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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
226
Southport Capital Management
Tennessee
$1.42M -$208K -11,574 -11%
TPA
227
Trivium Point Advisory
Connecticut
$1.41M +$1.32M +73,314 +522%
TFA
228
Teamwork Financial Advisors
Texas
$1.39M +$981K +54,642 +144%
HSA
229
HBK Sorce Advisory
Pennsylvania
$1.38M +$974K +54,255 +143%
TFS
230
Thoroughbred Financial Services
Tennessee
$1.36M +$1.03M +57,588 +174%
GGI
231
GPM Growth Investors
Michigan
$1.35M -$302K -16,803 -16%
WLPWM
232
Walled Lake Planning & Wealth Management
Illinois
$1.35M +$1.61M +89,919 New
C
233
Clearshares
New York
$1.32M +$1.58M +87,972 New
TF
234
Trek Financial
Arizona
$1.32M -$317K -17,655 -17%
GAM
235
Garrison Asset Management
Arkansas
$1.32M +$672K +37,416 +74%
TAM
236
Townsend Asset Management
North Carolina
$1.29M -$68.7K -3,828 -4%
NGA
237
Naples Global Advisors
Florida
$1.29M -$40.9K -2,277 -3%
CIA
238
Capital Investment Advisors
Georgia
$1.29M -$133K -7,413 -8%
APSP
239
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.27M +$14.6K +813 +1%
PPA
240
Parametric Portfolio Associates
Washington
$1.27M +$252K +14,025 +20%
GLR
241
Great Lakes Retirement
Ohio
$1.26M -$127K -7,056 -8%
HWMG
242
Hurlow Wealth Management Group
Indiana
$1.22M +$95.9K +5,340 +8%
MCM
243
Maple Capital Management
Vermont
$1.22M +$36.8K +2,052 +3%
RC
244
Rovin Capital
Arizona
$1.21M -$4.72M -262,695 -79%
HPWM
245
Highland Private Wealth Management
Washington
$1.2M -$11.5K -639 -0.8%
ADL
246
Asset Dedication LLC
California
$1.2M -$106K -5,922 -7%
ACM
247
Alpha Capital Management
Texas
$1.2M -$171K -9,504 -11%
SFG
248
Sage Financial Group
Pennsylvania
$1.2M -$95K -5,292 -6%
CFA
249
Carroll Financial Associates
North Carolina
$1.19M +$161K +8,973 +13%
OWM
250
Opes Wealth Management
California
$1.19M +$54.2K +3,018 +4%
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10
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