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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
RRWA
926
Rainey & Randall Wealth Advisors
Florida
$606K +$7.95K +324 +1%
MA
927
Mezzasalma Advisors
New Jersey
$606K -$13.8K -561 -2%
JFG
928
Jefferies Financial Group
New York
$605K +$50K +2,037 +9%
LAIC
929
Lederer & Associates Investment Counsel
California
$600K – – –
BWM
930
Birchcreek Wealth Management
Ohio
$599K -$278K -11,340 -31%
LFA
931
Legacy Financial Advisors
Kentucky
$597K -$362K -14,748 -37%
WCFA
932
Walkner Condon Financial Advisors
Wisconsin
$596K +$33.3K +1,359 +6%
HKIM
933
Hayek Kallen Investment Management
Alabama
$594K +$34.2K +1,395 +6%
SHA
934
Seneca House Advisors
Virginia
$593K -$115K -4,695 -16%
JC
935
JB Capital
Connecticut
$592K +$17.9K +729 +3%
AA
936
ACT Advisors
North Carolina
$591K +$73K +2,976 +13%
KCM
937
Kanawha Capital Management
Virginia
$590K – – –
OWM
938
OneAscent Wealth Management
Alabama
$589K +$613K +24,975 New
NS
939
NBC Securities
Alabama
$589K +$613K +24,999 New
KFI
940
Key Financial Inc
Pennsylvania
$589K -$4.34K -177 -0.7%
VCAM
941
Van Cleef Asset Management
Ohio
$583K -$33K -1,344 -5%
HWM
942
Heirloom Wealth Management
Colorado
$579K -$358K -14,583 -37%
WI
943
WBI Investments
New Jersey
$576K -$256K -10,449 -30%
TP
944
Tranquility Partners
Tennessee
$575K -$210K -8,574 -26%
FPWM
945
FSB Premier Wealth Management
Iowa
$575K -$4.42K -180 -0.7%
SAM
946
Sawgrass Asset Management
Florida
$574K +$6.41K +261 +1%
FFA
947
Founders Financial Alliance
North Carolina
$569K -$37K -1,506 -6%
BIG
948
Builder Investment Group
Georgia
$567K +$147 +6 +0%
DWMS
949
Dominguez Wealth Management Solutions
Virginia
$562K +$1.84K +75 +0.3%
FC
950
Fulcrum Capital
Washington
$561K -$180K -7,347 -24%
36 37
38
39 40