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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
WFG
676
Wills Financial Group
Virginia
$1.38M +$85.9K +3,480 +7%
JIP
677
Jaffetilchin Investment Partners
Florida
$1.37M +$531K +21,525 +65%
SWM
678
Silverlake Wealth Management
Vermont
$1.37M -$38.2K -1,548 -3%
FFA
679
First Foundation Advisors
California
$1.37M +$1.1M +44,700 +455%
RJT
680
Raymond James Trust
Florida
$1.36M +$530K +21,489 +66%
KWM
681
Kingsview Wealth Management
Oregon
$1.35M +$529K +21,426 +67%
LA
682
Latitude Advisors
Florida
$1.35M -$156K -6,309 -11%
CHA
683
Carmichael Hill & Associates
Maryland
$1.34M +$19.5K +792 +2%
OF
684
Outfitter Financial
Maine
$1.32M – – –
MAS
685
Madden Advisory Services
Florida
$1.32M +$56.9K +2,307 +5%
OWM
686
Opes Wealth Management
California
$1.32M -$57.8K -2,340 -4%
SIC
687
Salem Investment Counselors
North Carolina
$1.32M -$82.5K -3,342 -6%
LA
688
Legacy Advisors
Pennsylvania
$1.3M +$683K +27,672 +115%
RBFC
689
Roman Butler Fullerton & Co
Missouri
$1.3M +$535K +21,672 +75%
GLA
690
Good Life Advisors
Pennsylvania
$1.3M +$313K +12,687 +33%
LFA
691
Legacy Financial Advisors
Kentucky
$1.28M -$995K -40,296 -44%
GJIA
692
Glass Jacobson Investment Advisors
Maryland
$1.28M +$1.26M +51,012 New
PP
693
Prudential plc
United Kingdom
$1.28M +$1.26M +50,910 New
MSWM
694
McGlone Suttner Wealth Management
Wisconsin
$1.28M +$1.25M +50,646 New
CFGSD
695
Compass Financial Group (South Dakota)
South Dakota
$1.26M +$1.24M +50,076 New
WKWM
696
Walter & Keenan Wealth Management
Indiana
$1.26M +$613K +24,828 +99%
DTC
697
Davidson Trust Company
Washington
$1.26M -$62.4K -2,529 -5%
SIAG
698
Signet Investment Advisory Group
Rhode Island
$1.25M -$16.3K -660 -1%
SMFG
699
Sumitomo Mitsui Financial Group
Japan
$1.25M +$1.22M +49,470 New
JFGIW
700
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.23M -$141K -5,703 -10%
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