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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
WLPWM
201
Walled Lake Planning & Wealth Management
Illinois
$9.85M +$129K +5,082 +1%
PSIWM
202
Paradigm Strategies in Wealth Management
Minnesota
$9.83M +$606K +23,832 +6%
CMP
203
Courage Miller Partners
Virginia
$9.79M -$18.4K -723 -0.2%
OAM
204
Oak Asset Management
California
$9.79M +$10.4M +410,055 New
ICM
205
Islay Capital Management
Texas
$9.75M +$131K +5,145 +1%
LB
206
Leo Brokerage
Texas
$9.72M +$3.46M +135,948 +50%
EFSCE
207
Enterprise Financial Services Corp (EFSC)
Missouri
$9.7M -$15M -587,751 -59%
SF
208
Schaeffer Financial
Maryland
$9.68M -$11.8K -462 -0.1%
WAG
209
Winthrop Advisory Group
Massachusetts
$9.67M +$25.5K +1,002 +0.2%
CAG
210
Compass Advisory Group
New York
$9.67M +$133K +5,241 +1%
PWP
211
Principle Wealth Partners
Connecticut
$9.47M +$3.05M +120,078 +43%
CNWM
212
Clay Northam Wealth Management
California
$9.44M -$139K -5,463 -1%
EH
213
Equitable Holdings
New York
$9.4M +$2.38M +93,462 +31%
IWC
214
Integrated Wealth Concepts
Massachusetts
$9.17M +$7.5M +294,633 +329%
CWP
215
Concord Wealth Partners
Virginia
$9.05M +$7.12M +279,966 +282%
FFC
216
Fure Financial Corporation
Minnesota
$9.02M +$9.62M +377,979 New
CAG
217
Curtis Advisory Group
California
$9.01M +$550K +21,609 +6%
SFWC
218
Strategic Family Wealth Counselors
New Jersey
$8.69M +$875K +34,392 +10%
DFA
219
DHJJ Financial Advisors
Illinois
$8.62M +$65.3K +2,568 +0.7%
CBFP
220
Cedar Brook Financial Partners
Ohio
$8.59M -$694K -27,297 -7%
PAI
221
Pittenger & Anderson Inc
Nebraska
$8.58M +$2.35M +92,355 +35%
YIA
222
YHB Investment Advisors
Connecticut
$8.57M +$4.28M +168,441 +89%
GFPC
223
Global Financial Private Client
Florida
$8.52M +$828K +32,556 +10%
RF
224
Robbins Farley
New Hampshire
$8.49M -$23K -906 -0.3%
SSWM
225
Sheets Smith Wealth Management
North Carolina
$8.43M +$297K +11,661 +3%
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9
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