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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
ATPW
1251
Ashton Thomas Private Wealth
Arizona
$482K +$13.9K +511 +3%
FAI
1252
Fiduciary Advisors Inc
Missouri
$481K +$4.58K +168 +1%
ICP
1253
Impact Capital Partners
Colorado
$480K +$480K +17,588 New
CA
1254
Centerpoint Advisors
Massachusetts
$479K +$1.06K +39 +0.2%
ACM
1255
Andina Capital Management
Utah
$478K – – –
AWM
1256
Angeles Wealth Management
California
$477K -$5.73K -210 -1%
LCM
1257
Leisure Capital Management
California
$477K -$19.6K -720 -4%
HOWA
1258
Heritage Oak Wealth Advisors
Florida
$476K +$7.8K +286 +2%
PAMG
1259
Patton Albertson Miller Group
Tennessee
$476K – – –
CMMS
1260
Comprehensive Money Management Services
Florida
$474K – – –
IAG
1261
Investmark Advisory Group
Connecticut
$474K +$1.58K +58 +0.3%
AFAS
1262
Acorn Financial Advisory Services
Virginia
$474K +$70.6K +2,589 +18%
OC
1263
Optima Capital
Oregon
$472K -$128K -4,695 -21%
FA
1264
Faithward Advisors
Pennsylvania
$470K -$252K -9,237 -35%
EW
1265
Element Wealth
Mississippi
$469K +$77.7K +2,847 +20%
MWA
1266
Meridian Wealth Advisors
Texas
$469K – – –
TDC
1267
Thompson Davis & Co
Virginia
$468K +$36.3K +1,330 +8%
EWA
1268
Etesian Wealth Advisors
Oregon
$468K -$14.3K -524 -3%
PC
1269
Payne Capital
Oregon
$467K +$467K +17,115 New
CP
1270
Capital Planning
Washington
$464K +$223K +8,164 +92%
FFA
1271
Fairfield Financial Advisors
Massachusetts
$462K +$134K +4,913 +41%
CAL
1272
Capital Advisors Ltd
Ohio
$459K +$114K +4,181 +33%
VHAM
1273
Van Hulzen Asset Management
California
$459K +$218 +8 +0%
SWA
1274
Sightline Wealth Advisors
Connecticut
$459K -$41.1K -1,506 -8%
RFC
1275
Regions Financial Corp
Alabama
$458K -$6.96K -255 -1%
49 50
51
52 53