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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
476
International Assets Investment Management
Florida
$2.22M +$328K +12,510 +12%
CFO
477
Collective Family Office
Pennsylvania
$2.21M -$75.3K -2,877 -3%
PWA
478
Physician Wealth Advisors
Utah
$2.18M +$163K +6,222 +8%
FNBOMD
479
First National Bank of Mount Dora
Florida
$2.17M +$13K +495 +0.6%
SLWS
480
Swaine & Leidel Wealth Services
Florida
$2.15M +$169K +6,438 New
SHFP
481
Second Half Financial Partners
Florida
$2.15M +$2.31M +88,284 New
BWM
482
Baystate Wealth Management
Massachusetts
$2.13M -$54.6K -2,085 -3%
PA
483
Planning Alternatives
Michigan
$2.13M -$142K -5,406 -6%
DC
484
Davenport & Co
Virginia
$2.13M +$582K +22,227 +38%
PFS
485
Prospera Financial Services
Texas
$2.12M +$575K +21,951 +37%
LWM
486
Laidlaw Wealth Management
New York
$2.11M -$225K -8,592 -10%
MSAM
487
Moloney Securities Asset Management
Missouri
$2.11M +$2.1M +80,208 New
LA
488
LexAurum Advisors
Kansas
$2.1M +$253K +9,669 +14%
SWM
489
Spire Wealth Management
Virginia
$2.09M -$4.66M -178,110 -69%
MFGM
490
Marshall Financial Group (Maryland)
Maryland
$2.08M +$109K +4,176 +6%
IAS
491
Investment Advisory Services
Texas
$2.06M +$2.05M +78,336 New
MCM
492
Maple Capital Management
Vermont
$2.03M -$249K -9,498 -11%
DIA
493
Dana Investment Advisors
Wisconsin
$2.03M +$2.02M +77,286 New
JIC
494
Johnson Investment Counsel
Ohio
$2M +$482K +18,414 +32%
KM
495
Kalos Management
Georgia
$1.99M +$272K +10,395 +16%
CWM
496
Chesapeake Wealth Management
Virginia
$1.99M +$60.6K +2,316 +3%
AC
497
Abbrea Capital
California
$1.97M +$15.2K +582 +0.8%
TAM
498
Townsend Asset Management
North Carolina
$1.95M +$14.1K +540 +0.7%
GIA
499
GHP Investment Advisors
Colorado
$1.93M -$39.9K -1,524 -2%
OC
500
Oppenheimer & Co
New York
$1.92M +$128K +4,893 +7%
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