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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
MHS
1001
M Holdings Securities
Oregon
$1.02M +$145K +5,193 +17%
BAWC
1002
Boyce & Associates Wealth Consulting
Texas
$1.02M +$5.16K +185 +0.5%
NCM
1003
Narwhal Capital Management
Georgia
$1.01M +$39K +1,400 +4%
AIP
1004
Almanack Investment Partners
Pennsylvania
$998K +$995K +35,700 New
CCM
1005
Colorado Capital Management
Colorado
$998K +$8.78K +315 +0.9%
MWP
1006
Madison Wealth Partners
Wisconsin
$998K +$4.79K +172 +0.5%
SIMG
1007
Sonora Investment Management Group
Arizona
$997K +$318K +11,421 +47%
FMII
1008
Farmers & Merchants Investments Inc
Nebraska
$995K -$175K -6,282 -15%
FFG
1009
First Financial Group
North Carolina
$995K +$98.7K +3,539 +11%
VFG
1010
Valley Financial Group
Pennsylvania
$992K -$65.4K -2,347 -6%
RFMS
1011
RWQ Financial Management Services
Florida
$991K +$988K +35,430 New
WTFG
1012
Wood Tarver Financial Group
Idaho
$985K -$95.9K -3,440 -9%
FWP
1013
FAS Wealth Partners
Kansas
$984K +$9.28K +333 +1%
CW
1014
Code Waechter
Florida
$983K -$1.62K -58 -0.2%
PP
1015
Patten & Patten
Tennessee
$978K +$3.57K +128 +0.4%
WB
1016
Webster Bank
Connecticut
$972K – – –
ODIJL
1017
One Day In July LLC
Vermont
$968K -$2.87K -103 -0.3%
CMBA
1018
C.M. Bidwell & Associates
Hawaii
$965K -$362 -13 -0%
FSC
1019
Full Sail Capital
Oklahoma
$956K +$351K +12,575 +58%
BB
1020
Bell Bank
North Dakota
$952K -$272K -9,763 -22%
AWA
1021
Aaron Wealth Advisors
Illinois
$951K -$59.3K -2,127 -6%
SWM
1022
Segment Wealth Management
Texas
$948K -$661K -23,730 -41%
BFA
1023
Beaumont Financial Advisors
Massachusetts
$946K -$4.38K -157 -0.5%
AWM
1024
Adams Wealth Management
Utah
$931K -$8.45K -303 -0.9%
CI
1025
CacheTech Inc
Utah
$931K -$8.45K -303 -0.9%
39 40
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