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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
KTC
476
Kistler-Tiffany Companies
Pennsylvania
$1.84M -$253K -9,756 -12%
OC
477
Oppenheimer & Co
New York
$1.84M +$530K +20,400 +43%
NGA
478
Naples Global Advisors
Florida
$1.83M -$34.6K -1,332 -2%
MA
479
Modus Advisors
Minnesota
$1.81M -$132K -5,094 -7%
AIM
480
AHL Investment Management
Florida
$1.8M +$1.74M +66,933 New
FIA
481
Foundations Investment Advisors
Arizona
$1.78M +$22.7K +873 +1%
CMS
482
Capital Market Strategies
Florida
$1.77M +$1.71M +65,706 New
NFG
483
Next Financial Group
Texas
$1.75M +$38.8K +1,494 +2%
KM
484
Kalos Management
Georgia
$1.74M +$33.7K +1,299 +2%
CB
485
Commerce Bank
Missouri
$1.73M +$837K +32,205 +100%
OWM
486
Opes Wealth Management
California
$1.73M +$11K +423 +0.7%
LDFR
487
Lehman & Derafelo Financial Resources
Pennsylvania
$1.73M – – –
CHA
488
Carmichael Hill & Associates
Maryland
$1.72M +$410K +15,789 +33%
SAM
489
Secure Asset Management
Michigan
$1.69M +$1.63M +62,676 New
BCMO
490
Buckingham Capital Management (Ohio)
Ohio
$1.69M -$64.6K -2,487 -4%
MTIC
491
Missouri Trust & Investment Company
Missouri
$1.68M +$1.62M +62,220 New
ACM
492
Absolute Capital Management
Pennsylvania
$1.67M +$1.62M +62,166 New
MP
493
McDonald Partners
Ohio
$1.67M +$1.62M +62,166 New
MWP
494
Meridian Wealth Partners
Pennsylvania
$1.67M -$4.75K -183 -0.3%
WWM
495
Western Wealth Management
Colorado
$1.64M +$1.59M +61,071 New
GIA
496
Gladstone Institutional Advisory
Florida
$1.64M +$906K +34,881 +134%
LCM
497
Liberty Capital Management
Michigan
$1.63M -$44.8K -1,725 -3%
EA
498
Emerald Advisors
Washington
$1.61M -$1.04M -39,990 -40%
OPS
499
Orion Portfolio Solutions
Nebraska
$1.6M +$614K +23,640 +66%
SFG
500
Sage Financial Group
Pennsylvania
$1.59M +$156 +6 +0%
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