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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
WLPWM
301
Walled Lake Planning & Wealth Management
Illinois
$11.6M -$54.5K -1,955 -0.5%
MA
302
MONECO Advisors
Connecticut
$11.5M -$191K -6,867 -2%
FMC
303
First Merchants Corp
Indiana
$11.2M -$576K -20,661 -5%
CSP
304
Cary Street Partners
Virginia
$11.2M -$408K -14,633 -4%
BEAM
305
Baker Ellis Asset Management
Washington
$11.1M -$142K -5,090 -1%
MFG
306
Midwest Financial Group
Kansas
$11.1M +$192K +6,874 +2%
CNWM
307
Clay Northam Wealth Management
California
$10.9M -$143K -5,129 -1%
GS
308
GWN Securities
Florida
$10.9M +$10.7M +385,550 +1,464%
SF
309
Summit Financial
New Jersey
$10.9M +$2.16M +77,628 +25%
LFAS
310
Level Four Advisory Services
Texas
$10.9M +$77.4K +2,778 +0.7%
FWA
311
Flagship Wealth Advisors
Massachusetts
$10.9M +$4.66M +167,159 +75%
OPPS
312
Obsidian Personal Planning Solutions
Maryland
$10.7M +$4.77M +171,036 +70%
CCG
313
Coastwise Capital Group
California
$10.7M +$1.12M +40,087 +12%
MF
314
Montis Financial
Massachusetts
$10.6M +$4.78M +171,380 +82%
HBW
315
Hazlett, Burt & Watson
West Virginia
$10.6M +$42.8K +1,535 +0.4%
BWA
316
BlueChip Wealth Advisors
Georgia
$10.6M -$52.3K -1,877 -0.5%
DFA
317
DHJJ Financial Advisors
Illinois
$10.5M -$8.59K -308 -0.1%
FT
318
Fiduciary Trust
Massachusetts
$10.5M -$2.76M -98,846 -21%
CAP
319
Columbia Advisory Partners
Washington
$10.3M +$117K +4,180 +1%
YLHM
320
Yelin Lapidot Holdings Management
Israel
$10.3M +$382K +13,700 +4%
RMF
321
Red Mountain Financial
Colorado
$10.2M +$85K +3,048 +0.8%
MF
322
Meridian Financial
Massachusetts
$10.1M +$107K +3,848 +1%
BWM
323
Bernard Wealth Management
Michigan
$10.1M -$261K -9,361 -3%
DC
324
Davenport & Co
Virginia
$10.1M +$969K +34,763 +11%
WAG
325
Winthrop Advisory Group
Massachusetts
$10.1M -$319K -11,431 -3%
11 12
13
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