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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
576
Caldwell Trust
Florida
$488K -$34.8K -1,530 -7%
RWRC
577
R.W. Roge & Company
New York
$484K -$4.3K -189 -0.9%
GAM
578
Grandview Asset Management
Pennsylvania
$482K +$61.6K +2,709 +16%
PWM
579
Perigon Wealth Management
California
$480K +$182K +8,004 +68%
VFA
580
Valeo Financial Advisors
Indiana
$476K +$4.3K +189 +1%
SS
581
Sunbelt Securities
Texas
$475K +$1.23K +54 +0.3%
TF
582
Trek Financial
Arizona
$474K +$219K +9,642 +98%
AWM
583
Avior Wealth Management
Nebraska
$470K -$173K -7,596 -28%
CAAS
584
Capital Asset Advisory Services
Michigan
$465K -$955 -42 -0.2%
MHS
585
M Holdings Securities
Oregon
$463K +$433K +19,041 New
SBIA
586
Sheaff Brock Investment Advisors
Indiana
$457K +$2.46K +108 +0.6%
GLA
587
Good Life Advisors
Pennsylvania
$454K +$70.7K +3,108 +20%
CA
588
Calton & Associates
Florida
$453K +$142K +6,243 +50%
SL
589
Salomon & Ludwin
Virginia
$452K – – –
OPS
590
Orion Portfolio Solutions
Nebraska
$451K +$422K +18,552 New
SHWM
591
Silicon Hills Wealth Management
Texas
$447K -$20.4K -897 -5%
SPA
592
Sentinel Pension Advisors
Massachusetts
$446K +$545K +23,952 New
TWM
593
Triton Wealth Management
Arizona
$445K -$15.6K -684 -4%
AC
594
Alley Company
Illinois
$445K +$2.87K +126 +0.7%
MFG
595
Merit Financial Group
Georgia
$444K +$416K +18,279 New
QAM
596
QCI Asset Management
New York
$438K -$136K -6,000 -25%
GVAG
597
Great Valley Advisor Group
Delaware
$437K -$117K -5,148 -22%
CCP
598
Clarkston Capital Partners
Michigan
$437K +$7.3K +321 +2%
OCG
599
Opus Capital Group
Ohio
$433K +$2.39K +105 +0.6%
LAIC
600
Lederer & Associates Investment Counsel
California
$429K -$31.3K -1,377 -7%
22 23
24
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