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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
HIS
726
Horizon Investment Services
Indiana
$273K +$274K +10,836 New
CHJWM
727
Carlton Hofferkamp & Jenks Wealth Management
Texas
$272K – – –
PS
728
Planned Solutions
California
$272K +$4.32K +171 +2%
CAL
729
Capital Advisors Ltd
Ohio
$271K – – –
HAC
730
Harbor Advisory Corp
New Hampshire
$271K – – –
RCA
731
Resonant Capital Advisors
Wisconsin
$270K +$4.92K +195 +2%
WKWM
732
Walter & Keenan Wealth Management
Indiana
$268K -$51.1K -2,025 -16%
CC
733
Cadinha & Co
Hawaii
$265K – – –
GG
734
Gofen & Glossberg
Illinois
$265K +$265K +10,500 New
MWA
735
Meridian Wealth Advisors
Texas
$264K – – –
BBA
736
BLB&B Advisors
Pennsylvania
$263K -$16.3K -645 -6%
NP
737
NorthRock Partners
Minnesota
$260K +$11.2K +444 +4%
AP
738
Appleton Partners
Massachusetts
$260K +$15.1K +600 +6%
PIP
739
Peachtree Investment Partners
Florida
$258K +$195K +7,713 +305%
DT
740
Diversified Trust
Tennessee
$254K +$1.74K +69 +0.7%
AIM
741
Acropolis Investment Management
Missouri
$254K +$254K +10,068 New
AFG
742
Arkansas Financial Group
Arkansas
$252K – – –
PP
743
PDS Planning
Ohio
$252K +$28.5K +1,128 +13%
IWA
744
Intercontinental Wealth Advisors
Texas
$250K – – –
PA
745
Probity Advisors
Texas
$250K – – –
AMC
746
Asset Management Corp
Illinois
$250K +$251K +9,930 New
NFSG
747
Newbridge Financial Services Group
Florida
$248K +$166K +6,555 +201%
CWM
748
Cornerstone Wealth Management
Missouri
$247K -$50.9K -2,016 -17%
ECM
749
Evergreen Capital Management
Washington
$245K +$1.36K +54 +0.6%
NHC
750
Nicholas Hoffman & Company
Georgia
$245K +$6.89K +273 +3%
28 29
30
31 32