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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
LNB
151
Ledyard National Bank
$20.8M +$725K +26,667 +4%
EWA
152
Exencial Wealth Advisors
Oklahoma
$20.8M -$346K -12,720 -2%
PA
153
PFG Advisors
Arizona
$20.5M -$272K -10,004 -1%
AP
154
Advisors Preferred
Maryland
$20.4M +$740K +27,200 +4%
TPCW
155
TD Private Client Wealth
New York
$20.4M -$1.46M -53,770 -7%
RW
156
Regimen Wealth
Georgia
$19.9M +$69.7K +2,563 +0.4%
CRC
157
Curi RMB Capital
Illinois
$19.9M -$992K -36,494 -5%
BMWS
158
Brady Martz Wealth Solutions
North Dakota
$19.8M -$1.84M -67,842 -9%
PCG
159
Prosperity Consulting Group
Maryland
$19.5M -$3.12M -114,748 -14%
VVP
160
Venture Visionary Partners
Ohio
$19.5M -$25.9K -953 -0.1%
EF
161
Elite Financial
Idaho
$19.4M +$13.6K +500 +0.1%
WFPG
162
Waller Financial Planning Group
Ohio
$19.4M -$702K -25,809 -4%
RCM
163
Richardson Capital Management
Wisconsin
$19.4M -$1.89M -69,630 -9%
LEA
164
Legacy Edge Advisors
New York
$19.2M +$19.1M +701,321 New
DI
165
DAGCO Inc
Ohio
$19.1M -$48K -1,764 -0.3%
ET
166
Equitable Trust
Tennessee
$19.1M +$139K +5,101 +0.7%
SWGC
167
Summit Wealth Group (Colorado)
Colorado
$19.1M +$18.9M +695,654 New
SEP
168
Southland Equity Partners
Missouri
$19M -$18K -663 -0.1%
OIA
169
OneDigital Investment Advisors
Kansas
$18.9M -$1.96M -72,153 -9%
PSIWM
170
Paradigm Strategies in Wealth Management
Minnesota
$18.8M -$724K -26,620 -4%
AOWM
171
Asset One Wealth Management
Washington
$18.8M +$17M +626,380 New
KBFS
172
Kohmann Bosshard Financial Services
Ohio
$18.8M -$5.61M -206,402 -23%
MT
173
Midwest Trust
Kansas
$18.8M +$4.39M +161,469 +31%
MOS
174
MGO One Seven
Ohio
$18.7M +$1.45M +53,168 +8%
GLLW
175
Graves Light Lenhart Wealth
Virginia
$18.5M +$1.04M +38,126 +6%
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