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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
551
Western Wealth Management
Colorado
$4.42M -$2.06M -72,610 -31%
VFIC
552
Valley Forge Investment Consultants
Pennsylvania
$4.4M -$312K -10,966 -6%
BIM
553
Breakwater Investment Management
Washington
$4.4M -$143K -5,032 -3%
TC
554
TownSquare Capital
Utah
$4.39M +$124K +4,349 +3%
ACI
555
Alpha Cubed Investments
California
$4.39M +$96.1K +3,382 +2%
ANTB
556
AMG National Trust Bank
Colorado
$4.36M -$56.8K -1,998 -1%
CCA
557
Cypress Capital Advisors
Tennessee
$4.35M +$4.53M +159,388 New
JPLA
558
Joseph P. Lucia & Associates
New York
$4.34M +$108K +3,786 +2%
AFS
559
Access Financial Services
Minnesota
$4.3M -$92.1K -3,240 -2%
HIW
560
Holos Integrated Wealth
Pennsylvania
$4.27M +$4.44M +156,165 New
IAS
561
Insigneo Advisory Services
Florida
$4.23M +$979K +34,454 +29%
BRWM
562
Blue Rock Wealth Management
North Carolina
$4.23M +$4.4M +154,792 New
PPP
563
Private Portfolio Partners
New Jersey
$4.21M +$63.3K +2,225 +1%
CA
564
Cambridge Advisors
Nebraska
$4.19M +$59.6K +2,097 +1%
CA
565
Cresta Advisors
Texas
$4.17M -$2.81M -98,682 -67%
SKK
566
Shepherd Kaplan Krochuk
Massachusetts
$4.16M +$279K +9,814 +7%
FTS
567
Fifth Third Securities
Ohio
$4.16M +$300K +10,561 +7%
ST
568
Smithfield Trust
Pennsylvania
$4.14M – – –
KFSN
569
Keystone Financial Services (Nebraska)
Nebraska
$4.13M +$4.3M +151,252 New
MWM
570
Moran Wealth Management
Florida
$4.12M +$1.27M +44,814 +42%
PFA
571
Pathway Financial Advisers
Indiana
$4.09M +$38.2K +1,343 +0.9%
FL
572
FreeGulliver LLC
Louisiana
$4.06M +$39.1K +1,376 +0.9%
GPFA
573
Game Plan Financial Advisors
Ohio
$4.06M +$6.2K +218 +0.1%
EB
574
Eastern Bank
Massachusetts
$4.06M -$742K -26,116 -15%
AAMC
575
Asset Allocation & Management Company
Illinois
$4.02M +$1.04M +36,750 +33%
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