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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
726
Financial Perspectives
Minnesota
$3.06M +$522K +16,455 +21%
IAG
727
Investment Advisory Group
Massachusetts
$3.06M -$50.3K -1,586 -2%
WCM
728
Wealthcare Capital Management
Virginia
$3.05M +$665K +20,956 +28%
OCM
729
Orion Capital Management
California
$3.04M -$523K -16,499 -15%
LHEI
730
Leo H. Evart Inc
California
$3.04M +$31.6K +997 +1%
IAA
731
Independent Advisor Alliance
North Carolina
$3.03M -$29.2M -919,955 -91%
SSI
732
Scott & Selber Inc
Texas
$3.03M -$32.1K -1,012 -1%
RWP
733
Revolve Wealth Partners
New Jersey
$3M -$1.01K -32 -0%
MFG
734
Magnus Financial Group
New York
$2.99M +$300K +9,466 +11%
BIP
735
Blueprint Investment Partners
North Carolina
$2.99M +$1.9M +59,904 +175%
CFG
736
Compass Financial Group
Ohio
$2.98M -$2.54M -80,133 -46%
MSS
737
Mitchell Sinkler & Starr
Pennsylvania
$2.98M -$93.6K -2,950 -3%
MAS
738
Madden Advisory Services
Florida
$2.97M -$1.08K -34 -0%
BFA
739
Blueprint Financial Advisors
North Carolina
$2.95M +$1.9M +59,898 +180%
PCMNC
740
Piedmont Capital Management (North Carolina)
North Carolina
$2.95M +$159K +5,005 +6%
CT
741
Caldwell Trust
Florida
$2.94M +$132K +4,164 +5%
RA
742
RFG Advisory
Alabama
$2.93M -$1.42M -44,892 -33%
WF
743
Welch & Forbes
Massachusetts
$2.93M – – –
WWA
744
WCG Wealth Advisors
Nevada
$2.92M -$313K -9,854 -10%
M
745
MYeCFO
California
$2.92M -$99.5K -3,137 -3%
AWP
746
Atlas Wealth Partners
Pennsylvania
$2.92M -$53.1K -1,674 -2%
JHC
747
J. Hagan Capital
Kentucky
$2.91M +$280K +8,819 +11%
MIM
748
Macroview Investment Management
Maryland
$2.91M +$237K +7,477 +9%
PCA
749
Providence Capital Advisors
North Carolina
$2.9M +$110K +3,481 +4%
EFG
750
Everhart Financial Group
Ohio
$2.89M -$8.72K -275 -0.3%
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30
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