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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
701
Beam Wealth Advisors
Louisiana
$2.65M +$152K +5,816 +6%
FCM
702
Fortis Capital Management
Washington
$2.65M -$166K -6,347 -6%
JCM
703
Jacobi Capital Management
Pennsylvania
$2.65M -$161K -6,179 -6%
BMCM
704
Bryn Mawr Capital Management
Pennsylvania
$2.64M +$101K +3,885 +4%
BBHC
705
Brown Brothers Harriman & Co
New York
$2.63M – – –
PGAM
706
Princeton Global Asset Management
New Jersey
$2.63M -$57.8K -2,213 -2%
PWA
707
Physician Wealth Advisors
Utah
$2.62M -$77.2K -2,956 -3%
MCM
708
Mengis Capital Management
Oregon
$2.62M +$86.4K +3,309 +3%
ISWM
709
Independent Solutions Wealth Management
New York
$2.61M -$69.2K -2,649 -3%
MWA
710
Muirfield Wealth Advisors
North Carolina
$2.61M +$418K +15,988 +19%
VFA
711
Valeo Financial Advisors
Indiana
$2.59M +$149K +5,715 +6%
SSI
712
Scott & Selber Inc
Texas
$2.58M -$29.2K -1,117 -1%
ZIG
713
Zullo Investment Group
Pennsylvania
$2.57M +$45.6K +1,747 +2%
GWM
714
Geneos Wealth Management
Colorado
$2.56M +$756K +28,962 +43%
BJL
715
Brighton Jones LLC
Washington
$2.56M -$215K -8,228 -8%
CIG
716
CHB Investment Group
Pennsylvania
$2.55M +$18.1K +693 +0.7%
FWM
717
FMA Wealth Management
Massachusetts
$2.55M +$58.3K +2,233 +2%
RWP
718
Revolve Wealth Partners
New Jersey
$2.54M +$505K +19,353 +25%
CFO
719
Collective Family Office
Pennsylvania
$2.54M +$48.5K +1,857 +2%
CA
720
Crewe Advisors
Utah
$2.53M +$173K +6,636 +7%
CS
721
Capital Square
Tennessee
$2.53M -$900K -34,456 -27%
PCIA
722
Prime Capital Investment Advisors
Kansas
$2.51M -$4.13M -157,978 -62%
WPC
723
Wedmont Private Capital
Pennsylvania
$2.51M -$126K -4,839 -5%
SWM
724
Silverlake Wealth Management
Vermont
$2.51M +$249K +9,529 +11%
ATC
725
Argent Trust Co
Tennessee
$2.51M -$1.71M -65,469 -41%
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