PCA Investment Advisory Services
Ohio
$5.74M -$247K -8,131 -4%
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