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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
226
Bison Wealth
Georgia
$991K -$14.5K -864 -1%
SFSG
227
Stearns Financial Services Group
North Carolina
$986K -$53.8K -3,201 -5%
H
228
HoyleCohen
California
$980K +$39.2K +2,331 +4%
GVAG
229
Great Valley Advisor Group
Delaware
$974K +$940K +55,878 New
PCMC
230
Private Capital Management (Colorado)
Colorado
$972K +$52.4K +3,117 +6%
PCG
231
Private Capital Group
Connecticut
$963K -$195K -11,622 -17%
SFG
232
StrategIQ Financial Group
Indiana
$952K -$21.5K -1,281 -2%
BBPWM
233
Blue Bell Private Wealth Management
Pennsylvania
$940K -$11.4K -678 -1%
APSP
234
Asset Planning Services (Pennsylvania)
Pennsylvania
$932K +$899K +53,460 New
EAM
235
Evanson Asset Management
California
$931K +$2.17K +129 +0.2%
IAS
236
IMA Advisory Services
Colorado
$914K -$139K -8,277 -14%
TFS
237
TrustCore Financial Services
Tennessee
$912K +$880K +52,353 New
LWAC
238
Laurel Wealth Advisors (California)
California
$902K +$219K +13,053 +34%
VCAM
239
Van Cleef Asset Management
Ohio
$900K -$19.5K -1,158 -2%
PA
240
Pinnacle Associates
New York
$888K -$1.92K -114 -0.2%
FM
241
Foster & Motley
Ohio
$888K +$135K +8,022 +19%
FNBOMD
242
First National Bank of Mount Dora
Florida
$878K – – –
LNC
243
Lincoln National Corp
Pennsylvania
$876K +$845K +50,265 New
GAM
244
Garrison Asset Management
Arkansas
$873K +$69.3K +4,122 +9%
CWM
245
Centric Wealth Management
Illinois
$865K -$1.73M -102,933 -67%
FHA
246
Flagship Harbor Advisors
Massachusetts
$858K +$621K +36,930 +299%
TW
247
Transform Wealth
Colorado
$857K -$122K -7,281 -13%
CF
248
Centaurus Financial
California
$855K +$371K +22,077 +82%
MAM
249
Marquette Asset Management
Minnesota
$839K +$105K +6,234 +15%
SFSIG
250
San Francisco Sentry Investment Group
California
$828K – – –
8 9
10
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