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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1026
ClientFirst Wealth Management
Arkansas
$313K -$29.6K -1,200 -9%
AIC
1027
Argus Investors Counsel
New York
$313K – – –
CPW
1028
Catalyst Private Wealth
California
$310K +$304K +12,321 New
RWA
1029
Ropes Wealth Advisors
Massachusetts
$310K +$304K +12,318 New
VFA
1030
Valeo Financial Advisors
Indiana
$309K -$50.9K -2,061 -14%
NCM
1031
Next Capital Management
New York
$309K +$303K +12,273 New
WFA
1032
West Financial Advisors
Iowa
$308K -$43.2K -1,749 -13%
FM
1033
Foster & Motley
Ohio
$307K +$32.9K +1,332 +12%
SF
1034
Synovus Financial
Georgia
$307K +$40.4K +1,638 +16%
PEA
1035
Park Edge Advisors
Ohio
$305K +$299K +12,129 New
JCM
1036
J2 Capital Management
Michigan
$305K – – –
LC
1037
LCNB Corp
Ohio
$303K +$297K +12,024 New
VCM
1038
Virtue Capital Management
Tennessee
$302K -$2K -81 -0.7%
KFGK
1039
Keystone Financial Group (Kentucky)
Kentucky
$301K +$74 +3 +0%
STA
1040
Summit Trail Advisors
New York
$301K – – –
RWRC
1041
R.W. Roge & Company
New York
$299K – – –
PS
1042
Planned Solutions
California
$298K +$2.44K +99 +0.8%
LWM
1043
Lodestone Wealth Management
Washington
$298K +$292K +11,829 New
LCM
1044
Leisure Capital Management
California
$298K +$6.22K +252 +2%
FA
1045
Fiducient Advisors
Illinois
$296K +$290K +11,760 New
TA
1046
Trellis Advisors
Washington
$293K – – –
EWA
1047
Etesian Wealth Advisors
Oregon
$293K +$287K +11,628 New
RIA
1048
Realta Investment Advisors
Delaware
$292K -$4.07K -165 -1%
EWA
1049
Exencial Wealth Advisors
Oklahoma
$291K +$16.9K +684 +6%
NHC
1050
Nicholas Hoffman & Company
Georgia
$289K +$7.55K +306 +3%
40 41
42
43 44