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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
951
Modera Wealth Management
New Jersey
$836K -$11.6K -450 -1%
ACM
952
Avalon Capital Management
California
$835K – – –
CCM
953
Coldstream Capital Management
Washington
$834K – – –
FC
954
Fusion Capital
South Carolina
$831K -$86.4K -3,345 -10%
WWP
955
Walden Wealth Partners
Ohio
$827K – – –
OC
956
Oarsman Capital
Wisconsin
$827K -$134K -5,178 -14%
SP
957
Stonebrook Private
Michigan
$826K +$119K +4,623 +18%
SC
958
Stephens Consulting
Michigan
$825K -$13.6K -528 -2%
PPWM
959
Perissos Private Wealth Management
Oklahoma
$823K +$791K +30,612 New
AWA
960
Arete Wealth Advisors
Illinois
$821K -$197K -7,620 -20%
DFG
961
Demars Financial Group
Washington
$820K +$788K +30,519 New
CHJWM
962
Carlton Hofferkamp & Jenks Wealth Management
Texas
$817K -$15.1K -585 -2%
SA
963
Sunesis Advisors
Kansas
$817K +$785K +30,399 New
CBC
964
Coombe, Bender & Co
New York
$817K -$46.1K -1,785 -6%
WA
965
Wealth Alliance
New York
$811K +$3.88K +150 +0.5%
HT
966
Heritage Trust
Oklahoma
$806K -$775K -30,000 -50%
AA
967
Ancora Advisors
Ohio
$804K +$39.1K +1,512 +5%
AFO
968
Allie Family Office
Florida
$804K – – –
ACM
969
AUA Capital Management
Pennsylvania
$797K +$766K +29,664 New
HP
970
Holistic Planning
Texas
$796K -$408K -15,807 -35%
BCM
971
Brasada Capital Management
Texas
$794K – – –
BAM
972
Bellevue Asset Management
Washington
$793K +$930 +36 +0.1%
FRA
973
Front Row Advisors
California
$793K +$8.45K +327 +1%
SAM
974
SignalPoint Asset Management
Missouri
$793K +$1.16K +45 +0.2%
LC
975
Landaas & Company
Wisconsin
$793K – – –
37 38
39
40 41