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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
MM
1076
Meridian Management
Arkansas
$1.17M +$9.2K +290 +0.8%
RF
1077
RHS Financial
California
$1.17M -$135K -4,250 -10%
IWP
1078
Insight Wealth Partners
Texas
$1.16M -$16.1K -507 -1%
MIH
1079
Meitav Investment House
Israel
$1.16M +$1.16M +36,684 New
RWM
1080
Ritholtz Wealth Management
New York
$1.16M +$578K +18,215 +99%
FWP
1081
FAS Wealth Partners
Kansas
$1.16M +$11.9K +376 +1%
EWA
1082
Evolution Wealth Advisors
Florida
$1.15M -$488K -15,395 -30%
MWP
1083
Meridian Wealth Partners
Pennsylvania
$1.14M +$286 +9 +0%
VAG
1084
VisionPoint Advisory Group
Texas
$1.14M +$325K +10,252 +40%
AA
1085
AF Advisors
California
$1.14M +$1.14M +35,878 New
NG
1086
Novem Group
New York
$1.14M +$51.8K +1,632 +5%
CMBA
1087
C.M. Bidwell & Associates
Hawaii
$1.13M +$14.7K +464 +1%
SGWP
1088
Sun Group Wealth Partners
California
$1.12M +$483K +15,226 +76%
NCM
1089
Narwhal Capital Management
Georgia
$1.12M -$13.9K -438 -1%
CW
1090
Code Waechter
Florida
$1.12M – – –
SAM
1091
Strategy Asset Managers
California
$1.12M +$476 +15 +0%
MFA
1092
Morling Financial Advisors
California
$1.11M – – –
CIAS
1093
CFS Investment Advisory Services
New Jersey
$1.11M +$27.4K +863 +3%
IA
1094
Insight Advisors
Pennsylvania
$1.11M +$175K +5,526 +19%
BAM
1095
Bellevue Asset Management
Washington
$1.11M +$4.47K +141 +0.4%
BFA
1096
Beaumont Financial Advisors
Massachusetts
$1.11M +$190 +6 +0%
SIC
1097
Salem Investment Counselors
North Carolina
$1.1M -$105K -3,309 -9%
EFG
1098
Embree Financial Group
Illinois
$1.1M -$890K -28,048 -45%
TDC
1099
Thompson Davis & Co
Virginia
$1.1M +$560K +17,644 +103%
BPWM
1100
Badgley Phelps Wealth Managers
Washington
$1.1M -$44K -1,387 -4%
42 43
44
45 46