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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
676
Independent Advisor Alliance
North Carolina
$1.72M -$286K -11,664 -14%
M
677
MYeCFO
California
$1.71M +$151K +6,138 +9%
SAG
678
SageView Advisory Group
California
$1.7M +$12.5K +510 +0.7%
PA
679
Planning Alternatives
Michigan
$1.7M -$35.9K -1,464 -2%
WF
680
Warner Financial
Maryland
$1.67M +$71.4K +2,910 +4%
PWA
681
Pillar Wealth Advisors
Pennsylvania
$1.67M +$340K +13,851 +24%
PAMG
682
Patton Albertson Miller Group
Tennessee
$1.66M -$464K -18,921 -21%
RF
683
RHS Financial
California
$1.66M -$62.6K -2,553 -3%
WCG
684
Weaver Consulting Group
California
$1.66M – – –
WOC
685
West Oak Capital
California
$1.66M -$109K -4,443 -6%
PGFC
686
Peapack-Gladstone Financial Corp
New Jersey
$1.64M +$147K +5,976 +9%
MCM
687
Mengis Capital Management
Oregon
$1.63M +$37.4K +1,524 +2%
MA
688
Modus Advisors
Minnesota
$1.62M -$122K -4,989 -7%
WCM
689
Whitener Capital Management
North Carolina
$1.62M +$136K +5,541 +9%
LCM
690
Liberty Capital Management
Michigan
$1.62M +$39.4K +1,605 +2%
PFA
691
Petra Financial Advisors
Colorado
$1.61M +$12.5K +510 +0.8%
FTUS
692
Flow Traders U.S.
New York
$1.61M +$1.67M +68,220 New
GIA
693
GHP Investment Advisors
Colorado
$1.61M +$3.24K +132 +0.2%
CMS
694
Capital Market Strategies
Florida
$1.6M -$66.2K -2,697 -4%
EFS
695
Essex Financial Services
Connecticut
$1.59M -$663 -27 -0%
GIA
696
Gladstone Institutional Advisory
Florida
$1.59M +$715K +29,127 +76%
AIM
697
AHL Investment Management
Florida
$1.59M -$221 -9 -0%
MWP
698
Meridian Wealth Partners
Pennsylvania
$1.58M +$119K +4,851 +8%
V
699
ViaWealth
Kansas
$1.58M +$1.08M +43,953 +191%
CT
700
Caldwell Trust
Florida
$1.57M +$44.6K +1,818 +3%
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