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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
226
Pennsylvania Capital Management
Pennsylvania
$12.6M +$1.4M +56,109 +12%
MA
227
MONECO Advisors
Connecticut
$12.5M +$2.59M +103,719 +25%
MTC
228
Matrix Trust Company
Colorado
$12.5M -$4.18M -167,016 -25%
DP
229
Denver PWM
Colorado
$12.4M +$601K +24,048 +5%
CAM
230
Cozad Asset Management
Illinois
$12.3M +$823K +32,907 +7%
KIM
231
Karpus Investment Management
New York
$12.3M -$318K -12,714 -2%
BGDI
232
BW Gestao de Investimentos
Brazil
$12.3M +$12.6M +504,000 New
TFA
233
Trinity Financial Advisors
Ohio
$12.3M +$582K +23,268 +5%
CWP
234
Concord Wealth Partners
Virginia
$12.3M -$662K -26,472 -5%
TFS
235
Thoroughbred Financial Services
Tennessee
$12.3M +$1.34M +53,649 +12%
PWP
236
Perfromance Wealth Partners
Illinois
$12.2M +$3.6M +143,994 +40%
FCAS
237
First Command Advisory Services
Texas
$12.2M +$9.38K +375 +0.1%
BWM
238
BCGM Wealth Management
Indiana
$12.1M -$761K -30,429 -6%
AWA
239
Acorn Wealth Advisors
Michigan
$12.1M -$172K -6,867 -1%
RW
240
RVW Wealth
California
$11.8M +$11.3M +451,464 +1,374%
MWA
241
MFA Wealth Advisors
Pennsylvania
$11.8M +$142K +5,691 +1%
PMG
242
ProVise Management Group
Florida
$11.8M -$924K -36,978 -7%
FC
243
Financial Consulate
Maryland
$11.7M +$328K +13,116 +3%
GFPC
244
Global Financial Private Client
Florida
$11.6M +$551K +22,023 +5%
DI
245
DAGCO Inc
Ohio
$11.6M +$2.92M +116,970 +32%
FFWA
246
FRG Family Wealth Advisors
Washington
$11.5M +$122K +4,866 +1%
KMWM
247
Keudell/Morrison Wealth Management
Oregon
$11.2M +$8.6M +343,824 +297%
PAI
248
Pittenger & Anderson Inc
Nebraska
$11M +$347K +13,875 +3%
IA
249
IFP Advisors
Florida
$11M -$10.1M -404,310 -38%
ES
250
Eagle Strategies
New York
$11M +$430K +17,190 +4%
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