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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
V
151
Veritable
Delaware
$9.41M +$2.56M +100,560 +36%
CFO
152
CVA Family Office
Colorado
$9.13M -$24.7M -970,098 -66%
CST
153
Charles Schwab Trust
Nevada
$9.13M -$962K -37,854 -9%
AWS
154
AJ Wealth Strategies
New York
$8.8M +$136K +5,364 +2%
PWMAG
155
Pinnacle Wealth Management Advisory Group
New Jersey
$8.76M +$1.03M +40,422 +13%
TPCW
156
TD Private Client Wealth
New York
$8.7M +$1.14M +44,970 +15%
DFA
157
DHJJ Financial Advisors
Illinois
$8.66M +$226K +8,904 +3%
WFA
158
Wipfli Financial Advisors
Wisconsin
$8.64M -$155K -6,102 -2%
BI
159
Berkeley Inc
Idaho
$8.45M +$51.8K +2,037 +0.6%
PD
160
Planning Directions
Pennsylvania
$8.39M +$18.5K +729 +0.2%
CAC
161
Certified Advisory Corp
Florida
$8.39M +$1.9M +74,931 +28%
CAG
162
Curtis Advisory Group
California
$8.23M +$6.48K +255 +0.1%
NB
163
NBT Bank
New York
$8.17M +$105K +4,131 +1%
CCP
164
Cardan Capital Partners
Colorado
$8.13M +$137K +5,385 +2%
SEM
165
Strategic Equity Management
Arizona
$8.03M +$266K +10,485 +3%
RF
166
Robbins Farley
New Hampshire
$8.03M +$1.02M +40,200 +14%
SFG
167
SevenBridge Financial Group
Pennsylvania
$7.99M +$91.7K +3,609 +1%
NFG
168
Nadler Financial Group
Illinois
$7.96M +$1.92M +75,648 +31%
RG
169
Retirement Group
California
$7.96M +$347K +13,650 +4%
MAG
170
Mayfair Advisory Group
Alabama
$7.88M +$528K +20,775 +7%
SAM
171
Smithbridge Asset Management
Pennsylvania
$7.85M +$83.5K +3,285 +1%
CBFP
172
Cedar Brook Financial Partners
Ohio
$7.67M +$244K +9,600 +3%
HCP
173
Holt Capital Partners
Texas
$7.62M +$162K +6,390 +2%
IIC
174
Integrated Investment Consultants
Michigan
$7.53M +$908K +35,712 +13%
FMC
175
First Merchants Corp
Indiana
$7.52M +$117K +4,593 +2%
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