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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
551
Brasada Capital Management
Texas
$731K – – –
LAM
552
LifePro Asset Management
California
$731K +$751K +29,538 New
PCA
553
Personal Capital Advisors
California
$729K +$178K +6,987 +31%
PWM
554
Perigon Wealth Management
California
$726K +$163K +6,396 +28%
MFA
555
Mayflower Financial Advisors
Massachusetts
$722K – – –
GI
556
Gradient Investments
Minnesota
$716K +$99.4K +3,912 +16%
CAMG
557
CWA Asset Management Group
Florida
$707K +$143K +5,616 +24%
SS
558
Sunbelt Securities
Texas
$706K – – –
TPWA
559
TRUE Private Wealth Advisors
Oregon
$704K +$140K +5,499 +24%
NEGWA
560
New England Guild Wealth Advisors
Connecticut
$697K – – –
CI
561
Chartist Inc
California
$694K -$403K -15,840 -36%
KWM
562
Kingsview Wealth Management
Oregon
$692K +$235K +9,258 +50%
GTAM
563
Global Trust Asset Management
Florida
$677K +$2.13K +84 +0.3%
CAI
564
Capital Advisors Inc
Oklahoma
$676K +$145K +5,724 +26%
SIA
565
Soltis Investment Advisors
Utah
$675K -$5.46M -214,818 -89%
FC
566
Fusion Capital
South Carolina
$670K +$28.4K +1,119 +4%
SFM
567
Signet Financial Management
New Jersey
$670K +$688K +27,069 New
ACM
568
Antonetti Capital Management
Florida
$668K +$686K +27,000 New
CAM
569
Concorde Asset Management
Michigan
$666K -$152K -5,970 -18%
WCFA
570
Walkner Condon Financial Advisors
Wisconsin
$661K +$762 +30 +0.1%
LA
571
LexAurum Advisors
Kansas
$661K +$679K +26,703 New
IC
572
Intersect Capital
California
$652K – – –
EWM
573
Empirical Wealth Management
Washington
$645K +$213K +8,373 +47%
GIA
574
Gladstone Institutional Advisory
Florida
$643K +$8.23K +324 +1%
PB
575
Pinnacle Bancorp
Nebraska
$642K – – –
21 22
23
24 25