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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
NJIM
626
Nabity-Jensen Investment Management
Nebraska
$3.31M -$201K -7,699 -6%
FFA
627
Florida Financial Advisors
Florida
$3.31M -$175K -6,692 -5%
WP
628
Wealthspan Partners
Iowa
$3.3M +$546K +20,898 +20%
CAL
629
Capital Analysts LLC
Pennsylvania
$3.29M +$172K +6,571 +6%
SAF
630
Smith Anglin Financial
Texas
$3.28M -$106K -4,070 -3%
EIG
631
Ellenbecker Investment Group
Wisconsin
$3.27M -$180K -6,883 -5%
P
632
Pitcairn
Pennsylvania
$3.24M – – –
SIAG
633
Safeguard Investment Advisory Group
California
$3.24M -$108K -4,143 -3%
TWP
634
Total Wealth Planning
Ohio
$3.24M +$3.19M +122,266 New
EWP
635
Elevation Wealth Partners
California
$3.23M +$38K +1,455 +1%
AIM
636
Anchor Investment Management
South Carolina
$3.2M +$165K +6,318 +6%
CICC
637
Capital Investment Counsel (Colorado)
Colorado
$3.19M -$84.6K -3,238 -3%
TA
638
TPG Advisors
Illinois
$3.18M +$80.8K +3,095 +3%
SFC
639
Strategic Financial Concepts
Texas
$3.17M -$2.18M -83,639 -41%
SAW
640
Signal Advisors Wealth
Michigan
$3.14M -$2.98M -114,166 -49%
IAG
641
Investment Advisory Group
Massachusetts
$3.14M +$330K +12,630 +12%
WB
642
WesBanco Bank
West Virginia
$3.14M +$3.1M +118,621 New
FD
643
Financial Designs
California
$3.14M +$60.3K +2,310 +2%
EFG
644
Everhart Financial Group
Ohio
$3.14M -$107K -4,080 -3%
WA
645
WBH Advisory
Maryland
$3.13M -$625K -23,937 -17%
MA
646
McGrath & Associates
North Carolina
$3.13M -$78.5K -3,007 -2%
LCM
647
Liberty Capital Management
Michigan
$3.13M +$601K +23,000 +24%
HH
648
Hilltop Holdings
Texas
$3.13M +$810K +31,014 +36%
STFP
649
Signal Tree Financial Partners
Ohio
$3.13M -$749K -28,699 -20%
EB
650
Eastern Bank
Massachusetts
$3.11M -$470K -17,981 -13%
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