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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
601
Capital Wealth Management
Rhode Island
$1.95M -$6.29K -255 -0.3%
OAM
602
Oppenheimer Asset Management
New York
$1.93M +$11.6K +471 +0.6%
LF
603
LifeSteps Financial
California
$1.91M -$62.4K -2,529 -3%
MA
604
Modus Advisors
Minnesota
$1.89M +$20.4K +828 +1%
EIG
605
Ellenbecker Investment Group
Wisconsin
$1.89M +$1.85M +75,132 New
ACM
606
AlphaStar Capital Management
North Carolina
$1.89M +$135K +5,487 +8%
PA
607
Planning Alternatives
Michigan
$1.89M -$113K -4,560 -6%
NGA
608
Naples Global Advisors
Florida
$1.88M +$245K +9,939 +15%
GCA
609
Gradient Capital Advisors
California
$1.88M +$358K +14,484 +24%
PFS
610
Prospera Financial Services
Texas
$1.87M -$176K -7,119 -9%
CB
611
Commerce Bank
Missouri
$1.86M +$74.2K +3,006 +4%
PPW
612
Pasadena Private Wealth
California
$1.86M +$474K +19,221 +35%
WPC
613
Wedmont Private Capital
Pennsylvania
$1.86M +$877K +35,538 +98%
TAM
614
Townsend Asset Management
North Carolina
$1.82M +$15.3K +618 +0.9%
CPIG
615
Chicago Partners Investment Group
Illinois
$1.81M +$642K +26,007 +59%
GIA
616
GHP Investment Advisors
Colorado
$1.8M +$36.3K +1,470 +2%
AIM
617
Anchor Investment Management
South Carolina
$1.8M -$8.29K -336 -0.5%
MSS
618
Mitchell Sinkler & Starr
Pennsylvania
$1.8M +$226K +9,147 +15%
EFS
619
Essex Financial Services
Connecticut
$1.78M -$364K -14,760 -17%
CCM
620
Ciovacco Capital Management
Georgia
$1.76M -$9.7K -393 -0.6%
IGWM
621
ICA Group Wealth Management
Colorado
$1.75M +$303K +12,294 +21%
BWA
622
Beam Wealth Advisors
Louisiana
$1.75M +$249K +10,071 +17%
TFGT
623
TS Financial Group (TSFG)
Illinois
$1.74M -$57.5K -2,331 -3%
JCM
624
Janney Capital Management
Pennsylvania
$1.73M -$18.4K -747 -1%
AMG
625
Advisors Management Group
Wisconsin
$1.72M +$144K +5,820 +9%
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25
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