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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
801
JMG Financial Group
Illinois
$1.89M +$797K +29,227 +73%
CPA
802
Cathy Pareto & Associates
Florida
$1.88M +$16.6K +608 +0.9%
AWMM
803
Aegis Wealth Management (Maryland)
Maryland
$1.88M -$855K -31,333 -31%
BWM
804
BCGM Wealth Management
Indiana
$1.88M +$118K +4,331 +7%
PTC
805
Private Trust Company
Ohio
$1.87M -$53.6K -1,964 -3%
KWM
806
KFG Wealth Management
Indiana
$1.87M +$520K +19,077 +39%
WCM
807
Whitener Capital Management
North Carolina
$1.86M -$48.2K -1,765 -3%
BB
808
Bell Bank
North Dakota
$1.85M +$761K +27,877 +70%
MIA
809
MainStreet Investment Advisors
Illinois
$1.85M +$716K +26,250 +63%
HNB
810
Huntington National Bank
Ohio
$1.84M – – –
JCM
811
Janney Capital Management
Pennsylvania
$1.83M -$21.2K -778 -1%
CWAF
812
Core Wealth Advisors (Florida)
Florida
$1.83M +$106K +3,899 +6%
WEG
813
World Equity Group
Illinois
$1.83M +$64.5K +2,365 +4%
KA
814
Kovack Advisors
Florida
$1.82M -$79.6K -2,919 -4%
NA
815
Note Advisors
New York
$1.81M +$182K +6,661 +11%
FP
816
Financial Perspectives
Minnesota
$1.81M +$327K +11,990 +22%
FFA
817
Founders Financial Alliance
North Carolina
$1.8M -$25.2K -924 -1%
TFA
818
Teamwork Financial Advisors
Texas
$1.8M -$127K -4,662 -7%
DC
819
Diametric Capital
Massachusetts
$1.79M +$268K +9,825 +18%
WFG
820
Wills Financial Group
Virginia
$1.79M +$128K +4,702 +8%
FFP
821
FourThought Financial Partners
Florida
$1.79M – – –
CAM
822
Costello Asset Management
Pennsylvania
$1.76M -$368K -13,496 -17%
FWP
823
Forefront Wealth Partners
Texas
$1.76M -$734K -26,896 -29%
MPWT
824
MassMutual Private Wealth & Trust
Connecticut
$1.75M +$715K +26,200 +69%
EWA
825
Elevate Wealth Advisory
Georgia
$1.75M +$11.5K +422 +0.7%
31 32
33
34 35