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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
826
Kanawha Capital Management
Virginia
$1.39M – – –
BWM
827
BNC Wealth Management
Oregon
$1.39M -$90.4K -3,318 -6%
PFGIA
828
Patriot Financial Group Insurance Agency
Massachusetts
$1.38M +$121K +4,455 +8%
CWAF
829
Core Wealth Advisors (Florida)
Florida
$1.38M +$80.6K +2,958 +6%
RFN
830
RDA Financial Network
Iowa
$1.38M +$34.2K +1,254 +3%
CIA
831
Compass Ion Advisors
Pennsylvania
$1.38M +$1.33M +48,903 New
RW
832
Rockport Wealth
Ohio
$1.38M -$227K -8,322 -15%
GWMI
833
Guardian Wealth Management (Illinois)
Illinois
$1.37M +$373K +13,692 +39%
SWM
834
Sagace Wealth Management
Florida
$1.37M +$2.59M +95,016 +196%
WP
835
Wealthspan Partners
Iowa
$1.35M +$903K +33,156 +222%
RCWM
836
Royal Capital Wealth Management
Indiana
$1.34M +$5.07K +186 +0.4%
TWM
837
Thrive Wealth Management
Pennsylvania
$1.33M +$22.5K +825 +2%
TNBTD
838
Trustmark National Bank Trust Department
Mississippi
$1.33M +$146K +5,373 +13%
EHAM
839
Eagle Harbor Asset Management
Washington
$1.32M +$18.6K +681 +1%
GI
840
Gradient Investments
Minnesota
$1.31M -$234K -8,577 -16%
VWM
841
Valley Wealth Managers
New Jersey
$1.31M +$525K +19,278 +71%
RGF
842
Retirement Guys Formula
Ohio
$1.31M -$4.9K -180 -0.4%
BCMO
843
Buckingham Capital Management (Ohio)
Ohio
$1.31M -$4.74K -174 -0.4%
WCM
844
WealthBridge Capital Management
Ohio
$1.3M +$45K +1,650 +4%
QCM
845
QRG Capital Management
Illinois
$1.3M +$63.1K +2,316 +5%
FFA
846
Founders Financial Alliance
North Carolina
$1.3M +$4.09K +150 +0.3%
AL
847
Aspiriant LLC
California
$1.29M -$11.6K -426 -0.9%
WMA
848
West Michigan Advisors
Michigan
$1.29M +$93.1K +3,417 +8%
MWM
849
MBE Wealth Management
Wisconsin
$1.28M -$47.3K -1,737 -4%
EFG
850
Ehrlich Financial Group
California
$1.28M +$46.7K +1,716 +4%
32 33
34
35 36