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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
GF
851
Gries Financial
Ohio
$1.07M -$24.3K -933 -2%
CNFG
852
Creegan & Nassoura Financial Group
New Hampshire
$1.07M -$27.3K -1,050 -2%
PCMC
853
Private Capital Management (Colorado)
Colorado
$1.06M -$127K -4,884 -11%
RF
854
RHS Financial
California
$1.06M -$909K -34,932 -46%
BONH
855
Bank of New Hampshire
New Hampshire
$1.06M – – –
EWA
856
Elevate Wealth Advisory
Georgia
$1.06M +$33K +1,269 +3%
APA
857
Astoria Portfolio Advisors
New York
$1.04M -$11K -423 -1%
JFG
858
JMG Financial Group
Illinois
$1.04M -$236K -9,060 -18%
WCFA
859
Walkner Condon Financial Advisors
Wisconsin
$1.04M +$29K +1,113 +3%
AWG
860
Altus Wealth Group
Colorado
$1.03M +$125K +4,785 +14%
HNB
861
Hilltop National Bank
Wyoming
$1.02M +$1.03M +39,528 New
SG
862
StoneX Group
New York
$1.02M -$28.6K -1,098 -3%
VFG
863
Valley Financial Group
Pennsylvania
$1.01M -$11.4K -438 -1%
GDP
864
Great Diamond Partners
Maine
$1.01M -$30K -1,152 -3%
MA
865
MAS Advisors
Florida
$1.01M +$19.4K +744 +2%
RDIA
866
RE Dickinson Investment Advisors
Iowa
$1.01M -$521K -20,022 -34%
UAG
867
United Advisor Group
Ohio
$1.01M +$1.01M +38,931 New
CWM
868
Collaborative Wealth Management
Florida
$999K – – –
RK
869
Rather & Kittrell
Tennessee
$994K – – –
GJIA
870
Glass Jacobson Investment Advisors
Maryland
$992K +$2.11K +81 +0.2%
SWA
871
SOA Wealth Advisors
New York
$990K -$34.3K -1,317 -3%
ACA
872
Atlas Capital Advisors
Wyoming
$989K +$1.56K +60 +0.2%
BFA
873
Beaumont Financial Advisors
Massachusetts
$986K -$10.6K -408 -1%
CAI
874
Capital Advisors Inc
Oklahoma
$977K +$67.8K +2,604 +7%
SLWA
875
San Luis Wealth Advisors
California
$975K +$979K +37,602 New
33 34
35
36 37