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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
401
Tudor Financial
Ohio
$7.08M +$193K +7,116 +3%
CWM
402
Centric Wealth Management
Illinois
$7.07M +$146K +5,357 +2%
NEPWA
403
New England Private Wealth Advisors
Massachusetts
$7.07M -$1.25M -45,902 -15%
SAM
404
Smartleaf Asset Management
Massachusetts
$7.02M +$1.44M +52,802 +26%
GFG
405
Goldstone Financial Group
Illinois
$7.01M +$653K +24,018 +10%
TF
406
Trek Financial
Arizona
$7.01M +$721K +26,527 +12%
CPIG
407
Chicago Partners Investment Group
Illinois
$6.99M +$10.3K +378 +0.2%
HWM
408
HRC Wealth Management
Idaho
$6.95M +$51.9K +1,908 +0.8%
CFG
409
Compass Financial Group
Ohio
$6.93M +$6.87M +252,519 New
BMCM
410
Burns Matteson Capital Management
New York
$6.92M -$37.2K -1,367 -0.5%
KWA
411
Kellett Wealth Advisors
Ohio
$6.91M +$1.15M +42,162 +20%
FPGK
412
Financial Partners Group (Kansas)
Kansas
$6.9M -$763K -28,073 -11%
YLHM
413
Yelin Lapidot Holdings Management
Israel
$6.9M – – –
MFF
414
Michels Family Financial
Texas
$6.88M +$423K +15,539 +7%
PL
415
Plancorp LLC
Missouri
$6.87M -$427K -15,694 -6%
IAS
416
IMA Advisory Services
Colorado
$6.87M -$10.2M -373,999 -60%
DCM
417
Donaldson Capital Management
Indiana
$6.86M +$8.05K +296 +0.1%
NL
418
NWAM LLC
Washington
$6.82M +$159K +5,834 +3%
IF
419
Intrua Financial
Texas
$6.82M +$1.73M +63,516 +34%
CA
420
Continuum Advisory
Idaho
$6.81M -$499K -18,368 -7%
TA
421
TruWealth Advisors
Louisiana
$6.76M -$495K -18,199 -7%
JFA
422
JNBA Financial Advisors
Minnesota
$6.75M -$1.14M -41,890 -15%
SSWM
423
Sheets Smith Wealth Management
North Carolina
$6.74M -$231K -8,485 -3%
PIMG
424
Patriot Investment Management Group
Tennessee
$6.65M -$244K -8,980 -4%
VWA
425
Visionary Wealth Advisors
Illinois
$6.63M -$83.4K -3,066 -1%
15 16
17
18 19