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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
226
Davenport & Co
Virginia
$14.7M +$5.09M +194,777 +54%
LSWP
227
Liberty Square Wealth Partners
Pennsylvania
$14.6M -$244K -9,333 -2%
MA
228
Mutual Advisors
Nebraska
$14.6M -$309K -11,843 -2%
PRI
229
Prepared Retirement Institute
Pennsylvania
$14.6M +$276K +10,567 +2%
MT
230
Midwest Trust
Kansas
$14.4M +$14.2M +542,570 New
WIC
231
Whitegate Investment Counselors
New Hampshire
$14.3M -$24.1K -921 -0.2%
KWM
232
Kingsview Wealth Management
Oregon
$14.2M +$1.16M +44,542 +9%
SC
233
Scotia Capital
Ontario, Canada
$14.2M +$589K +22,552 +4%
KPWS
234
Kestra Private Wealth Services
Texas
$14.2M -$1.37M -52,396 -9%
ES
235
Eagle Strategies
New York
$14.2M +$550K +21,068 +4%
SIM
236
Synergy Investment Management
Florida
$14.2M +$3.08M +117,886 +28%
FGG
237
Financial Guidance Group
Florida
$14.1M -$695K -26,611 -5%
OBWG
238
Onyx Bridge Wealth Group
New York
$14.1M +$412K +15,759 +3%
SVWAG
239
Sound View Wealth Advisors Group
Georgia
$14M -$507K -19,395 -4%
CAM
240
Cozad Asset Management
Illinois
$14M -$609K -23,310 -4%
CKAIS
241
Christensen King & Associates Investment Services
Washington
$13.8M -$342K -13,099 -2%
CAAS
242
Capital Asset Advisory Services
Michigan
$13.8M +$10.2K +390 +0.1%
NFG
243
Northeast Financial Group
Pennsylvania
$13.7M +$2.03M +77,752 +18%
IWM
244
IHT Wealth Management
Illinois
$13.7M -$280K -10,727 -2%
MFG
245
Midwest Financial Group
Kansas
$13.7M +$3.11M +119,130 +30%
CA
246
CoreCap Advisors
Michigan
$13.6M +$783K +29,996 +6%
DWM
247
Dakota Wealth Management
Florida
$13.6M -$6.82M -261,113 -34%
FCM
248
Family Capital Management
Michigan
$13.5M +$214K +8,198 +2%
CWM
249
Congress Wealth Management
Massachusetts
$13.5M +$645K +24,685 +5%
PFWA
250
Paces Ferry Wealth Advisors
Georgia
$13.4M +$1.5M +57,258 +13%
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