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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
901
Patriot Financial Group Insurance Agency
Massachusetts
$614K +$84.1K +3,363 +11%
RRWA
902
Rainey & Randall Wealth Advisors
Florida
$611K +$8.03K +321 +1%
FPWM
903
FSB Premier Wealth Management
Iowa
$601K +$15.6K +624 +3%
KFI
904
Key Financial Inc
Pennsylvania
$600K +$19.4K +777 +3%
SG
905
StoneX Group
New York
$593K +$54.8K +2,193 +10%
SAM
906
SignalPoint Asset Management
Missouri
$592K +$18.9K +756 +3%
MC
907
Moors & Cabot
Massachusetts
$588K -$225 -9 -0%
WCFA
908
Walkner Condon Financial Advisors
Wisconsin
$585K -$9.6K -384 -2%
GWM
909
GSB Wealth Management
Connecticut
$584K +$580K +23,205 New
HFS
910
HBC Financial Services
Washington
$584K +$458K +18,321 +341%
BIG
911
Builder Investment Group
Georgia
$584K +$75 +3 +0%
DWMS
912
Dominguez Wealth Management Solutions
Virginia
$581K -$21.2K -849 -3%
PWA
913
Pillar Wealth Advisors
Pennsylvania
$581K +$596K +23,835 New
PO
914
Private Ocean
California
$580K +$2.4K +96 +0.4%
PGAM
915
Princeton Global Asset Management
New Jersey
$579K +$568K +22,731 +2,275%
SAM
916
Sawgrass Asset Management
Florida
$578K – – –
JFG
917
Jefferies Financial Group
New York
$576K +$24.4K +978 +4%
AIP
918
Ahrens Investment Partners
Louisiana
$574K -$526K -21,027 -47%
FLPIM
919
F.L. Putnam Investment Management
Massachusetts
$572K +$268K +10,728 +84%
WCM
920
Windham Capital Management
Massachusetts
$569K +$21.3K +852 +4%
RZH
921
Relyea Zuckerberg Hanson
Connecticut
$569K +$41.9K +1,674 +8%
PI
922
PFG Investments
New York
$568K +$582K +23,274 New
JC
923
JB Capital
Connecticut
$566K -$14.1K -564 -2%
TPWA
924
TRUE Private Wealth Advisors
Oregon
$565K +$21.3K +852 +4%
JIC
925
Joel Isaacson & Co
New York
$560K +$49.7K +1,986 +9%
35 36
37
38 39