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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
526
Rain Capital Management
Oregon
$218K +$1.82K +108 +0.9%
KFGK
527
Keystone Financial Group (Kentucky)
Kentucky
$218K +$213K +12,615 New
FPCG
528
Fort Pitt Capital Group
Pennsylvania
$217K +$212K +12,555 New
GRP
529
Global Retirement Partners
California
$215K +$210K +12,462 New
LNWWM
530
Laird Norton Wetherby Wealth Management
California
$213K +$208K +12,324 New
AFA
531
American Financial Advisors
Georgia
$211K +$199K +11,766 New
BSW
532
Buckingham Strategic Wealth
Missouri
$210K -$93.6K -5,544 -31%
BB
533
Busey Bank
Illinois
$210K +$206K +12,180 New
FHA
534
First Horizon Advisors
Tennessee
$208K – – –
SC
535
SouthState Corp
Florida
$207K +$203K +12,000 New
LWA
536
LWS Wealth Advisors
New Jersey
$204K +$200K +11,844 New
IFWM
537
Institute for Wealth Management
Colorado
$202K +$197K +11,691 New
GT
538
Glenmede Trust
Pennsylvania
$198K +$144K +8,517 +282%
DAM
539
Delta Asset Management
Tennessee
$197K – – –
AIM
540
Anchor Investment Management
South Carolina
$186K +$15.5K +915 +9%
CL
541
Cabana LLC
Arkansas
$183K +$180K +10,635 New
GWM
542
Geneos Wealth Management
Colorado
$181K -$121K -7,146 -40%
DI
543
Disciplined Investments
Oklahoma
$180K +$1.47K +87 +0.8%
PP
544
PDS Planning
Ohio
$175K +$171K +10,122 New
LWANC
545
Laurel Wealth Advisors (North Carolina)
North Carolina
$166K +$76K +4,500 +87%
AWM
546
Apollon Wealth Management
South Carolina
$162K +$158K +9,381 New
MHR
547
Matthew Hamilton Rosenberg
$158K +$155K +9,171 New
JCM
548
Jacobi Capital Management
Pennsylvania
$156K +$8.11K +480 +6%
CAL
549
Capital Analysts LLC
Pennsylvania
$156K +$21.2K +1,254 +16%
ABC
550
Associated Banc-Corp
Wisconsin
$142K -$122K -7,218 -47%
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