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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
KIC
451
Keating Investment Counselors
Florida
$1.22M +$82.7K +3,255 +7%
MPWT
452
MassMutual Private Wealth & Trust
Connecticut
$1.21M +$79.4K +3,123 +7%
AIM
453
Anchor Investment Management
South Carolina
$1.21M +$192K +7,536 +18%
SWRP
454
Summit Wealth & Retirement Planning
California
$1.19M +$8.08K +318 +0.7%
CHA
455
Carmichael Hill & Associates
Maryland
$1.19M -$25.3K -996 -2%
OC
456
Oppenheimer & Co
New York
$1.18M +$187K +7,359 +18%
WT
457
Whittier Trust
California
$1.18M – – –
GGS
458
Galvin Gaustad & Stein
Arizona
$1.17M -$67.2K -2,643 -5%
PGFC
459
Peapack-Gladstone Financial Corp
New Jersey
$1.17M +$81.8K +3,219 +7%
FFN
460
Focus Financial Network
Minnesota
$1.17M +$45.2K +1,779 +4%
MMHP
461
Murphy Middleton Hinkle & Parker
Georgia
$1.17M +$18.7K +735 +2%
MCP
462
Mirador Capital Partners
California
$1.16M -$24.2K -951 -2%
FWM
463
Frontier Wealth Management
Missouri
$1.15M -$73.3K -2,886 -6%
KF
464
Krilogy Financial
Missouri
$1.12M +$1.98K +78 +0.2%
BWAM
465
Boyd Watterson Asset Management
Ohio
$1.12M – – –
CB
466
CNB Bank
Pennsylvania
$1.11M +$293K +11,535 +34%
CPIG
467
Chicago Partners Investment Group
Illinois
$1.11M +$350K +13,788 +49%
GDP
468
Great Diamond Partners
Maine
$1.11M +$3.89K +153 +0.3%
DTC
469
Davidson Trust Company
Washington
$1.11M +$570K +22,416 +100%
GCA
470
Gradient Capital Advisors
California
$1.1M +$24.9K +981 +2%
SFG
471
StrategIQ Financial Group
Indiana
$1.1M -$8.23K -324 -0.7%
AWM
472
Apollon Wealth Management
South Carolina
$1.1M +$33.1K +1,302 +3%
AMG
473
Advisors Management Group
Wisconsin
$1.09M +$47.1K +1,854 +4%
FWSM
474
First Wilshire Securities Management
California
$1.09M +$122K +4,800 +12%
BWA
475
Beam Wealth Advisors
Louisiana
$1.08M +$84.1K +3,309 +8%
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