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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
626
Portus Wealth Advisors
North Carolina
$3.45M +$78.3K +2,878 +2%
BWM
627
BKM Wealth Management
Wisconsin
$3.44M +$267K +9,802 +8%
NS
628
NBC Securities
Alabama
$3.43M -$58.4K -2,147 -2%
S
629
Sachetta
Massachusetts
$3.42M +$80.2K +2,948 +2%
GSIAS
630
Garden State Investment Advisory Services
New Jersey
$3.39M -$312K -11,473 -8%
MWM
631
Maridea Wealth Management
New York
$3.39M -$472K -17,344 -12%
OW
632
Olistico Wealth
Oklahoma
$3.36M +$821K +30,207 +33%
VAS
633
Vestmark Advisory Solutions
Massachusetts
$3.35M +$843K +31,010 +34%
WFAG
634
Worth Financial Advisory Group
North Carolina
$3.34M -$152K -5,600 -4%
TCWM
635
Total Clarity Wealth Management
Illinois
$3.34M +$122K +4,496 +4%
CAG
636
Csenge Advisory Group
Florida
$3.34M -$504K -18,534 -13%
HHCP
637
Hilton Head Capital Partners
South Carolina
$3.33M +$3.3M +121,376 New
MCM
638
Mengis Capital Management
Oregon
$3.31M +$264K +9,720 +9%
CIM
639
Corda Investment Management
Texas
$3.31M +$1.17M +42,879 +55%
RMP
640
Richards, Merrill & Peterson
Washington
$3.3M +$697K +25,638 +27%
SIS
641
Strategic Investment Solutions
Illinois
$3.3M -$591K -21,721 -15%
MWM
642
MOKAN Wealth Management
Kansas
$3.3M -$521K -19,157 -14%
CL
643
COWA LLC
Oklahoma
$3.29M -$216K -7,940 -6%
UAG
644
United Advisor Group
Ohio
$3.29M +$1.36M +50,135 +72%
FD
645
Financial Designs
California
$3.28M +$93.9K +3,452 +3%
BW
646
Bravera Wealth
North Dakota
$3.28M +$3.25M +119,475 New
WF
647
Warner Financial
Maryland
$3.25M +$125K +4,601 +4%
OCM
648
Orion Capital Management
California
$3.24M -$284K -10,441 -8%
FFA
649
Florida Financial Advisors
Florida
$3.23M +$55.3K +2,032 +2%
NFTC
650
North Forty Two & Co
Oregon
$3.21M +$819K +30,110 +35%
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