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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
751
Summit Wealth Partners
Florida
$1.51M -$111K -4,644 -7%
LA
752
Latitude Advisors
Florida
$1.51M -$89.7K -3,765 -6%
GGS
753
Galvin Gaustad & Stein
Arizona
$1.5M +$166K +6,984 +13%
ACM
754
Argent Capital Management
Missouri
$1.49M +$1.4M +58,707 New
OWM
755
Opes Wealth Management
California
$1.49M -$476K -19,974 -25%
TC
756
TownSquare Capital
Utah
$1.49M +$356K +14,952 +34%
IAS
757
Insigneo Advisory Services
Florida
$1.48M +$10.7K +450 +0.8%
GI
758
Gradient Investments
Minnesota
$1.48M +$1.22K +51 +0.1%
WFG
759
Wills Financial Group
Virginia
$1.47M -$5.15K -216 -0.4%
WT
760
Whittier Trust
California
$1.46M -$726K -30,480 -35%
BFPW
761
BOK Financial Private Wealth
Colorado
$1.46M +$113K +4,722 +9%
BBPWM
762
Blue Bell Private Wealth Management
Pennsylvania
$1.46M -$63.3K -2,658 -4%
AIA
763
Ally Invest Advisors
North Carolina
$1.46M -$38.9K -1,632 -3%
WPC
764
Wedmont Private Capital
Pennsylvania
$1.45M +$60.1K +2,523 +5%
VF
765
VitalStone Financial
Texas
$1.45M -$36.7K -1,539 -3%
BWP
766
Balboa Wealth Partners
Arizona
$1.45M +$388K +16,293 +40%
IFWM
767
Institute for Wealth Management
Colorado
$1.45M -$40.1K -1,683 -3%
CT
768
Clearstead Trust
Maine
$1.45M +$34.6K +1,452 +3%
JFG
769
JMG Financial Group
Illinois
$1.44M +$309K +12,969 +30%
WAM
770
Worth Asset Management
Texas
$1.44M +$519K +21,798 +63%
CFA
771
CWS Financial Advisors
Michigan
$1.44M +$21.7K +912 +2%
FWA
772
FSC Wealth Advisors
New York
$1.43M -$1.37M -57,357 -50%
OFS
773
OneAscent Financial Services
Alabama
$1.43M +$682K +28,623 +103%
WWA
774
WCG Wealth Advisors
Nevada
$1.43M +$373K +15,645 +39%
PL
775
Plancorp LLC
Missouri
$1.41M -$794K -33,303 -37%
29 30
31
32 33