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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
726
MassMutual Private Wealth & Trust
Connecticut
$2.95M +$619K +20,400 +27%
KF
727
Krilogy Financial
Missouri
$2.95M +$152K +5,004 +6%
M
728
MYeCFO
California
$2.92M +$185K +6,107 +7%
CWP
729
Concord Wealth Partners
Virginia
$2.92M -$369K -12,150 -11%
PCIA
730
Prime Capital Investment Advisors
Kansas
$2.92M +$215K +7,080 +8%
SWM
731
Silverlake Wealth Management
Vermont
$2.92M -$10.1K -334 -0.4%
LHEI
732
Leo H. Evart Inc
California
$2.91M +$2.88M +94,939 New
HAG
733
HighPoint Advisor Group
Illinois
$2.91M +$594K +19,584 +26%
RWP
734
Revolve Wealth Partners
New Jersey
$2.9M -$12.1K -399 -0.4%
FCH
735
Freestone Capital Holdings
Washington
$2.9M +$1.57M +51,663 +121%
MAS
736
Madden Advisory Services
Florida
$2.88M -$453K -14,924 -14%
AWP
737
Atlas Wealth Partners
Pennsylvania
$2.88M -$45.9K -1,512 -2%
BA
738
BCM Advisors
Louisiana
$2.87M +$2.45M +80,647 +777%
AIM
739
Aspen Investment Management
Michigan
$2.86M +$1.18M +38,850 +72%
BJL
740
Brighton Jones LLC
Washington
$2.84M +$2.8M +92,461 New
BBA
741
BLB&B Advisors
Pennsylvania
$2.83M +$70.1K +2,311 +3%
WF
742
Welch & Forbes
Massachusetts
$2.83M – – –
JBW
743
Journey Beyond Wealth
Georgia
$2.81M -$8.19K -270 -0.3%
VT
744
Vise Technologies
New York
$2.81M – – –
EFG
745
Everhart Financial Group
Ohio
$2.81M -$196K -6,466 -7%
SIS
746
Sound Income Strategies
Florida
$2.8M +$161K +5,318 +6%
FWM
747
FMA Wealth Management
Massachusetts
$2.8M -$105K -3,459 -4%
JCM
748
Jacobi Capital Management
Pennsylvania
$2.77M -$106K -3,491 -4%
TCBWMS
749
Texas Capital Bank Wealth Management Services
Texas
$2.76M – – –
SFPG
750
Stonebridge Financial Planning Group
Florida
$2.73M – – –
28 29
30
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