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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
1076
Bonfire Financial
Colorado
$763K +$794K +27,918 New
BPWM
1077
Badgley Phelps Wealth Managers
Washington
$762K -$74.7K -2,629 -9%
MBI
1078
May Barnhard Investments
Maryland
$762K +$190K +6,691 +32%
LWM
1079
Level Wealth Management
North Carolina
$760K +$791K +27,836 New
I
1080
INVST
Indiana
$758K -$4.07K -143 -0.5%
VAS
1081
Valicenti Advisory Services
New York
$757K +$198K +6,958 +34%
KWM
1082
KFG Wealth Management
Indiana
$753K +$187K +6,581 +31%
AT
1083
American Trust
Kentucky
$746K +$776K +27,294 New
BONH
1084
Bank of New Hampshire
New Hampshire
$745K +$2.84K +100 +0.4%
BIM
1085
Baldwin Investment Management
Pennsylvania
$743K -$509K -17,900 -40%
KFP
1086
KMG Fiduciary Partners
Ohio
$740K +$68.3K +2,404 +10%
RA
1087
Ransom Advisory
Rhode Island
$739K +$64.2K +2,260 +9%
GS
1088
GWN Securities
Florida
$737K +$749K +26,334 New
PA
1089
Prossimo Advisors
California
$733K – – –
GHA
1090
GW Henssler & Associates
Georgia
$731K -$492K -17,298 -67%
CA
1091
CGN Advisors
Kansas
$729K -$85K -2,989 -10%
RRWA
1092
Rainey & Randall Wealth Advisors
Florida
$720K +$2.5K +88 +0.3%
FC
1093
Fusion Capital
South Carolina
$718K -$74.2K -2,610 -9%
SAM
1094
Sawgrass Asset Management
Florida
$718K – – –
FP
1095
Financial Perspectives
Minnesota
$717K +$174K +6,122 +30%
SWRP
1096
Summit Wealth & Retirement Planning
California
$715K -$12.7K -445 -2%
PFBT
1097
Parkside Financial Bank & Trust
Missouri
$715K -$22K -775 -3%
GWM
1098
Greenhouse Wealth Management
Connecticut
$713K -$97.8K -3,439 -12%
EI
1099
Ellevest Inc
New York
$713K -$43.7K -1,537 -6%
GWSG
1100
GPS Wealth Strategies Group
Colorado
$713K +$17.3K +609 +2%
42 43
44
45 46