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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1251
Centerpoint Advisors
Massachusetts
$479K +$1.06K +39 +0.2%
ACM
1252
Andina Capital Management
Utah
$478K – – –
AWM
1253
Angeles Wealth Management
California
$477K -$5.73K -210 -1%
LCM
1254
Leisure Capital Management
California
$477K -$19.6K -720 -4%
HOWA
1255
Heritage Oak Wealth Advisors
Florida
$476K +$7.8K +286 +2%
PAMG
1256
Patton Albertson Miller Group
Tennessee
$476K – – –
CMMS
1257
Comprehensive Money Management Services
Florida
$474K – – –
IAG
1258
Investmark Advisory Group
Connecticut
$474K +$1.58K +58 +0.3%
AFAS
1259
Acorn Financial Advisory Services
Virginia
$474K +$70.6K +2,589 +18%
OC
1260
Optima Capital
Oregon
$472K -$128K -4,695 -21%
FA
1261
Faithward Advisors
Pennsylvania
$470K -$252K -9,237 -35%
EW
1262
Element Wealth
Mississippi
$469K +$77.7K +2,847 +20%
MWA
1263
Meridian Wealth Advisors
Texas
$469K – – –
TDC
1264
Thompson Davis & Co
Virginia
$468K +$36.3K +1,330 +8%
EWA
1265
Etesian Wealth Advisors
Oregon
$468K -$14.3K -524 -3%
PC
1266
Payne Capital
Oregon
$467K +$467K +17,115 New
CP
1267
Capital Planning
Washington
$464K +$223K +8,164 +92%
FFA
1268
Fairfield Financial Advisors
Massachusetts
$462K +$134K +4,913 +41%
CAL
1269
Capital Advisors Ltd
Ohio
$459K +$114K +4,181 +33%
VHAM
1270
Van Hulzen Asset Management
California
$459K +$218 +8 +0%
SWA
1271
Sightline Wealth Advisors
Connecticut
$459K -$41.1K -1,506 -8%
RFC
1272
Regions Financial Corp
Alabama
$458K -$6.96K -255 -1%
FFWM
1273
Future Financial Wealth Management
Ohio
$456K -$5.37M -196,997 -92%
CCA
1274
Carrera Capital Advisors
Michigan
$455K +$5.67K +208 +1%
1SB
1275
1ST Source Bank
Indiana
$455K – – –
49 50
51
52 53