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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
951
Atlas Capital Advisors
Wyoming
$1.2M +$105K +3,759 +10%
AFO
952
Allie Family Office
Florida
$1.2M +$260K +9,313 +28%
MSA
953
Marino Stram & Associates
Massachusetts
$1.19M +$1.62K +58 +0.1%
MW
954
Marcum Wealth
Ohio
$1.17M -$65.8K -2,362 -5%
SC
955
SouthState Corp
Florida
$1.17M +$1.16M +41,787 New
MC
956
Montag & Caldwell
Georgia
$1.17M -$10.9K -390 -0.9%
ES
957
ETF Store
Kansas
$1.16M +$143K +5,124 +14%
XPN
958
XY Planning Network
Montana
$1.16M -$422K -15,156 -27%
MSWM
959
McGlone Suttner Wealth Management
Wisconsin
$1.15M +$28.3K +1,016 +3%
CAMG
960
CWA Asset Management Group
Florida
$1.14M -$95.3K -3,419 -8%
CAI
961
Capital Advisors Inc
Oklahoma
$1.14M -$45.9K -1,646 -4%
GF
962
Gries Financial
Ohio
$1.14M – – –
CSA
963
Cottage Street Advisors
Massachusetts
$1.14M +$97.3K +3,489 +9%
WCFA
964
Walkner Condon Financial Advisors
Wisconsin
$1.13M +$21.7K +779 +2%
YWM
965
Yoder Wealth Management
California
$1.13M -$8.92K -320 -0.8%
EFG
966
Ethos Financial Group
Pennsylvania
$1.12M +$6.69K +240 +0.6%
CG
967
Cynosure Group
Utah
$1.12M -$1.66M -59,452 -60%
HTC
968
Haverford Trust Company
Pennsylvania
$1.12M +$636K +22,827 +133%
PWM
969
Paulson Wealth Management
Illinois
$1.12M -$192K -6,895 -15%
KIM
970
Kestra Investment Management
Texas
$1.11M +$420K +15,057 +61%
ZIM
971
Zacks Investment Management
Illinois
$1.1M +$435K +15,614 +65%
KWM
972
KFG Wealth Management
Indiana
$1.1M +$331K +11,888 +43%
DI
973
Disciplined Investors
Texas
$1.1M +$5.16K +185 +0.5%
PFBT
974
Parkside Financial Bank & Trust
Missouri
$1.09M +$360K +12,915 +49%
FFB
975
First Financial Bankshares
Texas
$1.09M +$724K +25,980 +200%
37 38
39
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