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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1151
Argent Advisors
Louisiana
$202K +$198K +8,013 New
ACP
1152
Aviance Capital Partners
Florida
$201K +$197K +7,971 New
MPCL
1153
My Personal CFO LLC
Washington
$198K +$194K +7,854 New
LOIP
1154
Live Oak Investment Partners
Texas
$196K – – –
TCOV
1155
Trust Company of Vermont
Vermont
$193K – – –
MRCM
1156
M&R Capital Management
New Jersey
$190K +$13.3K +540 +8%
SCA
1157
Stonebridge Capital Advisors
Minnesota
$190K +$158K +6,396 +558%
AWM
1158
Aberdeen Wealth Management
Illinois
$189K – – –
WWMSC
1159
Wagner Wealth Management (South Carolina)
South Carolina
$178K +$1.11K +45 +0.6%
WWM
1160
Wolff Wiese Magana
California
$174K +$7.63K +309 +5%
NHT
1161
New Hampshire Trust
New Hampshire
$174K +$170K +6,891 New
TFA
1162
Toth Financial Advisory
Virginia
$166K +$7.41K +300 +5%
PMFA
1163
Plante Moran Financial Advisors
Michigan
$165K -$68.2K -2,763 -30%
EW
1164
Element Wealth
Mississippi
$162K – – –
SIS
1165
Sound Income Strategies
Florida
$158K +$94K +3,807 +155%
SC
1166
SouthState Corp
Florida
$157K +$154K +6,231 New
AWM
1167
Accel Wealth Management
Iowa
$156K – – –
FFA
1168
Fairfield Financial Advisors
Massachusetts
$155K +$296 +12 +0.2%
SN
1169
Sittner & Nelson
Oregon
$151K – – –
DWMG
1170
DB Wealth Management Group
California
$150K – – –
RAG
1171
RIA Advisory Group
Iowa
$149K +$1.14M +46,332 New
TWA
1172
TCI Wealth Advisors
Arizona
$147K +$1.63K +66 +1%
FPFS
1173
First Personal Financial Services
North Carolina
$146K -$3.7K -150 -3%
MA
1174
Montag & Associates
Georgia
$145K +$72.1K +2,922 +103%
BWA
1175
BDO Wealth Advisors
Florida
$143K +$963 +39 +0.7%
45 46
47
48 49