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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
976
Patten & Patten
Tennessee
$722K +$8.9K +342 +1%
MPCL
977
My Personal CFO LLC
Washington
$716K +$1.17K +45 +0.2%
EI
978
Ellevest Inc
New York
$715K -$547 -21 -0.1%
CGL
979
Clarius Group LLC
Washington
$712K +$715K +27,486 New
9WM
980
9258 Wealth Management
Ohio
$709K +$55.8K +2,145 +9%
BFG
981
Bleakley Financial Group
New Jersey
$709K -$19.1K -735 -3%
EP
982
Edgestream Partners
New Jersey
$708K +$425K +16,323 +148%
VWM
983
Valley Wealth Managers
New Jersey
$704K -$1.95K -75 -0.3%
WCM
984
Weik Capital Management
Pennsylvania
$704K -$26.9K -1,035 -4%
DJSG
985
D.J. St. Germain
Massachusetts
$703K -$14.3K -549 -2%
JFGIW
986
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$697K -$54.4K -2,088 -7%
PA
987
Prossimo Advisors
California
$695K +$698K +26,817 New
SC
988
Stephens Consulting
Michigan
$694K -$101K -3,897 -13%
LF
989
LifePlan Financial
Minnesota
$693K +$30.8K +1,185 +5%
CA
990
CGN Advisors
Kansas
$691K +$239K +9,180 +52%
AA
991
Ancora Advisors
Ohio
$688K -$88.3K -3,393 -11%
HIP
992
HUB Investment Partners
Texas
$685K +$91.9K +3,531 +15%
SA
993
Strategic Advisors
New York
$683K -$73.2K -2,814 -10%
CMAI
994
Capital Management Associates Inc
Minnesota
$682K -$24.6K -945 -3%
SAM
995
Sawgrass Asset Management
Florida
$681K – – –
RRWA
996
Rainey & Randall Wealth Advisors
Florida
$680K -$34K -1,308 -5%
FCIM
997
Fairview Capital Investment Management
California
$678K -$46.9K -1,800 -6%
SWRP
998
Summit Wealth & Retirement Planning
California
$678K -$8.28K -318 -1%
FPGT
999
Financial Partners Group (Tennessee)
Tennessee
$672K -$312 -12 -0%
BIG
1000
Builder Investment Group
Georgia
$672K +$7.34K +282 +1%
38 39
40
41 42