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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
MMHP
826
Murphy Middleton Hinkle & Parker
Georgia
$2.38M +$434K +13,668 +22%
ADL
827
Asset Dedication LLC
California
$2.38M +$226K +7,135 +11%
DWP
828
Daymark Wealth Partners
Ohio
$2.37M +$1.33M +42,023 +129%
EF
829
Evanson Financial
Virginia
$2.35M +$2.35M +74,231 New
IA
830
Inspire Advisors
Idaho
$2.34M -$39.8K -1,256 -2%
FA
831
Fiducient Advisors
Illinois
$2.33M +$121K +3,805 +5%
EB
832
Eastern Bank
Massachusetts
$2.33M -$246K -7,757 -10%
GIA
833
GHP Investment Advisors
Colorado
$2.32M +$33.1K +1,043 +1%
HTC
834
Haverford Trust Company
Pennsylvania
$2.32M +$855K +26,963 +58%
BWAM
835
Boyd Watterson Asset Management
Ohio
$2.31M – – –
SDJVC
836
St. Denis J. Villere & Co
Louisiana
$2.31M +$2.31M +72,716 New
NAS
837
NWF Advisory Services
California
$2.29M -$1.16M -36,453 -34%
PIP
838
Peachtree Investment Partners
Florida
$2.29M -$3.26M -102,635 -59%
ACM
839
Alpha Capital Management
Texas
$2.28M -$42.8K -1,350 -2%
MYIA
840
Mount Yale Investment Advisors
Colorado
$2.27M +$40.2K +1,266 +2%
FCIM
841
Fairview Capital Investment Management
California
$2.27M +$535K +16,863 +31%
RPGK
842
Retirement Planning Group (Kansas)
Kansas
$2.27M +$83.7K +2,637 +4%
SFG
843
Strive Financial Group
Indiana
$2.26M +$1.64M +51,610 +263%
MFG
844
Mainsail Financial Group
Washington
$2.25M -$1.63M -51,360 -42%
WCG
845
Weaver Consulting Group
California
$2.25M +$13.1K +414 +0.6%
BRWA
846
B. Riley Wealth Advisors
Florida
$2.24M +$146K +4,614 +7%
SW
847
Simplicity Wealth
New Jersey
$2.23M +$394K +12,410 +21%
RWP
848
RWA Wealth Partners
Massachusetts
$2.22M +$104K +3,289 +5%
GS
849
GWN Securities
Florida
$2.2M +$256K +8,060 +13%
PCM
850
Pennsylvania Capital Management
Pennsylvania
$2.2M -$168K -5,282 -7%
32 33
34
35 36