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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
FWSM
951
First Wilshire Securities Management
California
$1.16M – – –
BWM
952
BNC Wealth Management
Oregon
$1.16M -$109K -4,170 -9%
CAGAS
953
Capital Advisory Group Advisory Services
Minnesota
$1.15M +$152K +5,821 +16%
AFO
954
Allie Family Office
Florida
$1.14M +$6.97K +267 +0.6%
MSWM
955
McGlone Suttner Wealth Management
Wisconsin
$1.14M +$48.2K +1,845 +4%
VP
956
Verum Partners
North Carolina
$1.14M -$345K -13,228 -24%
VA
957
VestGen Advisors
Illinois
$1.13M +$104K +3,976 +10%
MSA
958
Marino Stram & Associates
Massachusetts
$1.13M +$2.17K +83 +0.2%
LC
959
Landaas & Company
Wisconsin
$1.12M +$261K +10,000 +31%
JIC
960
Joel Isaacson & Co
New York
$1.12M -$154K -5,880 -12%
CAI
961
Capital Advisors Inc
Oklahoma
$1.12M +$39.7K +1,521 +4%
WTA
962
Washington Trust Advisors
Massachusetts
$1.11M +$248K +9,480 +29%
KCM
963
Kanawha Capital Management
Virginia
$1.11M -$75.7K -2,900 -6%
TWM
964
Triton Wealth Management
Arizona
$1.1M +$1.06M +40,477 New
MIA
965
MainStreet Investment Advisors
Illinois
$1.1M +$797K +30,535 +282%
ETC
966
Exchange Traded Concepts
Oklahoma
$1.09M +$1.07M +40,994 New
GJIA
967
Glass Jacobson Investment Advisors
Maryland
$1.08M -$233K -8,927 -18%
SAM
968
Secure Asset Management
Michigan
$1.08M -$1.45M -55,350 -58%
WAL
969
W Advisors LLC
Tennessee
$1.07M +$197K +7,533 +23%
CG
970
Cynosure Group
Utah
$1.07M +$1.51K +58 +0.1%
JFG
971
JMG Financial Group
Illinois
$1.06M +$85.3K +3,265 +9%
BB
972
Bell Bank
North Dakota
$1.06M +$157K +6,005 +18%
YWM
973
Yoder Wealth Management
California
$1.06M -$10.2K -390 -1%
CSA
974
Cottage Street Advisors
Massachusetts
$1.06M -$18.2K -698 -2%
SWP
975
Summit Wealth Partners
Florida
$1.06M -$198K -7,596 -16%
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39
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