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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
626
Institute for Wealth Management
Colorado
$480K +$6.94K +273 +1%
VFA
627
Valeo Financial Advisors
Indiana
$479K +$762 +30 +0.2%
WSTAM
628
Wilbanks Smith & Thomas Asset Management
Virginia
$477K +$762 +30 +0.2%
AWM
629
Aprio Wealth Management
Georgia
$469K -$227K -8,928 -32%
5L
630
55I LLC
Massachusetts
$466K +$26.5K +1,044 +6%
PP
631
Professional Planning
California
$465K +$137K +5,400 +40%
MFG
632
Merit Financial Group
Georgia
$460K +$3.96K +156 +0.8%
CAAS
633
Capital Asset Advisory Services
Michigan
$459K -$21.3K -837 -4%
SG
634
StoneX Group
New York
$458K +$107K +4,212 +29%
CA
635
Calton & Associates
Florida
$457K +$8.23K +324 +2%
AC
636
Alley Company
Illinois
$456K +$8.16K +321 +2%
MSA
637
Marino Stram & Associates
Massachusetts
$451K -$614K -24,156 -57%
GLA
638
Good Life Advisors
Pennsylvania
$451K +$4.88K +192 +1%
QAM
639
QCI Asset Management
New York
$450K +$2.59K +102 +0.6%
HTC
640
Haverford Trust Company
Pennsylvania
$443K -$17.5K -690 -4%
CCP
641
Clarkston Capital Partners
Michigan
$442K +$76 +3 +0%
IIC
642
Ironwood Investment Counsel
Arizona
$440K +$103K +4,050 +30%
SHWM
643
Silicon Hills Wealth Management
Texas
$439K -$14.3K -564 -3%
DC
644
Davenport & Co
Virginia
$439K +$65.6K +2,583 +17%
FHA
645
First Horizon Advisors
Tennessee
$438K +$31.9K +1,257 +8%
MGIA
646
Moneta Group Investment Advisors
Missouri
$435K +$19.2K +756 +4%
BTWM
647
Baker Tilly Wealth Management
Wisconsin
$435K +$112K +4,422 +34%
MCM
648
MAI Capital Management
Ohio
$434K +$125K +4,935 +39%
WCM
649
Whitener Capital Management
North Carolina
$432K -$55.6K -2,187 -10%
BONH
650
Bank of New Hampshire
New Hampshire
$432K – – –
24 25
26
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