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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SCFS
351
Stewardship Concepts Financial Services
Washington
$9.65M +$99.8K +3,146 +1%
SFMG
352
Sage Financial Management Group
Virginia
$9.63M +$245K +7,723 +3%
NSIM
353
North Star Investment Management
Illinois
$9.54M +$602K +18,973 +7%
BFP
354
Beacon Financial Planning
Massachusetts
$9.52M +$650K +20,493 +7%
DE
355
Diversified Enterprises
Delaware
$9.5M -$174K -5,494 -2%
MA
356
MONECO Advisors
Connecticut
$9.46M +$805K +25,371 +9%
BDWCC
357
B&D White Capital Company
Texas
$9.4M +$9.4M +296,287 New
BEI
358
Benjamin Edwards Inc
Missouri
$9.39M +$954K +30,085 +11%
DCM
359
Donaldson Capital Management
Indiana
$9.35M +$448K +14,111 +5%
PF
360
Penney Financial
Texas
$9.31M -$463K -14,596 -5%
LSIA
361
LaSalle St. Investment Advisors
Illinois
$9.31M +$365K +11,493 +4%
OWM
362
Orgel Wealth Management
Wisconsin
$9.3M -$95.3K -3,004 -1%
PGFC
363
Peapack-Gladstone Financial Corp
New Jersey
$9.27M +$1.21M +38,120 +15%
LW
364
Livet Wealth
Utah
$9.22M -$190K -5,983 -2%
IRC
365
Investors Research Corp
Georgia
$9.21M +$322K +10,146 +4%
NL
366
Navalign LLC
California
$9.2M -$7.74K -244 -0.1%
AC
367
Avant Capital
Louisiana
$9.18M -$143K -4,514 -2%
KC
368
Karras Company
Utah
$9.13M -$243K -7,646 -3%
PAI
369
Pittenger & Anderson Inc
Nebraska
$9.07M -$97.4K -3,070 -1%
CAG
370
Curtis Advisory Group
California
$9.06M -$793 -25 -0%
LSWP
371
Liberty Square Wealth Partners
Pennsylvania
$9.04M -$370K -11,657 -4%
DAS
372
Dynamic Advisor Solutions
Arizona
$8.98M +$391K +12,311 +5%
IA
373
Integrity Alliance
Iowa
$8.96M +$261K +8,224 +3%
VNA
374
Valley National Advisers
Pennsylvania
$8.91M -$40.9K -1,289 -0.5%
NCM
375
NCM Capital Management
New Jersey
$8.88M +$566K +17,843 +7%
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15
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