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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
626
Revolve Wealth Partners
New Jersey
$2.01M -$460K -19,233 -19%
FNBOMD
627
First National Bank of Mount Dora
Florida
$2M -$11.8K -495 -0.6%
BWM
628
BerganKDV Wealth Management
Minnesota
$1.98M +$8.6K +360 +0.4%
CFGSD
629
Compass Financial Group (South Dakota)
South Dakota
$1.97M +$501K +20,961 +35%
AWP
630
Atlas Wealth Partners
Pennsylvania
$1.97M +$1.88M +78,810 New
CC
631
Cypress Capital
Tennessee
$1.9M +$312K +13,068 +20%
IAG
632
Investment Advisory Group
Massachusetts
$1.85M +$87.7K +3,669 +5%
MCM
633
Maple Capital Management
Vermont
$1.82M -$43.9K -1,839 -2%
ADL
634
Asset Dedication LLC
California
$1.82M -$161K -6,744 -8%
WOC
635
West Oak Capital
California
$1.81M +$92.9K +3,888 +5%
NGA
636
Naples Global Advisors
Florida
$1.8M -$24.6K -1,029 -1%
MA
637
Modus Advisors
Minnesota
$1.79M -$11.3K -471 -0.6%
WWM
638
WT Wealth Management
Arizona
$1.79M -$1.41M -59,175 -44%
PA
639
Planning Alternatives
Michigan
$1.78M -$36.8K -1,542 -2%
HNB
640
Huntington National Bank
Ohio
$1.77M – – –
TFGT
641
TS Financial Group (TSFG)
Illinois
$1.77M +$278K +11,625 +19%
RF
642
RHS Financial
California
$1.77M -$1.2M -50,397 -41%
KM
643
Kalos Management
Georgia
$1.75M -$40.1K -1,680 -2%
KTM
644
Keeler Thomas Management
Utah
$1.74M +$239K +9,993 +16%
CMS
645
Capital Market Strategies
Florida
$1.74M -$97.4K -4,077 -5%
SAG
646
SageView Advisory Group
California
$1.73M +$927K +38,799 +119%
CB
647
Commerce Bank
Missouri
$1.72M – – –
RBFC
648
Roman Butler Fullerton & Co
Missouri
$1.71M +$145K +6,048 +10%
LF
649
LifeSteps Financial
California
$1.71M +$71.4K +2,988 +4%
APW
650
Aurora Private Wealth
New Jersey
$1.71M -$149K -6,219 -8%
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