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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
WEG
876
World Equity Group
Illinois
$1.83M -$296K -9,749 -14%
BFG
877
Bleakley Financial Group
New Jersey
$1.82M +$450K +14,849 +33%
FWP
878
Forefront Wealth Partners
Texas
$1.79M -$40K -1,320 -2%
CFP
879
Comprehensive Financial Planning
Pennsylvania
$1.79M +$9.1K +300 +0.5%
BIS
880
BG Investment Services
Guam
$1.78M -$153K -5,056 -8%
CCFM
881
Clear Creek Financial Management
Washington
$1.78M +$178K +5,859 +11%
SW
882
Simplicity Wealth
New Jersey
$1.77M +$30.5K +1,005 +2%
MA
883
Modus Advisors
Minnesota
$1.77M -$9.4K -310 -0.5%
MWP
884
Madison Wealth Partners
Wisconsin
$1.77M +$547K +18,021 +45%
CSA
885
Cottage Street Advisors
Massachusetts
$1.77M +$27.5K +907 +2%
BDFN
886
Bond & Devick Financial Network
Minnesota
$1.77M -$6.83K -225 -0.4%
MWM
887
Mission Wealth Management
California
$1.76M +$62.2K +2,050 +4%
TAM
888
Townsend Asset Management
North Carolina
$1.76M +$7.8K +257 +0.5%
BCA
889
Bay Colony Advisors
Massachusetts
$1.75M +$21.7K +714 +1%
WG
890
Wellington Group
Indiana
$1.75M -$170K -5,610 -9%
IIL
891
Insight Inv LLC
California
$1.75M +$750K +24,710 +77%
EFG
892
Ethos Financial Group
Pennsylvania
$1.75M +$149K +4,907 +9%
IIC
893
Ironwood Investment Counsel
Arizona
$1.75M -$347K -11,443 -17%
OCPWS
894
One Charles Private Wealth Services
Massachusetts
$1.74M – – –
SCA
895
Snowden Capital Advisors
New York
$1.74M -$137K -4,503 -7%
TCIIS
896
TIAA-CREF Individual & Institutional Services
New York
$1.74M +$1.72M +56,631 New
WIA
897
Westview Investment Advisors
Vermont
$1.74M -$444K -14,629 -21%
FGC
898
First Growth Capital
Maryland
$1.73M – – –
BWMG
899
Barnes Wealth Management Group
California
$1.72M -$801K -26,396 -32%
OFS
900
Opus Financial Solutions
Illinois
$1.72M -$127K -4,193 -7%
34 35
36
37 38