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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
526
Orion Capital Management
California
$2.89M +$1.13M +45,603 +66%
FHA
527
Flagship Harbor Advisors
Massachusetts
$2.87M +$1.1M +44,616 +64%
TFA
528
Transamerica Financial Advisors
Florida
$2.86M +$569K +23,061 +25%
VAS
529
Vestmark Advisory Solutions
Massachusetts
$2.84M +$404K +16,386 +17%
SAM
530
Secure Asset Management
Michigan
$2.83M -$353K -14,301 -11%
IAA
531
Independent Advisor Alliance
North Carolina
$2.78M +$143K +5,793 +6%
PWM
532
Perigon Wealth Management
California
$2.78M +$528K +21,387 +24%
AAMC
533
Asset Allocation & Management Company
Illinois
$2.78M – – –
SSI
534
Scott & Selber Inc
Texas
$2.77M -$32.1K -1,302 -1%
MA
535
Momentum Advisors
New York
$2.76M +$1.06M +43,035 +65%
CFO
536
Collective Family Office
Pennsylvania
$2.74M -$37K -1,500 -1%
BSB
537
Bangor Savings Bank
Maine
$2.74M +$1.78K +72 +0.1%
CWS
538
Cypress Wealth Services
California
$2.7M +$134K +5,412 +5%
JIC
539
Johnson Investment Counsel
Ohio
$2.67M +$251K +10,149 +11%
SWP
540
Semus Wealth Partners
Florida
$2.66M +$2.61M +105,753 New
RF
541
RHS Financial
California
$2.65M +$2.08M +84,078 +399%
MCCP
542
Mission Creek Capital Partners
California
$2.65M -$240K -9,723 -8%
LFA
543
LGT Financial Advisors
Texas
$2.65M +$2.59M +105,120 New
BAM
544
Berkshire Asset Management
Pennsylvania
$2.64M +$492K +19,947 +24%
AC
545
Abbrea Capital
California
$2.63M +$337K +13,644 +15%
PAMG
546
Patton Albertson Miller Group
Tennessee
$2.62M -$121K -4,884 -4%
PWA
547
Physician Wealth Advisors
Utah
$2.61M +$229K +9,288 +10%
CA
548
Crewe Advisors
Utah
$2.61M +$1.01M +41,121 +66%
NCM
549
Northwest Capital Management
Oregon
$2.58M – – –
CRI
550
Commonwealth Retirement Investments
Virginia
$2.57M +$2.52M +101,952 New
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