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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
FFB
976
First Financial Bankshares
Texas
$1.09M +$724K +25,980 +200%
BTWM
977
Baker Tilly Wealth Management
Wisconsin
$1.09M -$26.1K -938 -2%
CPA
978
Cardiff Park Advisors
California
$1.08M +$416K +14,912 +63%
ZI
979
ZEGA Investments
Florida
$1.08M +$1.08M +38,732 New
VA
980
VestGen Advisors
Illinois
$1.08M +$1.08M +38,609 New
FNBTCON
981
First National Bank & Trust Co of Newtown
Pennsylvania
$1.08M +$164K +5,875 +18%
RK
982
Rather & Kittrell
Tennessee
$1.07M – – –
NCM
983
Next Capital Management
New York
$1.07M +$172K +6,184 +19%
AIA
984
Ally Invest Advisors
North Carolina
$1.07M -$49.1K -1,760 -4%
TPA
985
Trivium Point Advisory
Connecticut
$1.07M -$1.06M -38,101 -50%
MWA
986
Moser Wealth Advisors
Washington
$1.06M -$21.5K -773 -2%
CNFG
987
Creegan & Nassoura Financial Group
New Hampshire
$1.06M -$2.79K -100 -0.3%
OMIC
988
Old Mission Investment Co
Michigan
$1.05M +$68.2K +2,448 +7%
MFA
989
Morling Financial Advisors
California
$1.05M – – –
CAGAS
990
Capital Advisory Group Advisory Services
Minnesota
$1.05M +$150K +5,379 +17%
CWM
991
Collaborative Wealth Management
Florida
$1.04M -$36.1K -1,296 -3%
FFP
992
FourThought Financial Partners
Florida
$1.04M +$1.04M +37,257 New
OFG
993
Orcam Financial Group
California
$1.04M -$105K -3,761 -9%
FGA
994
Fortis Group Advisors
New Jersey
$1.03M +$1.03M +37,014 New
BWM
995
Buska Wealth Management
Wisconsin
$1.03M +$35.1K +1,259 +4%
JFG
996
JMG Financial Group
Illinois
$1.03M -$56.6K -2,032 -5%
CA
997
Clune & Associates
Illinois
$1.03M +$105K +3,755 +11%
VWM
998
Valley Wealth Managers
New Jersey
$1.02M -$279K -9,993 -21%
CWA
999
Clearview Wealth Advisors
Oregon
$1.02M -$439K -15,733 -30%
PIA
1000
Pinion Investment Advisors
Kansas
$1.02M +$497K +17,813 +95%
38 39
40
41 42