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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
NEGWA
551
New England Guild Wealth Advisors
Connecticut
$710K – – –
SS
552
Sunbelt Securities
Texas
$706K +$215K +8,529 +44%
MFA
553
Mayflower Financial Advisors
Massachusetts
$705K +$41.7K +1,650 +6%
AWM
554
Aprio Wealth Management
Georgia
$703K +$704K +27,897 New
FPCM
555
Financial Partners Capital Management
New York
$699K +$700K +27,720 New
UWM
556
USAdvisors Wealth Management
Minnesota
$695K -$593K -23,472 -46%
SI
557
Stephens Inc
Arkansas
$687K +$104K +4,125 +18%
GTAM
558
Global Trust Asset Management
Florida
$687K +$267K +10,578 +63%
BFPW
559
BOK Financial Private Wealth
Colorado
$684K -$47.8K -1,893 -7%
RA
560
RFG Advisory
Alabama
$682K +$23K +912 +3%
WCFA
561
Walkner Condon Financial Advisors
Wisconsin
$670K +$379 +15 +0.1%
BFG
562
Bouchey Financial Group
New York
$665K -$22.6K -894 -3%
IC
563
Intersect Capital
California
$664K -$19.5K -771 -3%
PB
564
Pinnacle Bancorp
Nebraska
$654K -$41.7K -1,650 -6%
FC
565
Fusion Capital
South Carolina
$654K +$16.5K +654 +3%
GIA
566
Gladstone Institutional Advisory
Florida
$647K +$7.12K +282 +1%
MCP
567
Martin Capital Partners
Oregon
$647K +$10.6K +420 +2%
BFA
568
Beacon Financial Advisory
Ohio
$645K – – –
SIC
569
Sigma Investment Counselors
Michigan
$642K +$31.4K +1,242 +5%
HNB
570
Huntington National Bank
Ohio
$641K +$359K +14,214 New
GI
571
Gradient Investments
Minnesota
$630K +$99.2K +3,927 +19%
RP
572
Rowlandmiller & Partners
Georgia
$622K +$98.5K +3,900 +19%
RRA
573
Round Rock Advisors
Connecticut
$614K -$63.6K -2,517 -9%
SWA
574
Stratos Wealth Advisors
Ohio
$609K +$341K +13,521 +127%
RRWA
575
Rainey & Randall Wealth Advisors
Florida
$606K +$2.35K +93 +0.4%
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