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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWAF
776
Core Wealth Advisors (Florida)
Florida
$557K +$28.4K +1,170 +5%
BFG
777
Bouchey Financial Group
New York
$556K -$6.49K -267 -1%
WKWM
778
Walter & Keenan Wealth Management
Indiana
$556K +$6.56K +270 +1%
JC
779
JB Capital
Connecticut
$555K -$7.13M -293,535 -92%
SFS
780
Solitude Financial Services
Virginia
$549K +$235K +9,660 +64%
RRWA
781
Rainey & Randall Wealth Advisors
Florida
$545K +$3.06K +126 +0.5%
MSAM
782
Moloney Securities Asset Management
Missouri
$544K -$3.21K -132 -0.5%
AWM
783
Aprio Wealth Management
Georgia
$543K -$68K -2,799 -10%
IAG
784
Investment Advisory Group
Massachusetts
$543K +$72.4K +2,982 +14%
FMII
785
Farmers & Merchants Investments Inc
Nebraska
$537K +$562K +23,145 +2,057%
LA
786
Legacy Advisors
Pennsylvania
$533K – – –
AP
787
Appleton Partners
Massachusetts
$532K +$29.3K +1,206 +5%
BHWM
788
Bar Harbor Wealth Management
New Hampshire
$531K – – –
KFI
789
Key Financial Inc
Pennsylvania
$528K – – –
WCFA
790
Walkner Condon Financial Advisors
Wisconsin
$528K +$10.2K +420 +2%
CAMG
791
CWA Asset Management Group
Florida
$527K -$145K -5,988 -20%
MC
792
Moors & Cabot
Massachusetts
$527K +$295K +12,156 +104%
RRA
793
Round Rock Advisors
Connecticut
$523K -$2.11K -87 -0.4%
SG
794
StoneX Group
New York
$521K -$47K -1,935 -8%
RWA
795
Redhawk Wealth Advisors
Minnesota
$519K +$44.3K +1,824 +8%
SAM
796
Sawgrass Asset Management
Florida
$518K – – –
WSTAM
797
Wilbanks Smith & Thomas Asset Management
Virginia
$518K +$41.2K +1,695 +8%
SWM
798
Soundmark Wealth Management
Washington
$509K +$4.96K +204 +0.9%
SAM
799
SignalPoint Asset Management
Missouri
$508K +$6.34K +261 +1%
HNB
800
Huntington National Bank
Ohio
$505K – – –
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