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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
726
Sawgrass Asset Management
Florida
$624K +$621K +23,733 New
PCA
727
Personal Capital Advisors
California
$622K -$505K -19,290 -45%
HNB
728
Huntington National Bank
Ohio
$620K – – –
CWA
729
Canvas Wealth Advisors
Kansas
$612K +$629K +24,006 New
JIP
730
Jaffetilchin Investment Partners
Florida
$610K +$359K +13,728 +130%
WCFA
731
Walkner Condon Financial Advisors
Wisconsin
$609K -$82.5K -3,150 -12%
ECM
732
Evergreen Capital Management
Washington
$605K +$1.41K +54 +0.2%
GLA
733
Good Life Advisors
Pennsylvania
$605K +$132K +5,031 +28%
KCM
734
Kanawha Capital Management
Virginia
$604K – – –
CPIA
735
Cornell Pochily Investment Advisors
New York
$604K +$1.81K +69 +0.3%
SG
736
StoneX Group
New York
$599K +$86.2K +3,291 +17%
TC
737
TAP Consulting
Missouri
$597K -$288K -10,986 -33%
FFC
738
First Financial Corp
Indiana
$597K -$26.1K -996 -4%
JG
739
Jefferies Group
New York
$595K – – –
WCM
740
Windham Capital Management
Massachusetts
$592K – – –
WKWM
741
Walter & Keenan Wealth Management
Indiana
$586K – – –
BDFN
742
Bond & Devick Financial Network
Minnesota
$586K +$141K +5,397 +32%
SAM
743
SignalPoint Asset Management
Missouri
$583K +$14.5K +552 +3%
CCA
744
Cobblestone Capital Advisors
New York
$578K -$66.9K -2,556 -10%
SB
745
Sunflower Bank
Texas
$577K -$273K -10,443 -32%
TPWA
746
TRUE Private Wealth Advisors
Oregon
$576K -$50K -1,911 -8%
SIC
747
Sigma Investment Counselors
Michigan
$576K -$23K -879 -4%
EWM
748
EPG Wealth Management
Georgia
$566K +$54K +2,064 +11%
BWIA
749
Bryant Woods Investment Advisors
New York
$565K – – –
DWT
750
Dorsey & Whitney Trust
South Dakota
$564K -$1.49K -57 -0.3%
28 29
30
31 32