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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BEAM
301
Baker Ellis Asset Management
Washington
$11M -$78.4K -2,757 -0.7%
SIM
302
Sims Investment Management
Ohio
$10.8M +$11.3M +396,869 New
CNWM
303
Clay Northam Wealth Management
California
$10.8M -$297K -10,433 -3%
CWA
304
Canvas Wealth Advisors
Kansas
$10.8M +$400K +14,063 +4%
AFG
305
Albion Financial Group
Utah
$10.7M +$569K +20,029 +5%
MFG
306
Midwest Financial Group
Kansas
$10.7M +$86.9K +3,056 +0.8%
SGI
307
Summit Global Investments
Utah
$10.6M +$548K +19,280 +5%
LFAS
308
Level Four Advisory Services
Texas
$10.5M -$23.7M -832,889 -68%
XF
309
XML Financial
Maryland
$10.5M +$515K +18,111 +5%
BWA
310
BlueChip Wealth Advisors
Georgia
$10.4M +$552K +19,420 +5%
DFA
311
DHJJ Financial Advisors
Illinois
$10.3M +$8.13K +286 +0.1%
HBW
312
Hazlett, Burt & Watson
West Virginia
$10.3M +$30.5K +1,073 +0.3%
MWA
313
Merkkuri Wealth Advisors
New York
$10.2M +$320K +11,258 +3%
WAG
314
Winthrop Advisory Group
Massachusetts
$10.2M -$111K -3,897 -1%
BWM
315
Bernard Wealth Management
Michigan
$10.1M +$10.6M +371,458 New
PAI
316
Pittenger & Anderson Inc
Nebraska
$10.1M -$291K -10,229 -3%
CAP
317
Columbia Advisory Partners
Washington
$10M -$2.92M -102,758 -22%
RMF
318
Red Mountain Financial
Colorado
$9.86M +$251K +8,829 +3%
SC
319
Scotia Capital
Ontario, Canada
$9.86M +$107K +3,761 +1%
MF
320
Meridian Financial
Massachusetts
$9.79M -$145K -5,094 -1%
SCM
321
Spreng Capital Management
Ohio
$9.77M +$462K +16,268 +5%
YLHM
322
Yelin Lapidot Holdings Management
Israel
$9.72M -$2.38M -83,800 -19%
NFG
323
Nations Financial Group
Iowa
$9.7M -$7.21M -253,490 -42%
JWS
324
Juncture Wealth Strategies
Arizona
$9.7M +$761K +26,771 +8%
BIA
325
Bell Investment Advisors
California
$9.69M +$261K +9,180 +3%
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