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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
551
Mayflower Financial Advisors
Massachusetts
$705K +$41.7K +1,650 +6%
AWM
552
Aprio Wealth Management
Georgia
$703K +$704K +27,897 New
FPCM
553
Financial Partners Capital Management
New York
$699K +$700K +27,720 New
UWM
554
USAdvisors Wealth Management
Minnesota
$695K -$593K -23,472 -46%
SI
555
Stephens Inc
Arkansas
$687K +$104K +4,125 +18%
GTAM
556
Global Trust Asset Management
Florida
$687K +$267K +10,578 +63%
BFPW
557
BOK Financial Private Wealth
Colorado
$684K -$47.8K -1,893 -7%
RA
558
RFG Advisory
Alabama
$682K +$23K +912 +3%
WCFA
559
Walkner Condon Financial Advisors
Wisconsin
$670K +$379 +15 +0.1%
BFG
560
Bouchey Financial Group
New York
$665K -$22.6K -894 -3%
IC
561
Intersect Capital
California
$664K -$19.5K -771 -3%
PB
562
Pinnacle Bancorp
Nebraska
$654K -$41.7K -1,650 -6%
FC
563
Fusion Capital
South Carolina
$654K +$16.5K +654 +3%
GIA
564
Gladstone Institutional Advisory
Florida
$647K +$7.12K +282 +1%
MCP
565
Martin Capital Partners
Oregon
$647K +$10.6K +420 +2%
BFA
566
Beacon Financial Advisory
Ohio
$645K – – –
SIC
567
Sigma Investment Counselors
Michigan
$642K +$31.4K +1,242 +5%
HNB
568
Huntington National Bank
Ohio
$641K +$359K +14,214 New
GI
569
Gradient Investments
Minnesota
$630K +$99.2K +3,927 +19%
RP
570
Rowlandmiller & Partners
Georgia
$622K +$98.5K +3,900 +19%
RRA
571
Round Rock Advisors
Connecticut
$614K -$63.6K -2,517 -9%
SWA
572
Stratos Wealth Advisors
Ohio
$609K +$341K +13,521 +127%
RRWA
573
Rainey & Randall Wealth Advisors
Florida
$606K +$2.35K +93 +0.4%
WP
574
WMS Partners
Maryland
$605K +$21.7K +861 +4%
NFC
575
Northeast Financial Consultants
Connecticut
$604K +$79.8K +3,159 +15%
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