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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
PD
226
Planning Directions
Pennsylvania
$14.9M -$26.1M -859,612 -64%
MFIM
227
Mesirow Financial Investment Management
Illinois
$14.8M +$5.41M +178,293 +59%
Sumitomo Mitsui Trust Group
228
Sumitomo Mitsui Trust Group
Japan
$14.8M +$5.58M +183,950 +62%
TFS
229
truNorth Financial Services
Pennsylvania
$14.7M +$253K +8,348 +2%
PCWA
230
Pacific Capital Wealth Advisors
California
$14.7M -$623K -20,543 -4%
MT
231
Midwest Trust
Kansas
$14.5M -$6.4M -210,996 -31%
RFS
232
Retirement Financial Solutions
Tennessee
$14.4M -$514K -16,944 -3%
CMP
233
Courage Miller Partners
Virginia
$14.4M -$269K -8,857 -2%
MA
234
Mutual Advisors
Nebraska
$14.3M -$823K -27,121 -5%
CIC
235
Carnegie Investment Counsel
Ohio
$14.2M -$255K -8,392 -2%
WLPWM
236
Walled Lake Planning & Wealth Management
Illinois
$14.2M +$250K +8,246 +2%
TPWA
237
TRUE Private Wealth Advisors
Oregon
$14.2M +$177K +5,837 +1%
SF
238
Schaeffer Financial
Maryland
$14.1M +$399K +13,148 +3%
CST
239
Charles Schwab Trust
Nevada
$14.1M +$2.03M +67,033 +17%
SWMG
240
Sard Wealth Management Group
Georgia
$14M +$22.7K +748 +0.2%
SFWC
241
Strategic Family Wealth Counselors
New Jersey
$14M -$97.6K -3,217 -0.7%
LWM
242
Lighthouse Wealth Management
Ohio
$14M +$240K +7,903 +2%
WIA
243
World Investment Advisors
California
$13.7M +$550K +18,130 +4%
GSEP
244
Golden State Equity Partners
California
$13.7M +$11.9M +393,571 +724%
CCG
245
Coastwise Capital Group
California
$13.7M -$120K -3,963 -0.9%
KWM
246
Kingsview Wealth Management
Oregon
$13.6M +$45.9K +1,512 +0.3%
FWA
247
Fidelis Wealth Advisors
Colorado
$13.5M +$78.1K +2,576 +0.6%
NLWP
248
Next Level Wealth Planning
Idaho
$13.4M +$223K +7,350 +2%
LFS
249
Legacy Financial Strategies
Kansas
$13.4M -$11.3K -373 -0.1%
ISFAN
250
Investor's Fiduciary Advisor Network
Washington
$13.4M -$1.09M -35,979 -8%
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