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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
601
Orion Portfolio Solutions
Nebraska
$34K +$32.9K +1,755 New
MF
602
Manchester Financial
California
$32K +$30.6K +1,635 New
LAS
603
Lloyd Advisory Services
Georgia
$32K +$31.3K +1,671 New
AAP
604
Arax Advisory Partners
Colorado
$28K +$393 +21 +1%
PCIA
605
Prime Capital Investment Advisors
Kansas
$28K +$2.64K +141 +11%
PMFA
606
Plante Moran Financial Advisors
Michigan
$27K +$7.31K +390 +39%
BCA
607
Berman Capital Advisors
Georgia
$26K +$506 +27 +2%
DI
608
Disciplined Investments
Oklahoma
$26K +$25.1K +1,338 New
CAC
609
Certified Advisory Corp
Florida
$25K +$169 +9 +0.7%
FA
610
Faithward Advisors
Pennsylvania
$25K +$24.7K +1,317 New
PA
611
Procyon Advisors
Connecticut
$24K +$23K +1,230 New
CCA
612
Column Capital Advisors
Indiana
$24K +$23.6K +1,260 New
RCA
613
Rowland Carmichael Advisors
Arizona
$23K – – –
VRM
614
Vectors Research Management
New York
$23K – – –
CFFP
615
Center for Financial Planning
Michigan
$23K +$22.7K +1,212 New
WC
616
Westwind Capital
New Mexico
$22K -$1.29K -69 -6%
FMII
617
Farmers & Merchants Investments Inc
Nebraska
$22K – – –
AA
618
Advisory Alpha
Michigan
$21K +$5.62K +300 +38%
BWA
619
Burt Wealth Advisors
Maryland
$21K – – –
ACA
620
Aptus Capital Advisors
Alabama
$19K -$18.8K -1,005 -49%
SIM
621
Sonora Investment Management
Arizona
$19K -$17.2K -918 -48%
FCA
622
FinTrust Capital Advisors
South Carolina
$19K -$8.09K -432 -31%
MSFP
623
Mark Sheptoff Financial Planning
Connecticut
$19K – – –
HWA
624
HCR Wealth Advisors
California
$19K +$18K +960 New
LFG
625
Larson Financial Group
Missouri
$18K -$15.6K -831 -47%
23 24
25
26 27