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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
VAS
1176
Valicenti Advisory Services
New York
$909K -$6.19K -195 -0.7%
OMIC
1177
Old Mission Investment Co
Michigan
$908K +$69.3K +2,183 +8%
LCWP
1178
Legacy Capital Wealth Partners
Arkansas
$908K -$75.9K -2,392 -8%
CWM
1179
CCG Wealth Management
California
$906K +$5.17K +163 +0.6%
KFI
1180
Key Financial Inc
Pennsylvania
$906K +$730 +23 +0.1%
B
1181
Bailard
California
$905K +$32 +1 +0%
SWM
1182
SHP Wealth Management
Massachusetts
$904K -$17.3K -544 -2%
FRA
1183
Front Row Advisors
California
$901K -$21.7K -684 -3%
AO
1184
Advisor OS
Illinois
$901K -$56K -1,765 -6%
GWANC
1185
Guardian Wealth Advisors (North Carolina)
North Carolina
$898K +$355K +11,186 +65%
PPWM
1186
Perissos Private Wealth Management
Oklahoma
$898K +$66.7K +2,101 +8%
FWA
1187
FSM Wealth Advisors
Ohio
$897K +$93.9K +2,960 +12%
UWPG
1188
Ullmann Wealth Partners Group
Florida
$896K +$286 +9 +0%
EWM
1189
Evolution Wealth Management
Florida
$891K -$89K -2,806 -9%
RCS
1190
R2 Capital Strategies
Nebraska
$884K +$885K +27,892 New
SFG
1191
Sage Financial Group
Pennsylvania
$881K +$8.6K +271 +1%
BWP
1192
Bernardo Wealth Planning
Pennsylvania
$876K +$5.01K +158 +0.6%
OFG
1193
Orcam Financial Group
California
$872K -$12.3K -388 -1%
BCM
1194
Brasada Capital Management
Texas
$870K -$3.62K -114 -0.4%
PWM
1195
Proathlete Wealth Management
Florida
$869K +$853K +26,872 +4,807%
C
1196
Certuity
Florida
$867K – – –
WETS
1197
Wealth Enhancement Trust Services
South Dakota
$867K +$76.3K +2,405 +10%
SWRP
1198
Summit Wealth & Retirement Planning
California
$866K +$164K +5,176 +23%
CWM
1199
CMH Wealth Management
New Hampshire
$865K -$14.3K -450 -2%
BWM
1200
BNC Wealth Management
Oregon
$864K -$29.8K -939 -3%
46 47
48
49 50