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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
1051
KMG Fiduciary Partners
Ohio
$972K +$315K +11,596 +49%
CMBA
1052
C.M. Bidwell & Associates
Hawaii
$968K +$21.6K +793 +2%
VFG
1053
V2 Financial group
Illinois
$966K +$957K +35,200 New
CW
1054
Code Waechter
Florida
$965K -$4.05K -149 -0.4%
SAM
1055
Strategy Asset Managers
California
$964K +$461K +16,949 +93%
MFA
1056
Morling Financial Advisors
California
$963K +$2.85K +105 +0.3%
FMII
1057
Farmers & Merchants Investments Inc
Nebraska
$961K – – –
BC
1058
Barnett & Company
Tennessee
$952K +$130K +4,771 +16%
EP
1059
Edgestream Partners
New Jersey
$944K +$936K +34,424 New
MWM
1060
Modera Wealth Management
New Jersey
$941K -$79.6K -2,929 -8%
AWA
1061
Aaron Wealth Advisors
Illinois
$934K +$109 +4 +0%
VP
1062
Verum Partners
North Carolina
$934K -$143K -5,244 -13%
ACA
1063
Arsenal Capital Advisors
Pennsylvania
$931K +$923K +33,958 New
EIP
1064
Ellis Investment Partners
Pennsylvania
$931K -$11.7K -429 -1%
JSW
1065
Journey Strategic Wealth
New Jersey
$926K -$265K -9,754 -22%
SIM
1066
Sterling Investment Management
Arizona
$921K +$913K +33,578 New
IF
1067
Ironwood Financial
Arizona
$914K +$72.8K +2,679 +9%
BIP
1068
Blueprint Investment Partners
North Carolina
$913K +$74.5K +2,739 +9%
KDA
1069
Kraft Davis & Associates
Missouri
$912K -$1.79M -65,901 -67%
JCFM
1070
JBR Co Financial Management
Oklahoma
$910K -$66.6K -2,450 -7%
DFG
1071
Demars Financial Group
Washington
$909K -$37.1K -1,363 -4%
BFA
1072
Beaumont Financial Advisors
Massachusetts
$908K +$435 +16 +0%
BFC
1073
Bedel Financial Consulting
Indiana
$907K +$347K +12,749 +63%
PWM
1074
Paulson Wealth Management
Illinois
$902K +$1.06K +39 +0.1%
DC
1075
Darrow Company
Massachusetts
$900K +$4.79K +176 +0.5%
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