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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
676
Siena Capital
Ohio
$792K +$236 +9 +0%
NEGWA
677
New England Guild Wealth Advisors
Connecticut
$792K +$51.1K +1,950 +7%
BAM
678
Bellevue Asset Management
Washington
$787K -$2.91K -111 -0.4%
NFC
679
Northeast Financial Consultants
Connecticut
$784K – – –
ACM
680
Avalon Capital Management
California
$783K +$813K +31,050 New
VWA
681
V Wealth Advisors
Kansas
$782K +$161K +6,141 +26%
SIA
682
Soltis Investment Advisors
Utah
$778K +$65.8K +2,511 +9%
CA
683
CapWealth Advisors
Tennessee
$774K -$73.8K -2,820 -9%
WCM
684
Whitener Capital Management
North Carolina
$766K +$24K +915 +3%
IFWM
685
Institute for Wealth Management
Colorado
$749K +$8.41K +321 +1%
OFG
686
Orcam Financial Group
California
$733K -$204K -7,776 -22%
HFBOT
687
Home Federal Bank of Tennessee
Tennessee
$733K – – –
AWM
688
Aprio Wealth Management
Georgia
$731K +$267K +10,182 +58%
CWM
689
Cordatus Wealth Management
Pennsylvania
$729K +$64K +2,445 +10%
NSAM
690
North Star Asset Management
Wisconsin
$719K -$159K -6,066 -18%
WPC
691
Wedmont Private Capital
Pennsylvania
$717K +$361K +13,776 +103%
CCP
692
Clarkston Capital Partners
Michigan
$711K +$240K +9,177 +51%
PWP
693
Personal Wealth Partners
Minnesota
$705K +$138K +5,253 +24%
FC
694
Fusion Capital
South Carolina
$704K -$29.8K -1,137 -4%
GVAG
695
Great Valley Advisor Group
Delaware
$702K +$50.6K +1,932 +8%
B
696
Bailard
California
$701K – – –
MCP
697
Martin Capital Partners
Oregon
$698K +$14.1K +537 +2%
CAMG
698
CWA Asset Management Group
Florida
$693K -$123K -4,692 -15%
IC
699
Intersect Capital
California
$692K – – –
RWA
700
Redhawk Wealth Advisors
Minnesota
$692K +$82.9K +3,165 +14%
26 27
28
29 30