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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
226
Cooper Financial Group
California
$15.3M +$1.08M +37,826 +7%
CAM
227
Cozad Asset Management
Illinois
$15.3M +$109K +3,822 +0.7%
MTC
228
Matrix Trust Company
Colorado
$15.3M -$398K -14,010 -2%
AP
229
Advisors Preferred
Maryland
$15.1M – – –
SCA
230
Snowden Capital Advisors
New York
$15M +$302K +10,635 +2%
CKAIS
231
Christensen King & Associates Investment Services
Washington
$14.8M -$251K -8,812 -2%
SIS
232
Strategic Investment Solutions
Illinois
$14.8M -$622K -21,881 -7%
PCWA
233
Pacific Capital Wealth Advisors
California
$14.7M +$2.84M +99,937 +23%
LIM
234
Leavell Investment Management
Alabama
$14.6M -$240K -8,441 -2%
NIWA
235
New Insight Wealth Advisors
California
$14.3M +$778K +27,380 +6%
LWM
236
Lighthouse Wealth Management
Ohio
$14.1M +$14.7M +516,402 New
IWM
237
IHT Wealth Management
Illinois
$14.1M -$2.66M -93,512 -15%
CAAS
238
Capital Asset Advisory Services
Michigan
$14M +$99.4K +3,496 +0.7%
KJWM
239
Kiley Juergens Wealth Management
Washington
$14M +$440K +15,476 +3%
SCP
240
Shorepoint Capital Partners
Massachusetts
$13.9M -$104K -3,656 -0.7%
FCM
241
Family Capital Management
Michigan
$13.9M -$173K -6,076 -1%
WCM
242
Winthrop Capital Management
Indiana
$13.8M +$14.4M +507,006 New
MCM
243
Mendel Capital Management
Arkansas
$13.7M -$362K -12,747 -2%
FFA
244
Farther Finance Advisors
California
$13.5M +$9.12M +320,727 +185%
IAS
245
Investment Advisory Services
Texas
$13.4M +$317K +11,154 +2%
OFG
246
Opulen Financial Group
Virginia
$13.4M +$13.9M +490,503 New
LFS
247
Legacy Financial Strategies
Kansas
$13.4M -$518K -18,222 -4%
AA
248
Advisory Alpha
Michigan
$13.4M +$1.66M +58,278 +14%
ES
249
Eagle Strategies
New York
$13.3M +$1.57M +55,327 +13%
JIP
250
Jaffetilchin Investment Partners
Florida
$13.3M +$866K +30,480 +7%
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