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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
B
1176
Bailard
California
$905K +$32 +1 +0%
SWM
1177
SHP Wealth Management
Massachusetts
$904K -$17.3K -544 -2%
FRA
1178
Front Row Advisors
California
$901K -$21.7K -684 -3%
AO
1179
Advisor OS
Illinois
$901K -$56K -1,765 -6%
GWANC
1180
Guardian Wealth Advisors (North Carolina)
North Carolina
$898K +$355K +11,186 +65%
PPWM
1181
Perissos Private Wealth Management
Oklahoma
$898K +$66.7K +2,101 +8%
FWA
1182
FSM Wealth Advisors
Ohio
$897K +$93.9K +2,960 +12%
UWPG
1183
Ullmann Wealth Partners Group
Florida
$896K +$286 +9 +0%
EWM
1184
Evolution Wealth Management
Florida
$891K -$89K -2,806 -9%
RCS
1185
R2 Capital Strategies
Nebraska
$884K +$885K +27,892 New
SFG
1186
Sage Financial Group
Pennsylvania
$881K +$8.6K +271 +1%
BWP
1187
Bernardo Wealth Planning
Pennsylvania
$876K +$5.01K +158 +0.6%
OFG
1188
Orcam Financial Group
California
$872K -$12.3K -388 -1%
BCM
1189
Brasada Capital Management
Texas
$870K -$3.62K -114 -0.4%
PWM
1190
Proathlete Wealth Management
Florida
$869K +$853K +26,872 +4,807%
C
1191
Certuity
Florida
$867K – – –
WETS
1192
Wealth Enhancement Trust Services
South Dakota
$867K +$76.3K +2,405 +10%
SWRP
1193
Summit Wealth & Retirement Planning
California
$866K +$164K +5,176 +23%
CWM
1194
CMH Wealth Management
New Hampshire
$865K -$14.3K -450 -2%
BWM
1195
BNC Wealth Management
Oregon
$864K -$29.8K -939 -3%
FFA
1196
First Foundation Advisors
California
$863K +$405K +12,770 +88%
OC
1197
Oarsman Capital
Wisconsin
$863K -$56.7K -1,786 -6%
MWA
1198
MFA Wealth Advisors
Pennsylvania
$862K -$119K -3,758 -12%
SIM
1199
Stratos Investment Management
Ohio
$861K -$77.9K -2,456 -8%
IMT
1200
Investment Management Trust
Massachusetts
$861K +$225K +7,079 +35%
46 47
48
49 50