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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
551
WBH Advisory
Maryland
$2.7M +$2.77M +110,859 New
SSI
552
Scott & Selber Inc
Texas
$2.7M +$13.7K +549 +0.5%
CWS
553
Cypress Wealth Services
California
$2.69M +$77.3K +3,090 +3%
AAMC
554
Asset Allocation & Management Company
Illinois
$2.69M – – –
BSB
555
Bangor Savings Bank
Maine
$2.68M +$34.6K +1,383 +1%
SS
556
Simplicity Solutions
Minnesota
$2.67M +$2.74M +109,680 New
AC
557
Abbrea Capital
California
$2.65M +$113K +4,536 +4%
RIA
558
Realta Investment Advisors
Delaware
$2.64M +$2.42M +96,741 +834%
SC
559
Savant Capital
Illinois
$2.63M +$1.61M +64,488 +149%
JIC
560
Johnson Investment Counsel
Ohio
$2.61M +$23.1K +924 +0.9%
IAA
561
Independent Advisor Alliance
North Carolina
$2.61M -$87.5K -3,498 -3%
MCM
562
MAI Capital Management
Ohio
$2.6M +$331K +13,236 +14%
TPW
563
Transatlantique Private Wealth
New York
$2.57M +$289K +11,568 +12%
BAAM
564
Baker Avenue Asset Management
California
$2.56M -$1.91M -76,266 -42%
MCA
565
Millennium Capital Advisors
Arkansas
$2.55M +$68.1K +2,724 +3%
PAMG
566
Patton Albertson Miller Group
Tennessee
$2.53M -$12.3K -492 -0.5%
TW
567
Transform Wealth
Colorado
$2.52M +$1.01M +40,326 +64%
NCM
568
Northwest Capital Management
Oregon
$2.5M – – –
RWP
569
Revolve Wealth Partners
New Jersey
$2.49M +$236K +9,441 +10%
SAM
570
Secure Asset Management
Michigan
$2.47M -$274K -10,959 -10%
HL
571
HeadInvest LLC
Maine
$2.46M -$20.3K -810 -0.8%
PWA
572
Physician Wealth Advisors
Utah
$2.46M -$63.2K -2,529 -2%
CIC
573
Cutler Investment Counsel
Oregon
$2.42M +$126K +5,025 +5%
CPRC
574
Consolidated Portfolio Review Corp
New York
$2.39M +$2.45M +98,118 New
CA
575
Crewe Advisors
Utah
$2.38M -$145K -5,787 -6%
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