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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1176
ClientFirst Wealth Management
Arkansas
$212K -$93.8K -3,750 -30%
FA
1177
Fountainhead AM
New Jersey
$212K +$300 +12 +0.1%
FWA
1178
Freedom Wealth Alliance
Wisconsin
$212K – – –
HGWM
1179
Horst & Graben Wealth Management
Oregon
$211K – – –
RCA
1180
Resonant Capital Advisors
Wisconsin
$211K -$7.5K -300 -3%
WAAG
1181
Wealth Alliance Advisory Group
Kansas
$210K – – –
MRCM
1182
M&R Capital Management
New Jersey
$208K +$24.8K +990 +13%
CWM
1183
Calamos Wealth Management
Illinois
$207K +$213K +8,508 New
RFN
1184
RDA Financial Network
Iowa
$206K +$211K +8,445 New
DIM
1185
Delta Investment Management
California
$206K +$211K +8,439 New
1WM
1186
1900 Wealth Management
Texas
$205K – – –
DA
1187
DCM Advisors
New York
$205K – – –
MAC
1188
Mason & Associates (California)
California
$203K – – –
DACG
1189
Donor Advised Charitable Giving
California
$203K +$1.73K +69 +0.8%
LOIP
1190
Live Oak Investment Partners
Texas
$190K – – –
TCOV
1191
Trust Company of Vermont
Vermont
$187K – – –
AWM
1192
Aberdeen Wealth Management
Illinois
$183K – – –
ACA
1193
Aptus Capital Advisors
Alabama
$182K +$85.4K +3,414 +84%
WWM
1194
Wolff Wiese Magana
California
$175K +$6.38K +255 +4%
WWMSC
1195
Wagner Wealth Management (South Carolina)
South Carolina
$174K +$1.5K +60 +0.8%
EW
1196
Element Wealth
Mississippi
$172K +$15K +600 +9%
KFS
1197
Kelly Financial Services
Massachusetts
$168K +$172K +6,876 New
NHT
1198
New Hampshire Trust
New Hampshire
$163K -$4.95K -198 -3%
TFA
1199
Toth Financial Advisory
Virginia
$162K +$1.88K +75 +1%
PMFA
1200
Plante Moran Financial Advisors
Michigan
$161K +$1.2K +48 +0.7%
46 47
48
49 50