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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
576
Kingsview Wealth Management
Oregon
$2.43M +$481K +20,130 +25%
WA
577
WBH Advisory
Maryland
$2.43M -$253K -10,602 -10%
TW
578
Transform Wealth
Colorado
$2.42M -$86.8K -3,633 -4%
GLA
579
Good Life Advisors
Pennsylvania
$2.41M +$852K +35,658 +56%
VIA
580
Vident Investment Advisory
Georgia
$2.38M +$2.35M +98,316 New
TPA
581
Trivium Point Advisory
Connecticut
$2.36M +$820K +34,302 +54%
APW
582
Austin Private Wealth
Texas
$2.36M +$1.53M +63,912 +191%
SC
583
Savant Capital
Illinois
$2.36M -$248K -10,392 -10%
ACG
584
Allen Capital Group
Nebraska
$2.34M +$18.3K +765 +0.8%
CCM
585
Crew Capital Management
Ohio
$2.33M +$1.52M +63,792 +196%
CIA
586
Capital Investment Advisors
Georgia
$2.33M +$28.3K +1,185 +1%
FPIS
587
Financial Planning & Information Services
Wisconsin
$2.31M +$1.23M +51,318 +116%
SPA
588
Sentinel Pension Advisors
Massachusetts
$2.3M +$228K +9,543 +11%
WB
589
West Bancorporation
Iowa
$2.29M -$29K -1,212 -1%
CFA
590
Cahill Financial Advisors
Minnesota
$2.28M +$373K +15,612 +20%
LA
591
Legacy Advisors
Pennsylvania
$2.28M +$691K +28,920 +44%
SS
592
Simplicity Solutions
Minnesota
$2.27M -$377K -15,777 -14%
WT
593
Whittier Trust
California
$2.25M -$4.84M -202,689 -69%
WF
594
Welch & Forbes
Massachusetts
$2.23M -$52.2K -2,184 -2%
FIC
595
Family Investment Center
Missouri
$2.23M +$63.4K +2,655 +3%
AIM
596
Anchor Investment Management
South Carolina
$2.23M +$366K +15,333 +20%
CA
597
Crewe Advisors
Utah
$2.23M -$136K -5,682 -6%
BAM
598
Belpointe Asset Management
Nevada
$2.22M -$2.44M -102,252 -53%
BWM
599
Baystate Wealth Management
Massachusetts
$2.22M +$33.8K +1,413 +2%
ZIG
600
Zullo Investment Group
Pennsylvania
$2.21M -$47.1K -1,971 -2%
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