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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
FMC
201
First Merchants Corp
Indiana
$8.32M +$129K +4,965 +2%
SEM
202
Strategic Equity Management
Arizona
$8.27M -$462K -17,769 -5%
TW
203
TrinityPoint Wealth
Connecticut
$8.09M +$443K +17,061 +6%
SFWC
204
Strategic Family Wealth Counselors
New Jersey
$7.92M +$289K +11,121 +4%
TA
205
TrueWealth Advisors
Alabama
$7.91M +$121K +4,665 +2%
IFG
206
Independent Financial Group
California
$7.91M +$612K +23,559 +9%
SSWM
207
Sheets Smith Wealth Management
North Carolina
$7.75M +$120K +4,626 +2%
PIMG
208
Patriot Investment Management Group
Tennessee
$7.61M +$67.6K +2,601 +0.9%
PCM
209
Pennsylvania Capital Management
Pennsylvania
$7.56M +$304K +11,697 +4%
CL
210
COWA LLC
Oklahoma
$7.52M -$162K -6,243 -2%
JWS
211
Juncture Wealth Strategies
Arizona
$7.52M +$357K +13,740 +5%
FAIM
212
Financial Advocates Investment Management
Washington
$7.5M -$32.6K -1,254 -0.4%
PAG
213
Powers Advisory Group
Illinois
$7.5M +$7.23M +278,268 New
AWM
214
Aspire Wealth Management
Massachusetts
$7.47M +$7.21M +277,344 New
LFAS
215
Level Four Advisory Services
Texas
$7.34M +$6.83M +262,965 +2,761%
APWA
216
Atlas Private Wealth Advisors
New Jersey
$7.26M +$5.46M +210,237 +355%
AI
217
Atria Investments
North Carolina
$7.26M -$81K -3,117 -1%
BBW
218
Blue Barn Wealth
Utah
$7.24M +$931K +35,847 +15%
RC
219
RegentAtlantic Capital
New Jersey
$7.09M -$172K -6,609 -2%
SVWAG
220
Sound View Wealth Advisors Group
Georgia
$7.07M +$1.88M +72,432 +38%
D
221
Diversified
Delaware
$7.06M +$1.31M +50,256 +24%
MCA
222
Magnolia Capital Advisors
Mississippi
$7.04M +$121K +4,641 +2%
GFPC
223
Global Financial Private Client
Florida
$7.02M +$169K +6,510 +3%
SWM
224
Spire Wealth Management
Virginia
$6.94M +$5.59M +215,061 +508%
TC
225
Titleist Capital
Texas
$6.93M +$6.68M +257,202 New
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