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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1126
IF Advisors
Texas
$930K +$919K +30,304 New
IWS
1127
Integrity Wealth Solutions
Colorado
$929K +$7.16K +236 +0.8%
RRA
1128
Round Rock Advisors
Connecticut
$929K -$19.1K -629 -2%
WB
1129
Webster Bank
Connecticut
$928K +$103K +3,380 +13%
VCAM
1130
Van Cleef Asset Management
Ohio
$927K +$101K +3,328 +12%
AO
1131
Advisor OS
Illinois
$926K +$6.07K +200 +0.7%
WTFG
1132
Wood Tarver Financial Group
Idaho
$925K -$16.9K -556 -2%
BONH
1133
Bank of New Hampshire
New Hampshire
$924K +$8.19K +270 +0.9%
SA
1134
Sunesis Advisors
Kansas
$921K – – –
CWM
1135
Connecticut Wealth Management
Connecticut
$920K +$12.1K +400 +1%
ACM
1136
Advance Capital Management
Michigan
$910K -$67.4K -2,223 -7%
JCFM
1137
JBR Co Financial Management
Oklahoma
$910K – – –
BHBT
1138
Burke & Herbert Bank & Trust
Virginia
$910K +$3.09K +102 +0.3%
SIM
1139
Stratos Investment Management
Ohio
$909K -$34.6K -1,139 -4%
IWM
1140
Immaculate Wealth Management
Arizona
$906K +$896K +29,537 New
CAM
1141
CPA Asset Management
Florida
$905K -$16.5K -545 -2%
IA
1142
Insight Advisors
Pennsylvania
$904K -$5.46M -180,046 -86%
NHC
1143
Nicholas Hoffman & Company
Georgia
$891K +$14.4K +476 +2%
SWM
1144
SHP Wealth Management
Massachusetts
$891K -$74.7K -2,463 -8%
OC
1145
Oarsman Capital
Wisconsin
$889K -$25.4K -836 -3%
BWM
1146
Buska Wealth Management
Wisconsin
$889K -$105K -3,453 -11%
EWS
1147
Evergreen Wealth Solutions
Pennsylvania
$886K +$876K +28,879 New
VAS
1148
Valicenti Advisory Services
New York
$886K -$12.2K -401 -1%
IFWM
1149
Institute for Wealth Management
Colorado
$885K +$27.6K +910 +3%
SAG
1150
SageView Advisory Group
California
$882K +$47K +1,549 +6%
44 45
46
47 48