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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BSSFA
876
Baron Silver Stevens Financial Advisors
Florida
$678K +$695K +27,789 New
B
877
Bailard
California
$658K +$525 +21 +0.1%
EWA
878
EP Wealth Advisors
California
$654K -$21.7M -869,607 -95%
ESB
879
Essex Savings Bank
Connecticut
$646K -$900 -36 -0.1%
CSA
880
Cottage Street Advisors
Massachusetts
$645K +$661K +26,436 New
MW
881
Marcum Wealth
Ohio
$644K +$393K +15,726 +147%
MFG
882
Monumental Financial Group
Maryland
$643K +$57.9K +2,316 +10%
AWA
883
Arete Wealth Advisors
Illinois
$642K +$95K +3,798 +17%
OWM
884
OneAscent Wealth Management
Alabama
$641K -$14K -561 -2%
MSAM
885
Moloney Securities Asset Management
Missouri
$640K -$839K -33,549 -56%
RWA
886
Redhawk Wealth Advisors
Minnesota
$636K -$1.5K -60 -0.2%
CCP
887
Clarkston Capital Partners
Michigan
$636K -$11.6K -462 -2%
MC
888
Montag & Caldwell
Georgia
$635K -$472K -18,894 -42%
CAMG
889
CWA Asset Management Group
Florida
$635K +$51.4K +2,055 +9%
EFH
890
Eaton Financial Holdings
Florida
$631K +$19.6K +783 +3%
MA
891
Mezzasalma Advisors
New Jersey
$629K +$645K +25,806 New
FMII
892
Farmers & Merchants Investments Inc
Nebraska
$628K +$37.5K +1,500 +6%
FFA
893
Founders Financial Alliance
North Carolina
$626K +$282K +11,274 +79%
DI
894
DFPG Investments
Utah
$625K +$302K +12,063 +89%
HIS
895
Horizon Investment Services
Indiana
$624K +$3.38K +135 +0.5%
GC
896
Gratus Capital
Georgia
$622K +$42.8K +1,713 +7%
LAIC
897
Lederer & Associates Investment Counsel
California
$621K -$2.25K -90 -0.4%
AWM
898
Aprio Wealth Management
Georgia
$621K +$124K +4,959 +24%
BONH
899
Bank of New Hampshire
New Hampshire
$620K – – –
SWM
900
Stockman Wealth Management
Montana
$618K -$170K -6,813 -21%
34 35
36
37 38