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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
576
Independent Solutions Wealth Management
New York
$1.29M +$145K +5,682 +12%
SWM
577
Silverlake Wealth Management
Vermont
$1.29M -$3.82K -150 -0.3%
MSS
578
Mitchell Sinkler & Starr
Pennsylvania
$1.28M +$285K +11,220 +26%
BJL
579
Brighton Jones LLC
Washington
$1.28M +$123K +4,845 +10%
WP
580
WealthSource Partners
California
$1.27M -$304K -11,952 -18%
LA
581
Latitude Advisors
Florida
$1.26M -$2.32M -91,224 -63%
DTC
582
Davidson Trust Company
Washington
$1.25M +$247K +9,702 +23%
MCM
583
MAI Capital Management
Ohio
$1.25M +$277K +10,902 +26%
CA
584
CSM Advisors
Pennsylvania
$1.25M – – –
NRA
585
NSI Retail Advisors
Pennsylvania
$1.25M – – –
FWI
586
Facet Wealth Inc
Maryland
$1.24M -$59.4K -2,334 -4%
APA
587
Astoria Portfolio Advisors
New York
$1.24M +$7.48K +294 +0.6%
PPW
588
Pasadena Private Wealth
California
$1.24M +$144K +5,676 +12%
CAM
589
Concorde Asset Management
Michigan
$1.24M -$50.1K -1,968 -4%
BCMLT
590
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.23M – – –
SI
591
Stephens Inc
Arkansas
$1.23M +$60.7K +2,388 +5%
WFG
592
Wills Financial Group
Virginia
$1.22M +$534 +21 +0%
BTWM
593
Baker Tilly Wealth Management
Wisconsin
$1.22M – – –
OF
594
Outfitter Financial
Maine
$1.22M +$28.6K +1,125 +2%
BWAM
595
Boyd Watterson Asset Management
Ohio
$1.21M -$50K -1,965 -4%
HI
596
Hudock Inc
Pennsylvania
$1.2M +$98.7K +3,879 +8%
GVAG
597
Great Valley Advisor Group
Delaware
$1.2M +$603K +23,688 +89%
MPWT
598
MassMutual Private Wealth & Trust
Connecticut
$1.2M -$547K -21,507 -30%
GCA
599
Gradient Capital Advisors
California
$1.2M +$17.9K +702 +1%
SIAG
600
Signet Investment Advisory Group
Rhode Island
$1.18M +$51.5K +2,025 +4%
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