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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
IAP
901
Indie Asset Partners
Indiana
$1.72M +$84.3K +2,780 +5%
RFA
902
Rollins Financial Advisors
New York
$1.71M -$25.2K -832 -1%
PFBT
903
Parkside Financial Bank & Trust
Missouri
$1.69M +$6.52K +215 +0.4%
BW
904
BIP Wealth
Georgia
$1.69M -$87.3K -2,878 -5%
VA
905
VestGen Advisors
Illinois
$1.69M +$1.27M +41,863 +372%
FCIM
906
Fairview Capital Investment Management
California
$1.68M -$45.8K -1,510 -3%
WB
907
West Bancorporation
Iowa
$1.67M -$32.5K -1,071 -2%
WMA
908
West Michigan Advisors
Michigan
$1.67M +$183K +6,049 +12%
LOWM
909
Laurel Oak Wealth Management
New Jersey
$1.67M +$755K +24,886 +84%
GI
910
Gradient Investments
Minnesota
$1.67M +$52.5K +1,730 +3%
WHC
911
Wulff, Hansen & Co
California
$1.67M +$79K +2,603 +5%
TCA
912
Transcend Capital Advisors
New Jersey
$1.66M +$165K +5,446 +11%
SWM
913
Sagace Wealth Management
Florida
$1.66M +$1.64M +53,973 New
PFA
914
Petra Financial Advisors
Colorado
$1.65M -$556K -18,323 -25%
GLA
915
Great Lakes Advisors
Illinois
$1.65M -$48.6K -1,601 -3%
CA
916
Clune & Associates
Illinois
$1.65M +$327K +10,772 +25%
CS
917
Capital Square
Tennessee
$1.63M +$124K +4,074 +8%
PAS
918
PKS Advisory Services
New York
$1.63M -$1.54M -50,845 -49%
CPP
919
Capasso Planning Partners
South Carolina
$1.62M -$149K -4,914 -8%
FWI
920
Facet Wealth Inc
Maryland
$1.62M +$559K +18,421 +53%
TWM
921
Thrive Wealth Management
Pennsylvania
$1.62M +$8.04K +265 +0.5%
CWM
922
Centurion Wealth Management
Virginia
$1.62M +$994K +32,751 +164%
WI
923
Westbourne Investments
Virginia
$1.62M +$45.3K +1,493 +3%
CAG
924
Carroll Advisory Group
Texas
$1.62M +$650K +21,417 +69%
RW
925
REDW Wealth
New Mexico
$1.62M -$70.4K -2,320 -4%
35 36
37
38 39