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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
1026
Ellis Investment Partners
Pennsylvania
$901K +$206K +7,906 +30%
PWM
1027
Paulson Wealth Management
Illinois
$900K -$156K -5,959 -15%
WCM
1028
Wealthcare Capital Management
Virginia
$898K +$269K +10,282 +44%
WA
1029
Wealth Alliance
New York
$893K +$95.5K +3,655 +12%
BFA
1030
Beaumont Financial Advisors
Massachusetts
$890K -$6.5K -249 -0.7%
PP
1031
Patten & Patten
Tennessee
$884K -$42.2K -1,617 -5%
BAM
1032
Bellevue Asset Management
Washington
$877K +$10.2K +389 +1%
SHGA
1033
Sand Hill Global Advisors
California
$876K +$119K +4,557 +16%
SC
1034
SouthState Corp
Florida
$874K -$230K -8,821 -21%
HKIM
1035
Hayek Kallen Investment Management
Alabama
$873K +$59.2K +2,265 +7%
VCA
1036
Verdence Capital Advisors
Maryland
$871K +$859K +32,877 New
PB
1037
Pinnacle Bancorp
Nebraska
$862K – – –
FCM
1038
Firestone Capital Management
Florida
$857K +$3.45K +132 +0.4%
WTFG
1039
Wood Tarver Financial Group
Idaho
$857K -$75.3K -2,885 -8%
DC
1040
Darrow Company
Massachusetts
$855K -$1.28K -49 -0.2%
MC
1041
Moors & Cabot
Massachusetts
$854K +$209K +7,994 +33%
RAS
1042
RPS Advisory Solutions
Kentucky
$854K +$349K +13,355 +71%
FSC
1043
Full Sail Capital
Oklahoma
$846K -$59K -2,261 -7%
DFG
1044
Demars Financial Group
Washington
$842K +$52K +1,990 +7%
SP
1045
SWS Partners
Ohio
$834K +$287 +11 +0%
PA
1046
Probity Advisors
Texas
$831K +$49.4K +1,892 +6%
CWM
1047
Cornerstone Wealth Management
Missouri
$830K -$757 -29 -0.1%
BWL
1048
Bogart Wealth LLC
Virginia
$830K +$253K +9,673 +45%
BONH
1049
Bank of New Hampshire
New Hampshire
$829K +$18K +690 +2%
WAM
1050
Wernau Asset Management
Massachusetts
$827K – – –
40 41
42
43 44