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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIM
476
Zacks Investment Management
Illinois
$574K +$146K +7,188 +37%
MCP
477
Martin Capital Partners
Oregon
$564K -$59.3K -2,925 -10%
MFA
478
Mayflower Financial Advisors
Massachusetts
$563K +$534K +26,328 New
BSW
479
Buckingham Strategic Wealth
Missouri
$561K +$532K +26,247 New
CAM
480
Cresset Asset Management
Illinois
$558K +$426 +21 +0.1%
FWP
481
FAS Wealth Partners
Kansas
$555K +$52.3K +2,577 +11%
ISWM
482
Independent Solutions Wealth Management
New York
$549K -$142K -6,996 -21%
BFA
483
Beacon Financial Advisory
Ohio
$547K +$519K +25,605 New
BCP
484
Blue Chip Partners
Michigan
$538K +$4.81K +237 +1%
FC
485
Fusion Capital
South Carolina
$532K -$127K -6,255 -20%
CPIG
486
Chicago Partners Investment Group
Illinois
$532K +$492K +24,282 New
TW
487
Transform Wealth
Colorado
$527K -$192K -9,456 -28%
SIC
488
Sigma Investment Counselors
Michigan
$525K +$498K +24,576 New
BWP
489
Bernardo Wealth Planning
Pennsylvania
$524K +$498K +24,540 New
RA
490
RFG Advisory
Alabama
$521K +$161K +7,941 +50%
BWA
491
Beam Wealth Advisors
Louisiana
$516K +$113K +5,550 +30%
TPWA
492
TRUE Private Wealth Advisors
Oregon
$513K -$82K -4,044 -14%
QAM
493
QCI Asset Management
New York
$513K +$122K +6,000 +33%
S
494
SignatureFD
Georgia
$511K +$14.4K +708 +3%
RRWA
495
Rainey & Randall Wealth Advisors
Florida
$510K +$2.43K +120 +0.5%
IA
496
IFG Advisory
Georgia
$503K -$3.95K -195 -0.8%
WP
497
WMS Partners
Maryland
$498K -$57.7K -2,847 -11%
GVAG
498
Great Valley Advisor Group
Delaware
$494K -$15.5K -762 -3%
KWM
499
Kingsview Wealth Management
Oregon
$493K -$203K -10,020 -30%
MCM
500
Mengis Capital Management
Oregon
$491K +$110K +5,433 +31%
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