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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
1551
Cary Street Partners Investment Advisory
Virginia
$235K +$184K +6,744 +364%
LRPA
1552
L. Roy Papp & Associates
Arizona
$235K -$204K -7,491 -47%
CA
1553
Claro Advisors
Massachusetts
$234K -$6.19K -227 -3%
HAC
1554
Harbor Advisory Corp
New Hampshire
$233K -$45.8K -1,677 -16%
SM
1555
Sensible Money
Arizona
$233K +$27 +1 +0%
CMP
1556
Coston McIsaac & Partners
Maine
$233K +$2.75K +101 +1%
LW
1557
Libra Wealth
California
$233K – – –
BFG
1558
Birch Financial Group
New Hampshire
$233K +$232K +8,519 New
TWM
1559
TCFG Wealth Management
California
$231K -$7.78K -285 -3%
CBT
1560
Crews Bank & Trust
Florida
$231K – – –
HG
1561
Harbor Group
New Hampshire
$230K +$10.4K +383 +5%
WAAG
1562
Wealth Alliance Advisory Group
Kansas
$228K – – –
SA
1563
Sonoma Allocations
California
$228K +$234K +8,580 New
MF
1564
Manchester Financial
California
$228K +$228K +8,340 New
TSWM
1565
Triangle Securities Wealth Management
North Carolina
$227K +$1.8K +66 +0.8%
SPWG
1566
Syntegra Private Wealth Group
Missouri
$227K – – –
SGI
1567
Summit Global Investments
Utah
$227K -$57.6K -2,110 -20%
HIMC
1568
Heritage Investors Management Corp
Maryland
$227K +$227K +8,318 New
HGA
1569
Hobbs Group Advisors
South Carolina
$226K -$436K -15,966 -66%
W
1570
WealthCollab
Washington
$222K -$11.2K -411 -5%
AIC
1571
Archer Investment Corporation
Indiana
$222K +$1.83K +67 +0.8%
YP
1572
YANKCOM Partnership
South Dakota
$222K -$131K -4,791 -37%
LAM
1573
Lewis Asset Management
California
$221K +$220K +8,080 New
BWP
1574
BSW Wealth Partners
Colorado
$220K +$4.09K +150 +2%
CI
1575
CX Institutional
Indiana
$220K +$155K +5,693 +239%
61 62
63
64 65