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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
901
Connecticut Wealth Management
Connecticut
$685K -$47.9K -1,950 -6%
RWM
902
Rench Wealth Management
Texas
$678K +$25.4K +1,035 +4%
SWM
903
Soundmark Wealth Management
Washington
$676K -$9.42K -384 -1%
APW
904
Austin Private Wealth
Texas
$676K -$1.69M -68,754 -71%
BBA
905
BLB&B Advisors
Pennsylvania
$673K +$1.77K +72 +0.3%
SWA
906
Strategies Wealth Advisors
Michigan
$672K +$1.18K +48 +0.2%
LEFP
907
Leading Edge Financial Planning
Tennessee
$671K -$289K -11,760 -29%
CWM
908
Cornerstone Wealth Management
Missouri
$664K +$72K +2,934 +12%
AP
909
Appleton Partners
Massachusetts
$659K -$79.7K -3,246 -10%
OFS
910
OneAscent Financial Services
Alabama
$657K +$683K +27,852 New
CWM
911
Collaborative Wealth Management
Florida
$654K +$23.3K +948 +4%
EFG
912
Ethos Financial Group
Pennsylvania
$642K -$114K -4,626 -15%
FFC
913
First Financial Corp
Indiana
$637K – – –
CA
914
CGN Advisors
Kansas
$636K -$8.47M -345,156 -93%
FPGT
915
Financial Partners Group (Tennessee)
Tennessee
$631K +$2.36K +96 +0.4%
PI
916
PFG Investments
New York
$630K +$25.7K +1,047 +4%
RFN
917
RDA Financial Network
Iowa
$630K +$248K +10,095 +61%
MW
918
Marcum Wealth
Ohio
$630K -$3.83K -156 -0.6%
B
919
Bailard
California
$622K -$11.7K -477 -2%
DWT
920
Dorsey & Whitney Trust
South Dakota
$622K +$35.9K +1,461 +6%
HIS
921
Horizon Investment Services
Indiana
$617K +$16.3K +666 +3%
VC
922
Vicus Capital
Pennsylvania
$617K +$77.4K +3,153 +14%
MC
923
Moors & Cabot
Massachusetts
$611K +$1.4K +57 +0.2%
CCP
924
Clarkston Capital Partners
Michigan
$609K -$6.92K -282 -1%
WSTAM
925
Wilbanks Smith & Thomas Asset Management
Virginia
$606K +$3.09K +126 +0.5%
35 36
37
38 39