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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
RGF
601
Retirement Guys Formula
Ohio
$1.17M -$174K -6,843 -12%
TPA
602
Trivium Point Advisory
Connecticut
$1.17M -$2.45M -96,474 -67%
KF
603
Krilogy Financial
Missouri
$1.16M +$58.2K +2,286 +5%
WP
604
WealthShield Partners
North Carolina
$1.16M -$1.6K -63 -0.1%
SHA
605
Seneca House Advisors
Virginia
$1.16M +$29.3K +1,152 +2%
WOC
606
West Oak Capital
California
$1.15M +$823K +32,334 +203%
WAM
607
Worth Asset Management
Texas
$1.13M -$4.29M -168,687 -78%
BCA
608
Bay Colony Advisors
Massachusetts
$1.12M +$240K +9,426 +26%
BC
609
Barnett & Company
Tennessee
$1.12M +$181K +7,110 +18%
CPIG
610
Chicago Partners Investment Group
Illinois
$1.12M +$51.6K +2,028 +5%
FAIM
611
Financial Advocates Investment Management
Washington
$1.11M -$5.99M -235,629 -83%
FWM
612
Frontier Wealth Management
Missouri
$1.11M +$10.7K +420 +0.9%
PIP
613
Peachtree Investment Partners
Florida
$1.11M -$112K -4,413 -9%
WOSD
614
WFA of San Diego
California
$1.1M -$88.1K -3,465 -7%
BWA
615
Beam Wealth Advisors
Louisiana
$1.09M -$59.3K -2,331 -5%
FFWM
616
Future Financial Wealth Management
Ohio
$1.09M – – –
GDP
617
Great Diamond Partners
Maine
$1.08M -$14K -552 -1%
GAM
618
Garrison Asset Management
Arkansas
$1.08M -$2.9K -114 -0.3%
ZIMP
619
Zimmermann Investment Management & Planning
Pennsylvania
$1.08M +$896K +35,202 +353%
SWM
620
Stockman Wealth Management
Montana
$1.07M -$29.2K -1,146 -2%
SFG
621
StrategIQ Financial Group
Indiana
$1.07M – – –
MMHP
622
Murphy Middleton Hinkle & Parker
Georgia
$1.06M +$534 +21 +0%
LGWM
623
Litman Gregory Wealth Management
California
$1.05M -$305K -12,000 -21%
SMC
624
Smith, Moore & Co
Missouri
$1.05M +$84.1K +3,306 +8%
FWSM
625
First Wilshire Securities Management
California
$1.05M – – –
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