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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
EIG
676
Ellenbecker Investment Group
Wisconsin
$2.97M -$204K -7,494 -6%
BL
677
BFSG LLC
California
$2.97M -$1.37M -50,295 -32%
ZIG
678
Zullo Investment Group
Pennsylvania
$2.96M +$5.11K +188 +0.2%
CFO
679
Collective Family Office
Pennsylvania
$2.96M +$228K +8,393 +8%
FIA
680
Foundations Investment Advisors
Arizona
$2.96M -$2.41M -88,723 -45%
CWP
681
Concord Wealth Partners
Virginia
$2.94M -$79.6K -2,929 -3%
FWP
682
Flatrock Wealth Partners
California
$2.93M +$2.91M +106,863 New
SWM
683
SeaCrest Wealth Management
New York
$2.92M -$177K -6,520 -6%
GMA
684
Glassy Mountain Advisors
Maryland
$2.89M +$18.6K +683 +0.7%
NJIM
685
Nabity-Jensen Investment Management
Nebraska
$2.86M -$458K -16,854 -14%
AWA
686
Adapt Wealth Advisors
Georgia
$2.86M -$39K -1,433 -1%
BB
687
Bell Bank
North Dakota
$2.86M +$985K +36,212 +53%
CFA
688
CWS Financial Advisors
Michigan
$2.86M +$62.3K +2,291 +2%
PAS
689
PKS Advisory Services
New York
$2.85M +$39.5K +1,451 +1%
ISWM
690
Independent Solutions Wealth Management
New York
$2.85M +$36.8K +1,354 +1%
CIA
691
Choate Investment Advisors
Massachusetts
$2.83M – – –
PGAM
692
Princeton Global Asset Management
New Jersey
$2.82M +$158K +5,815 +6%
MPIA
693
Milestones Private Investment Advisors
New York
$2.81M -$815K -29,971 -23%
VT
694
Vise Technologies
New York
$2.81M +$2.46M +90,528 +759%
CWM
695
Chesapeake Wealth Management
Virginia
$2.81M -$77.7K -2,859 -3%
IAG
696
Investment Advisory Group
Massachusetts
$2.8M -$471K -17,316 -14%
SIA
697
Sage Investment Advisers
New York
$2.79M +$2.77M +101,817 New
CT
698
Clearstead Trust
Maine
$2.79M -$329K -12,101 -11%
SIAG
699
Safeguard Investment Advisory Group
California
$2.79M -$87.3K -3,210 -3%
SFG
700
SNS Financial Group
Minnesota
$2.79M -$385K -14,161 -12%
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