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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
551
Gradient Capital Advisors
California
$1.24M +$35.2K +1,356 +3%
CB
552
CNB Bank
Pennsylvania
$1.24M +$24K +924 +2%
KF
553
Krilogy Financial
Missouri
$1.24M +$16.9K +651 +1%
HAS
554
HBW Advisory Services
California
$1.23M +$860K +33,090 +262%
WTC
555
WhitTier Trust Company
Nevada
$1.23M +$1.16M +44,724 +4,531%
GI
556
Gradient Investments
Minnesota
$1.23M +$434K +16,692 +58%
MFA
557
Morling Financial Advisors
California
$1.23M +$1.18M +45,519 New
FWM
558
Frontier Wealth Management
Missouri
$1.22M -$26.4K -1,017 -2%
CWM
559
Capital Wealth Management
Rhode Island
$1.2M +$1.16M +44,619 New
SFG
560
StrategIQ Financial Group
Indiana
$1.2M +$2.57K +99 +0.2%
PWM
561
Perigon Wealth Management
California
$1.19M +$389K +14,961 +51%
FWSM
562
First Wilshire Securities Management
California
$1.18M – – –
BFPW
563
BOK Financial Private Wealth
Colorado
$1.17M +$255K +9,810 +29%
AMG
564
Advisors Management Group
Wisconsin
$1.17M -$11.8K -453 -1%
OF
565
Outfitter Financial
Maine
$1.17M +$39.7K +1,530 +4%
ISWM
566
Independent Solutions Wealth Management
New York
$1.16M +$106K +4,083 +10%
FA
567
FDx Advisors
Illinois
$1.16M +$1.12M +43,074 New
DTC
568
Davidson Trust Company
Washington
$1.16M -$44.7K -1,719 -4%
GGS
569
Galvin Gaustad & Stein
Arizona
$1.15M -$119K -4,587 -10%
CP
570
Coho Partners
Pennsylvania
$1.15M +$1.11M +42,819 New
BW
571
Bison Wealth
Georgia
$1.14M +$315K +12,117 +40%
PCA
572
Personal Capital Advisors
California
$1.13M +$350K +13,485 +46%
TF
573
TIAA FSB
Florida
$1.13M +$113K +4,359 +12%
BAAM
574
Baker Avenue Asset Management
California
$1.12M – – –
MCP
575
Mirador Capital Partners
California
$1.12M -$136K -5,241 -11%
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