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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
1351
Proficio Capital Partners
Massachusetts
$382K – – –
GGI
1352
GPM Growth Investors
Michigan
$382K +$27 +1 +0%
CAG
1353
Compass Advisory Group
New York
$382K -$7.47K -274 -2%
RCA
1354
Resonant Capital Advisors
Wisconsin
$381K +$27 +1 +0%
NP
1355
NorthRock Partners
Minnesota
$380K +$26.1K +958 +7%
AIM
1356
Acropolis Investment Management
Missouri
$380K +$132K +4,842 +51%
OWM
1357
OneAscent Wealth Management
Alabama
$378K -$20.7K -757 -5%
WRPWM
1358
Werba Rubin Papier Wealth Management
California
$378K +$377K +13,835 New
AFA
1359
AA Financial Advisors
Ohio
$377K -$15.1K -552 -4%
FHC
1360
First Horizon Corporation
Tennessee
$377K +$377K +13,806 New
FCBT
1361
First Citizens Bank & Trust
North Carolina
$376K – – –
AC
1362
Apella Capital
Connecticut
$375K -$27.1K -994 -7%
KIM
1363
Kane Investment Management
California
$375K – – –
FAN
1364
Financial Advisors Network
California
$374K -$26.3K -964 -7%
CIAS
1365
CFS Investment Advisory Services
New Jersey
$373K +$377K +13,804 New
ONSWM
1366
Old North State Wealth Management
North Carolina
$372K +$15.8K +580 +4%
AWS
1367
Aspen Wealth Strategies
Colorado
$372K -$189K -6,929 -34%
AW
1368
Apricus Wealth
South Carolina
$370K +$106K +3,895 +40%
UFA
1369
Uptown Financial Advisors
Texas
$364K – – –
HP
1370
Holistic Planning
Texas
$364K -$111K -4,083 -23%
4WM
1371
49 Wealth Management
Texas
$364K -$75.8K -2,778 -17%
BHA
1372
Beech Hill Advisors
New York
$363K +$363K +13,300 New
CWM
1373
Castle Wealth Management
Florida
$362K -$31.8K -1,166 -8%
RWM
1374
RKL Wealth Management
Pennsylvania
$361K +$1.23K +45 +0.3%
GWANC
1375
Guardian Wealth Advisors (North Carolina)
North Carolina
$360K +$627 +23 +0.2%
53 54
55
56 57