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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
926
Steelhead Wealth Management
Virginia
$1.77M +$192K +6,038 +12%
BWM
927
BCGM Wealth Management
Indiana
$1.75M -$150K -4,725 -8%
WG
928
Wellington Group
Indiana
$1.75M – – –
APW
929
Aurora Private Wealth
New Jersey
$1.75M +$6.25K +197 +0.4%
CWM
930
Centurion Wealth Management
Virginia
$1.73M +$59.9K +1,888 +4%
BWMG
931
Barnes Wealth Management Group
California
$1.73M -$48.6K -1,531 -3%
SWM
932
Sagace Wealth Management
Florida
$1.73M +$19.7K +620 +1%
RFA
933
Rollins Financial Advisors
New York
$1.73M -$38.7K -1,219 -2%
KA
934
KLCM Advisors
Wisconsin
$1.73M +$145K +4,567 +9%
CPP
935
Capasso Planning Partners
South Carolina
$1.72M +$44.9K +1,416 +3%
NS
936
NBC Securities
Alabama
$1.72M -$1.82M -57,409 -51%
RFA
937
Register Financial Advisors
Georgia
$1.71M +$158K +4,977 +10%
RIL
938
Rothschild Investment LLC
Illinois
$1.71M +$82.4K +2,598 +5%
GLA
939
Great Lakes Advisors
Illinois
$1.7M -$3.97K -125 -0.2%
CS
940
Capital Square
Tennessee
$1.7M +$8.25K +260 +0.5%
SWP
941
Summit Wealth Partners
Florida
$1.7M +$203K +6,403 +14%
RW
942
REDW Wealth
New Mexico
$1.7M +$28.4K +895 +2%
JDLA
943
J. Derek Lewis & Associates
California
$1.7M +$36.5K +1,150 +2%
AC
944
Anson Capital
Georgia
$1.69M +$650K +20,483 +62%
LA
945
LexAurum Advisors
Kansas
$1.69M +$271K +8,551 +19%
GWMR
946
GC Wealth Management RIA
Massachusetts
$1.67M -$353K -11,126 -17%
SIAG
947
Signet Investment Advisory Group
Rhode Island
$1.67M +$4.92K +155 +0.3%
DT
948
Diversified Trust
Tennessee
$1.67M +$104K +3,287 +7%
ML
949
McAdam LLC
Pennsylvania
$1.67M -$2.52M -79,517 -60%
OA
950
Oasis Advisors
Iowa
$1.66M +$1.66M +52,250 New
36 37
38
39 40