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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
676
Clearview Wealth Advisors
Oregon
$2.16M -$1.81M -69,573 -45%
FNBOMD
677
First National Bank of Mount Dora
Florida
$2.14M – – –
BTWM
678
Brass Tax Wealth Management
Ohio
$2.14M +$1.55M +59,355 +257%
GA
679
Greytown Advisors
Florida
$2.1M – – –
RWP
680
Revolve Wealth Partners
New Jersey
$2.1M -$10.4K -399 -0.5%
LA
681
Legacy Advisors
Pennsylvania
$2.09M – – –
PCMC
682
Planning Capital Management Corporation
Pennsylvania
$2.08M +$39K +1,500 +2%
CRI
683
Commonwealth Retirement Investments
Virginia
$2.07M -$211K -8,124 -9%
APIM
684
Agate Pass Investment Management
Washington
$2.07M +$39.4K +1,515 +2%
OSAM
685
O'Shaughnessy Asset Management
Connecticut
$2.07M +$1.15M +44,100 +124%
MWA
686
Muirfield Wealth Advisors
North Carolina
$2.06M -$13.4K -513 -0.6%
V
687
ViaWealth
Kansas
$2.05M +$6.79K +261 +0.3%
TAM
688
Townsend Asset Management
North Carolina
$2.05M -$197K -7,557 -9%
VP
689
Verum Partners
North Carolina
$2.04M -$796K -30,567 -28%
SAM
690
Secure Asset Management
Michigan
$2.03M -$937 -36 -0%
WCM
691
Whitener Capital Management
North Carolina
$2.02M +$103K +3,948 +5%
WF
692
Warner Financial
Maryland
$2M – – –
FFA
693
Farther Finance Advisors
California
$2M -$368K -14,139 -15%
WWM
694
WT Wealth Management
Arizona
$2M +$559K +21,462 +39%
HCA
695
Heck Capital Advisors
Wisconsin
$1.98M -$3.67K -141 -0.2%
BWAM
696
Boyd Watterson Asset Management
Ohio
$1.98M – – –
SIC
697
Salem Investment Counselors
North Carolina
$1.98M +$564K +21,651 +40%
KF
698
Krilogy Financial
Missouri
$1.97M -$468K -17,982 -19%
WFS
699
WealthGarden F.S.
California
$1.96M +$1.97M +75,549 New
PI
700
PFG Investments
New York
$1.96M -$2.34M -89,976 -54%
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