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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
726
Essex Financial Services
Connecticut
$1.73M +$14K +588 +0.9%
RA
727
Ruggaard & Associates
Ohio
$1.73M -$395K -16,587 -20%
LCM
728
Liberty Capital Management
Michigan
$1.72M -$13.6K -570 -0.8%
BWAM
729
Boyd Watterson Asset Management
Ohio
$1.72M +$152K +6,360 +10%
MWP
730
Meridian Wealth Partners
Pennsylvania
$1.68M -$15.5K -651 -1%
WOC
731
West Oak Capital
California
$1.68M -$96.5K -4,050 -6%
MPCA
732
Madison Park Capital Advisors
Washington
$1.66M +$1.56M +65,382 New
WKWM
733
Walter & Keenan Wealth Management
Indiana
$1.66M +$268K +11,250 +21%
PFA
734
Petra Financial Advisors
Colorado
$1.65M -$72.6K -3,045 -4%
CT
735
Caldwell Trust
Florida
$1.65M -$37K -1,551 -2%
IF
736
IRON Financial
Illinois
$1.65M +$25.2K +1,056 +2%
MTIC
737
Missouri Trust & Investment Company
Missouri
$1.65M -$2.57K -108 -0.2%
TFM
738
Trademark Financial Management
Minnesota
$1.64M +$1.54M +64,761 New
CHA
739
Carmichael Hill & Associates
Maryland
$1.64M +$24.6K +1,032 +2%
EWM
740
Empirical Wealth Management
Washington
$1.62M +$93.9K +3,939 +7%
CMS
741
Capital Market Strategies
Florida
$1.61M -$137K -5,763 -8%
SFC
742
Strategic Financial Concepts
Texas
$1.61M -$2.4M -100,743 -61%
CCB
743
Cutter & Co Brokerage
Missouri
$1.6M +$5.79K +243 +0.4%
EFG
744
Embree Financial Group
Illinois
$1.6M +$1.5M +62,889 New
IAA
745
Independent Advisor Alliance
North Carolina
$1.59M -$240K -10,062 -14%
PAMG
746
Patton Albertson Miller Group
Tennessee
$1.58M -$197K -8,283 -12%
PPW
747
Pasadena Private Wealth
California
$1.55M +$73.8K +3,096 +5%
WIA
748
World Investment Advisors
California
$1.55M -$6M -251,991 -81%
IC
749
Inscription Capital
Texas
$1.54M +$39K +1,635 +3%
MA
750
Modus Advisors
Minnesota
$1.53M -$208K -8,712 -13%
28 29
30
31 32