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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
RRA
1051
Round Rock Advisors
Connecticut
$825K -$9.56K -366 -1%
MSAM
1052
Moloney Securities Asset Management
Missouri
$824K +$1.36K +52 +0.2%
ACM
1053
Avalon Capital Management
California
$823K – – –
BC
1054
Barnett & Company
Tennessee
$820K -$15.7K -601 -2%
LIM
1055
Loudon Investment Management
New Hampshire
$819K -$8.23K -315 -1%
IFWM
1056
Institute for Wealth Management
Colorado
$810K +$3.21K +123 +0.4%
AA
1057
Ancora Advisors
Ohio
$809K +$32.9K +1,259 +4%
TIA
1058
Traphagen Investment Advisors
New Jersey
$808K +$32.7K +1,252 +4%
MM
1059
Meridian Management
Arkansas
$806K +$794K +30,398 New
XT
1060
XTX Topco
Cayman Islands
$805K +$793K +30,380 New
SCTC
1061
Sanibel Captiva Trust Company
Florida
$800K – – –
OC
1062
Oarsman Capital
Wisconsin
$797K +$29.9K +1,146 +4%
WCWM
1063
Wooster Corthell Wealth Management
Connecticut
$793K +$86.6K +3,315 +12%
CWM
1064
Connecticut Wealth Management
Connecticut
$784K +$11.4K +437 +1%
MWM
1065
Mission Wealth Management
California
$782K +$262K +10,049 +52%
VAS
1066
Valicenti Advisory Services
New York
$782K +$36.3K +1,389 +5%
TC
1067
TFR Capital
Texas
$778K -$12.4K -476 -2%
C
1068
Certuity
Florida
$770K – – –
BCWM
1069
Bartlett & Co Wealth Management
Ohio
$770K -$4.78K -183 -0.6%
RWM
1070
Rench Wealth Management
Texas
$768K -$5.12K -196 -0.7%
VAG
1071
VisionPoint Advisory Group
Texas
$767K +$22.5K +860 +3%
CWM
1072
CCG Wealth Management
California
$759K – – –
MFG
1073
Magnus Financial Group
New York
$759K +$131K +5,008 +21%
WMWM
1074
Wilkins Miller Wealth Management
Alabama
$758K -$13.7K -526 -2%
B
1075
Bailard
California
$756K -$102K -3,900 -12%
41 42
43
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