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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
576
Guild Investment Management
California
$3.79M +$1.17M +44,855 +46%
GIA
577
Gladstone Institutional Advisory
Florida
$3.79M -$71.7K -2,745 -2%
SMFG
578
Sumitomo Mitsui Financial Group
Japan
$3.77M -$977K -37,400 -21%
GCA
579
Gradient Capital Advisors
California
$3.77M +$161K +6,152 +5%
KNFPWM
580
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$3.74M +$1.11M +42,468 +43%
LCM
581
LVM Capital Management
Michigan
$3.74M +$350K +13,419 +11%
FHC
582
First Heartland Consultants
Missouri
$3.73M -$633K -24,251 -15%
VWM
583
Vermillion Wealth Management
Minnesota
$3.71M +$356K +13,620 +11%
ML
584
McAdam LLC
Pennsylvania
$3.7M -$195K -7,450 -5%
CFGSD
585
Compass Financial Group (South Dakota)
South Dakota
$3.69M +$96.6K +3,699 +3%
OCM
586
Orion Capital Management
California
$3.67M -$30.6K -1,173 -0.8%
NG
587
Northstar Group
New York
$3.66M -$42.6K -1,633 -1%
VFIC
588
Valley Forge Investment Consultants
Pennsylvania
$3.65M +$17.8K +681 +0.5%
EWA
589
Evolution Wealth Advisors
Florida
$3.65M -$1.68M -64,371 -32%
CF
590
Centaurus Financial
California
$3.62M +$391K +14,965 +12%
WWM
591
Western Wealth Management
Colorado
$3.62M -$656K -25,127 -16%
RC
592
Roundview Capital
New Jersey
$3.61M -$125K -4,776 -3%
OPWM
593
Oxinas Partners Wealth Management
Indiana
$3.6M +$166K +6,346 +5%
NF
594
Nikulski Financial
Iowa
$3.58M +$430K +16,478 +14%
PMG
595
ProVise Management Group
Florida
$3.58M -$33.2K -1,270 -0.9%
NW
596
NewEdge Wealth
Pennsylvania
$3.56M +$1.33M +51,105 +62%
IA
597
IFG Advisory
Georgia
$3.56M +$2.12M +81,036 +152%
WIM
598
Warwick Investment Management
Texas
$3.56M -$674K -25,799 -16%
PIA
599
Panoramic Investment Advisors
Colorado
$3.56M -$495K -18,954 -12%
EWA
600
EverSource Wealth Advisors
Alabama
$3.56M +$337K +12,906 +11%
22 23
24
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