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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
751
Kestra Private Wealth Services
Texas
$1.08M +$1.07M +44,784 New
MMHP
752
Murphy Middleton Hinkle & Parker
Georgia
$1.08M +$573 +24 +0.1%
WEG
753
World Equity Group
Illinois
$1.08M +$1.07M +44,661 New
NFC
754
Northeast Financial Consultants
Connecticut
$1.07M +$340K +14,223 +48%
CA
755
CSM Advisors
Pennsylvania
$1.07M -$7.17K -300 -0.7%
NRA
756
NSI Retail Advisors
Pennsylvania
$1.07M -$7.17K -300 -0.7%
FWSM
757
First Wilshire Securities Management
California
$1.06M – – –
CNFG
758
Creegan & Nassoura Financial Group
New Hampshire
$1.06M -$7.53K -315 -0.7%
AFG
759
Arkansas Financial Group
Arkansas
$1.06M -$46.8K -1,959 -4%
JFGIW
760
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.05M -$220K -9,195 -18%
CS
761
Capital Square
Tennessee
$1.04M +$10.5K +438 +1%
GWM
762
Gray Wealth Management
Maine
$1.04M -$1.72K -72 -0.2%
JFG
763
JMG Financial Group
Illinois
$1.03M +$72 +3 +0%
FAIM
764
Financial Advocates Investment Management
Washington
$1.03M -$55K -2,304 -5%
SAMT
765
Select Asset Management & Trust
Pennsylvania
$1.02M -$5.03M -210,639 -83%
SC
766
Stephens Consulting
Michigan
$1.02M -$395K -16,545 -28%
BCA
767
Bay Colony Advisors
Massachusetts
$1.02M -$76.3K -3,195 -7%
FFA
768
First Foundation Advisors
California
$1.02M +$18.9K +789 +2%
SFG
769
StrategIQ Financial Group
Indiana
$1.02M -$5.81K -243 -0.6%
WCM
770
WealthBridge Capital Management
Ohio
$1.02M +$4.01K +168 +0.4%
FFA
771
Farther Finance Advisors
California
$1.02M -$91.2K -3,819 -8%
PWM
772
Prosperity Wealth Management
California
$1.01M +$36.5K +1,527 +4%
NCM
773
Narwhal Capital Management
Georgia
$1M +$988K +41,358 New
GF
774
Gries Financial
Ohio
$1,000K – – –
PCMC
775
Private Capital Management (Colorado)
Colorado
$997K -$153K -6,408 -13%
29 30
31
32 33