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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BSB
776
Bangor Savings Bank
Maine
$2.16M +$72.4K +2,771 +4%
WFS
777
WealthGarden F.S.
California
$2.15M -$496 -19 -0%
GS
778
GWN Securities
Florida
$2.15M -$8.64M -330,978 -80%
FA
779
Fermata Advisors
California
$2.14M -$320K -12,250 -13%
EWM
780
Empirical Wealth Management
Washington
$2.12M +$274K +10,478 +15%
SHFP
781
Second Half Financial Partners
Florida
$2.1M -$3.89M -149,114 -65%
OW
782
Olistico Wealth
Oklahoma
$2.09M +$1.54M +58,882 +293%
WWC
783
Waypoint Wealth Counsel
Georgia
$2.09M +$17.5K +669 +0.9%
PFA
784
Petra Financial Advisors
Colorado
$2.08M -$52.4K -2,005 -2%
SSA
785
Schonfeld Strategic Advisors
New York
$2.08M +$2.05M +78,500 New
RPGNY
786
Retirement Planning Group (New York)
New York
$2.07M +$1.18M +45,118 +137%
ACM
787
Alpha Capital Management
Texas
$2.07M -$1.44M -55,159 -41%
CAM
788
Costello Asset Management
Pennsylvania
$2.07M -$21.2K -812 -1%
MC
789
Miramar Capital
Illinois
$2.06M +$204K +7,798 +11%
LOIM
790
Liberty One Investment Management
Illinois
$2.05M +$39K +1,494 +2%
AG
791
AmeriFlex Group
Nevada
$2.03M +$769K +29,448 +62%
LA
792
Latitude Advisors
Florida
$2.02M -$80.7K -3,089 -4%
PCA
793
Providence Capital Advisors
North Carolina
$2.02M +$258K +9,881 +15%
MWA
794
Medallion Wealth Advisors
Connecticut
$2M -$535K -20,503 -22%
PAA
795
Peregrine Asset Advisers
Oregon
$1.99M +$713K +27,285 +57%
OCPWS
796
One Charles Private Wealth Services
Massachusetts
$1.99M +$1.96M +75,000 New
HF
797
HRT Financial
New York
$1.98M +$1.95M +74,664 New
APIM
798
Agate Pass Investment Management
Washington
$1.95M -$74.1K -2,836 -4%
BFPW
799
BOK Financial Private Wealth
Colorado
$1.95M -$133K -5,105 -6%
FC
800
Fairscale Capital
New Hampshire
$1.95M +$222K +8,507 +13%
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