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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
1351
Resonant Capital Advisors
Wisconsin
$381K +$27 +1 +0%
NP
1352
NorthRock Partners
Minnesota
$380K +$26.1K +958 +7%
AIM
1353
Acropolis Investment Management
Missouri
$380K +$132K +4,842 +51%
OWM
1354
OneAscent Wealth Management
Alabama
$378K -$20.7K -757 -5%
WRPWM
1355
Werba Rubin Papier Wealth Management
California
$378K +$377K +13,835 New
AFA
1356
AA Financial Advisors
Ohio
$377K -$15.1K -552 -4%
FHC
1357
First Horizon Corporation
Tennessee
$377K +$377K +13,806 New
FCBT
1358
First Citizens Bank & Trust
North Carolina
$376K – – –
AC
1359
Apella Capital
Connecticut
$375K -$27.1K -994 -7%
KIM
1360
Kane Investment Management
California
$375K – – –
FAN
1361
Financial Advisors Network
California
$374K -$26.3K -964 -7%
CIAS
1362
CFS Investment Advisory Services
New Jersey
$373K +$377K +13,804 New
ONSWM
1363
Old North State Wealth Management
North Carolina
$372K +$15.8K +580 +4%
AWS
1364
Aspen Wealth Strategies
Colorado
$372K -$189K -6,929 -34%
AW
1365
Apricus Wealth
South Carolina
$370K +$106K +3,895 +40%
UFA
1366
Uptown Financial Advisors
Texas
$364K – – –
HP
1367
Holistic Planning
Texas
$364K -$111K -4,083 -23%
4WM
1368
49 Wealth Management
Texas
$364K -$75.8K -2,778 -17%
BHA
1369
Beech Hill Advisors
New York
$363K +$363K +13,300 New
CWM
1370
Castle Wealth Management
Florida
$362K -$31.8K -1,166 -8%
RWM
1371
RKL Wealth Management
Pennsylvania
$361K +$1.23K +45 +0.3%
GWANC
1372
Guardian Wealth Advisors (North Carolina)
North Carolina
$360K +$627 +23 +0.2%
WE
1373
Wealth Effects
Massachusetts
$359K +$273 +10 +0.1%
CCFCSB
1374
Cape Cod Five Cents Savings Bank
Massachusetts
$358K – – –
CC
1375
Citrine Capital
California
$357K – – –
53 54
55
56 57