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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
VAS
626
Vestmark Advisory Solutions
Massachusetts
$3.96M +$215K +7,073 +6%
WA
627
WPG Advisers
Maryland
$3.96M -$138K -4,542 -3%
CW
628
Cedarwood Wealth
Colorado
$3.95M +$271K +8,950 +7%
FCM
629
Fortis Capital Management
Washington
$3.94M +$533K +17,576 +16%
SFS
630
Sowell Financial Services
Arkansas
$3.93M +$849K +27,994 +28%
TCG
631
Transcendent Capital Group
Oklahoma
$3.88M -$309K -10,176 -7%
SWM
632
SeaCrest Wealth Management
New York
$3.88M +$662K +21,818 +21%
MCM
633
Mengis Capital Management
Oregon
$3.86M +$155K +5,120 +4%
GSIAS
634
Garden State Investment Advisory Services
New Jersey
$3.86M +$58.7K +1,935 +2%
NFG
635
Nadler Financial Group
Illinois
$3.85M -$22.3M -735,259 -85%
DWML
636
Decker Wealth Management LLC
Tennessee
$3.85M -$66.1K -2,178 -2%
S
637
Sachetta
Massachusetts
$3.83M +$4.13K +136 +0.1%
SA
638
Sovran Advisors
California
$3.82M -$85.5K -2,820 -2%
RW
639
RVW Wealth
California
$3.81M -$550K -18,121 -13%
AC
640
AlphaCore Capital
California
$3.78M -$2.61M -85,875 -41%
HHCP
641
Hilton Head Capital Partners
South Carolina
$3.77M +$46.6K +1,535 +1%
MFG
642
Mainsail Financial Group
Washington
$3.76M -$140K -4,629 -4%
CCM
643
Coldstream Capital Management
Washington
$3.74M +$654K +21,568 +22%
LF
644
LifeSteps Financial
California
$3.71M +$211K +6,943 +6%
UAG
645
United Advisor Group
Ohio
$3.71M +$24.3K +802 +0.7%
CL
646
COWA LLC
Oklahoma
$3.7M +$18.2K +601 +0.5%
MWM
647
Maridea Wealth Management
New York
$3.7M -$87.5K -2,886 -2%
FD
648
Financial Designs
California
$3.7M +$28.5K +938 +0.8%
VCWM
649
Vista Cima Wealth Management
Arizona
$3.68M -$1.44M -47,556 -28%
WA
650
WBH Advisory
Maryland
$3.68M +$123K +4,049 +3%
24 25
26
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