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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
751
Macroview Investment Management
Maryland
$2.91M +$237K +7,477 +9%
PCA
752
Providence Capital Advisors
North Carolina
$2.9M +$110K +3,481 +4%
EFG
753
Everhart Financial Group
Ohio
$2.89M -$8.72K -275 -0.3%
XPN
754
XY Planning Network
Montana
$2.89M +$187K +5,907 +7%
CFGA
755
Cambridge Financial Group (Arizona)
Arizona
$2.86M -$642K -20,232 -18%
JBW
756
Journey Beyond Wealth
Georgia
$2.85M -$58.5K -1,843 -2%
VCA
757
Verdence Capital Advisors
Maryland
$2.85M +$462K +14,557 +19%
GWP
758
Gateway Wealth Partners
Wisconsin
$2.84M -$2.04M -64,152 -42%
TCBWMS
759
Texas Capital Bank Wealth Management Services
Texas
$2.82M -$38.1K -1,200 -1%
FA
760
Fermata Advisors
California
$2.81M +$307K +9,686 +12%
JCM
761
Jacobi Capital Management
Pennsylvania
$2.81M -$52.1K -1,643 -2%
CWAF
762
Core Wealth Advisors (Florida)
Florida
$2.81M +$64.9K +2,046 +2%
CSF
763
Capital Squared Financial
Maryland
$2.81M +$293K +9,225 +12%
WKSWA
764
White Knight Strategic Wealth Advisors
New Jersey
$2.81M +$56.9K +1,795 +2%
AWM
765
Aprio Wealth Management
Georgia
$2.8M +$404K +12,734 +17%
CA
766
CoreCap Advisors
Michigan
$2.78M -$2.75M -86,813 -50%
CWP
767
Concord Wealth Partners
Virginia
$2.76M -$255K -8,045 -8%
SWM
768
SpringVest Wealth Management
Texas
$2.75M +$127K +3,992 +5%
CWS
769
Cypress Wealth Services
California
$2.74M -$20.7K -651 -0.7%
BWM
770
BKM Wealth Management
Wisconsin
$2.74M -$40.9K -1,290 -1%
MCA
771
Millennium Capital Advisors
Arkansas
$2.73M -$190 -6 -0%
PPW
772
Pasadena Private Wealth
California
$2.72M +$121K +3,822 +5%
VA
773
Vident Advisory
Georgia
$2.72M -$33.4K -1,053 -1%
PWA
774
Perspective Wealth Advisors
Colorado
$2.71M +$259K +8,153 +11%
PWA
775
Physician Wealth Advisors
Utah
$2.71M +$888 +28 +0%
29 30
31
32 33