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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
676
Legacy Advisors
Pennsylvania
$2.06M -$307K -12,900 -14%
GIA
677
Gladstone Institutional Advisory
Florida
$2.05M +$319K +13,371 +20%
MWA
678
Muirfield Wealth Advisors
North Carolina
$2.04M +$1.92M +80,460 New
WKSWA
679
White Knight Strategic Wealth Advisors
New Jersey
$2.04M +$437K +18,324 +30%
GA
680
Greytown Advisors
Florida
$2.03M – – –
WWC
681
Waypoint Wealth Counsel
Georgia
$2.01M -$543K -22,782 -22%
OIM
682
Opus Investment Management
Massachusetts
$2M +$120K +5,043 +7%
CSPAM
683
Cary Street Partners Asset Management
Virginia
$1.99M +$794K +33,324 +74%
PTC
684
Private Trust Company
Ohio
$1.99M +$125K +5,265 +7%
WCG
685
Weaver Consulting Group
California
$1.99M +$194K +8,130 +12%
LF
686
LifeSteps Financial
California
$1.98M -$429 -18 -0%
CWM
687
CCG Wealth Management
California
$1.98M -$768K -32,247 -29%
AWE
688
Avidian Wealth Enterprises
Texas
$1.97M -$2.36M -99,009 -56%
PO
689
Private Ocean
California
$1.96M -$175K -7,326 -9%
HCA
690
Heck Capital Advisors
Wisconsin
$1.95M -$1.73M -72,723 -49%
CFD
691
Creative Financial Designs
Indiana
$1.95M +$823K +34,539 +82%
SAM
692
Secure Asset Management
Michigan
$1.95M -$129K -5,409 -7%
ADL
693
Asset Dedication LLC
California
$1.94M +$23K +966 +1%
RF
694
RHS Financial
California
$1.93M +$132K +5,541 +8%
JCM
695
Janney Capital Management
Pennsylvania
$1.93M -$39.3K -1,650 -2%
APW
696
Aurora Private Wealth
New Jersey
$1.92M +$14.9K +627 +0.8%
V
697
ViaWealth
Kansas
$1.9M +$190K +7,959 +12%
FFA
698
Florida Financial Advisors
Florida
$1.9M +$2.5M +104,757 New
MCM
699
Mengis Capital Management
Oregon
$1.9M +$133K +5,592 +8%
SWM
700
Silverlake Wealth Management
Vermont
$1.9M +$20.4K +855 +1%
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