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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
976
Baker Tilly Wealth Management
Wisconsin
$1.09M -$26.1K -938 -2%
CPA
977
Cardiff Park Advisors
California
$1.08M +$416K +14,912 +63%
ZI
978
ZEGA Investments
Florida
$1.08M +$1.08M +38,732 New
VA
979
VestGen Advisors
Illinois
$1.08M +$1.08M +38,609 New
FNBTCON
980
First National Bank & Trust Co of Newtown
Pennsylvania
$1.08M +$164K +5,875 +18%
RK
981
Rather & Kittrell
Tennessee
$1.07M – – –
NCM
982
Next Capital Management
New York
$1.07M +$172K +6,184 +19%
AIA
983
Ally Invest Advisors
North Carolina
$1.07M -$49.1K -1,760 -4%
TPA
984
Trivium Point Advisory
Connecticut
$1.07M -$1.06M -38,101 -50%
MWA
985
Moser Wealth Advisors
Washington
$1.06M -$21.5K -773 -2%
CNFG
986
Creegan & Nassoura Financial Group
New Hampshire
$1.06M -$2.79K -100 -0.3%
MFA
987
Morling Financial Advisors
California
$1.05M – – –
CAGAS
988
Capital Advisory Group Advisory Services
Minnesota
$1.05M +$150K +5,379 +17%
CWM
989
Collaborative Wealth Management
Florida
$1.04M -$36.1K -1,296 -3%
FFP
990
FourThought Financial Partners
Florida
$1.04M +$1.04M +37,257 New
OFG
991
Orcam Financial Group
California
$1.04M -$105K -3,761 -9%
FGA
992
Fortis Group Advisors
New Jersey
$1.03M +$1.03M +37,014 New
BWM
993
Buska Wealth Management
Wisconsin
$1.03M +$35.1K +1,259 +4%
JFG
994
JMG Financial Group
Illinois
$1.03M -$56.6K -2,032 -5%
CA
995
Clune & Associates
Illinois
$1.03M +$105K +3,755 +11%
VWM
996
Valley Wealth Managers
New Jersey
$1.02M -$279K -9,993 -21%
CWA
997
Clearview Wealth Advisors
Oregon
$1.02M -$439K -15,733 -30%
PIA
998
Pinion Investment Advisors
Kansas
$1.02M +$497K +17,813 +95%
MWM
999
Maridea Wealth Management
New York
$1.02M -$39.3K -1,411 -4%
SWA
1000
SOA Wealth Advisors
New York
$1.02M +$16.4K +587 +2%
38 39
40
41 42