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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1451
Milestone Asset Management
Pennsylvania
$319K -$1.59K -57 -0.5%
GAA
1452
Global Assets Advisory
Florida
$317K +$343K +12,310 New
AFAS
1453
Acorn Financial Advisory Services
Virginia
$313K +$6.27K +225 +2%
OL
1454
Owen LaRue
Kentucky
$313K -$16.6K -594 -5%
CI
1455
CPR Investments
Michigan
$311K +$310K +11,132 New
RP
1456
Rice Partnership
Hawaii
$311K -$29.9K -1,073 -9%
SNBOSCI
1457
Security National Bank of Sioux City Iowa
Iowa
$310K +$45.2K +1,620 +17%
FAIM
1458
Financial Advocates Investment Management
Washington
$309K -$108K -3,883 -26%
FWM
1459
Fonville Wealth Management
Virginia
$309K -$418 -15 -0.1%
PIP
1460
Peachtree Investment Partners
Florida
$308K +$200K +7,176 +186%
FA
1461
Financial Advisors
Massachusetts
$306K +$6.88K +247 +2%
CGA
1462
Crescent Grove Advisors
Illinois
$306K +$4.32K +155 +1%
FA
1463
Flagstar Advisors
New York
$306K +$1.9K +68 +0.6%
MW
1464
MBL Wealth
North Carolina
$303K -$5.58K -200 -2%
LGWM
1465
Litman Gregory Wealth Management
California
$303K +$1.84K +66 +0.6%
MIA
1466
MainStreet Investment Advisors
Illinois
$303K +$302K +10,825 New
NWM
1467
Northcape Wealth Management
New York
$302K – – –
HA
1468
HFG Advisors
Ohio
$301K – – –
CAL
1469
Capital Advisors Ltd
Ohio
$300K – – –
AFA
1470
Alpha Financial Advisors
North Carolina
$299K +$2.65K +95 +0.9%
TWM
1471
Tanglewood Wealth Management
Texas
$299K – – –
SWM
1472
SK Wealth Management
Rhode Island
$298K -$112K -4,007 -25%
UF
1473
Univest Financial
Pennsylvania
$298K +$5.6K +201 +2%
EFMC
1474
Empire Financial Management Company
New York
$297K +$35.4K +1,269 +14%
AWAU
1475
Alliance Wealth Advisors (Utah)
Utah
$297K +$296K +10,620 New
57 58
59
60 61