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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
OFP
576
OLIO Financial Planning
Virginia
$1.3M +$798K +30,477 +161%
WT
577
Whittier Trust
California
$1.3M +$49.5K +1,890 +4%
GCA
578
Gradient Capital Advisors
California
$1.3M +$89.5K +3,417 +7%
BFPW
579
BOK Financial Private Wealth
Colorado
$1.29M +$148K +5,661 +13%
SI
580
Stephens Inc
Arkansas
$1.29M +$429K +16,383 +50%
BJL
581
Brighton Jones LLC
Washington
$1.28M +$35.4K +1,353 +3%
MCC
582
Money Concepts Capital
Florida
$1.28M -$16.5M -628,452 -93%
WP
583
WealthShield Partners
North Carolina
$1.28M +$1.27M +48,606 New
CB
584
CNB Bank
Pennsylvania
$1.27M +$67.2K +2,565 +6%
ISWM
585
Independent Solutions Wealth Management
New York
$1.27M +$134K +5,112 +12%
BWA
586
Beam Wealth Advisors
Louisiana
$1.26M -$64.4K -2,460 -5%
SBIA
587
Sheaff Brock Investment Advisors
Indiana
$1.25M +$460K +17,556 +58%
SHA
588
Seneca House Advisors
Virginia
$1.24M -$170K -6,489 -12%
SIAG
589
Signet Investment Advisory Group
Rhode Island
$1.24M +$22K +840 +2%
BCMLT
590
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.23M +$1.22M +46,578 New
HI
591
Hudock Inc
Pennsylvania
$1.22M +$217K +8,295 +22%
KF
592
Krilogy Financial
Missouri
$1.22M +$14.4K +549 +1%
PPW
593
Pasadena Private Wealth
California
$1.22M -$190K -7,266 -14%
FWM
594
Frontier Wealth Management
Missouri
$1.21M +$21.2K +810 +2%
SWM
595
Stockman Wealth Management
Montana
$1.21M -$258K -9,834 -18%
GDP
596
Great Diamond Partners
Maine
$1.21M -$32.1K -1,227 -3%
WTC
597
WhitTier Trust Company
Nevada
$1.2M – – –
RF
598
RHS Financial
California
$1.19M -$677K -25,872 -36%
GAM
599
Garrison Asset Management
Arkansas
$1.19M +$299K +11,412 +34%
SFG
600
StrategIQ Financial Group
Indiana
$1.18M +$4.71K +180 +0.4%
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