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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
AGC
626
Aspen Grove Capital
Colorado
$2.62M – – –
CNB
627
Camden National Bank
Maine
$2.62M -$6.72K -258 -0.3%
ISWM
628
Independent Solutions Wealth Management
New York
$2.62M +$87.3K +3,354 +3%
SL
629
SFM LLC
New Hampshire
$2.61M +$215K +8,262 +9%
PWA
630
Pillar Wealth Advisors
Pennsylvania
$2.6M -$521K -20,001 -17%
CIA
631
Capital Investment Advisors
Georgia
$2.6M -$312K -11,997 -11%
FFA
632
Florida Financial Advisors
Florida
$2.58M +$226K +8,688 +10%
CFS
633
Coordinated Financial Services
Colorado
$2.57M +$23.4K +900 +0.9%
BWM
634
BCGM Wealth Management
Indiana
$2.56M -$292K -11,217 -10%
ZIG
635
Zullo Investment Group
Pennsylvania
$2.55M +$6.56K +252 +0.3%
ACG
636
Allen Capital Group
Nebraska
$2.53M – – –
GMA
637
Glassy Mountain Advisors
Maryland
$2.53M +$1.09K +42 +0%
KNFPWM
638
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.5M +$170K +6,540 +7%
LNWWM
639
Laird Norton Wetherby Wealth Management
California
$2.5M -$469 -18 -0%
PFS
640
Prospera Financial Services
Texas
$2.5M +$112K +4,317 +5%
VA
641
Vident Advisory
Georgia
$2.49M – – –
PBO
642
Peoples Bank (Ohio)
Ohio
$2.48M -$190K -7,284 -7%
WCG
643
Weaver Consulting Group
California
$2.47M +$39.1K +1,503 +2%
CPC
644
Consolidated Planning Corp
Georgia
$2.46M -$104K -3,987 -4%
CPRC
645
Consolidated Portfolio Review Corp
New York
$2.46M -$96K -3,687 -4%
AC
646
Abbrea Capital
California
$2.45M -$136K -5,211 -5%
CT
647
Caldwell Trust
Florida
$2.44M +$763K +29,307 +45%
MF
648
Montis Financial
Massachusetts
$2.44M +$988K +37,968 +68%
AMG
649
Advisors Management Group
Wisconsin
$2.42M +$54.4K +2,091 +2%
WF
650
Welch & Forbes
Massachusetts
$2.42M – – –
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