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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
726
TRUE Private Wealth Advisors
Oregon
$1.94M +$1.05M +40,635 +128%
MSS
727
Mitchell Sinkler & Starr
Pennsylvania
$1.94M -$2.11M -81,603 -53%
LCM
728
Liberty Capital Management
Michigan
$1.92M +$88.4K +3,420 +5%
SAG
729
SageView Advisory Group
California
$1.9M +$2.15M +83,412 +504%
GIA
730
GHP Investment Advisors
Colorado
$1.9M +$22.2K +858 +1%
IAG
731
Investment Advisory Group
Massachusetts
$1.9M -$49.8K -1,926 -3%
PA
732
Planning Alternatives
Michigan
$1.89M -$15.2K -588 -0.8%
M
733
MYeCFO
California
$1.89M -$45.1K -1,746 -2%
IGWM
734
ICA Group Wealth Management
Colorado
$1.89M +$49.7K +1,923 +3%
TIA
735
Traphagen Investment Advisors
New Jersey
$1.89M -$10.2M -395,868 -85%
SWM
736
Silverlake Wealth Management
Vermont
$1.88M -$125K -4,821 -6%
MPCA
737
Madison Park Capital Advisors
Washington
$1.86M +$94.4K +3,654 +6%
WB
738
West Bancorporation
Iowa
$1.84M -$153K -5,937 -8%
DTC
739
Davidson Trust Company
Washington
$1.84M -$49.9K -1,932 -3%
EWM
740
Empirical Wealth Management
Washington
$1.84M +$119K +4,617 +7%
WOC
741
West Oak Capital
California
$1.83M +$52.3K +2,025 +3%
NGA
742
Naples Global Advisors
Florida
$1.82M -$13.7K -531 -0.8%
GWM
743
Geneos Wealth Management
Colorado
$1.82M -$753K -29,142 -30%
AWS
744
Aspen Wealth Strategies
Colorado
$1.79M -$1.16M -45,078 -40%
CCB
745
Cutter & Co Brokerage
Missouri
$1.79M +$87.1K +3,372 +5%
IF
746
IRON Financial
Illinois
$1.79M +$36.7K +1,422 +2%
MWP
747
Meridian Wealth Partners
Pennsylvania
$1.78M +$543 +21 +0%
EFS
748
Essex Financial Services
Connecticut
$1.78M -$51.9K -2,007 -3%
NCTC
749
New Covenant Trust Company
Indiana
$1.77M +$1.7M +65,826 New
PFA
750
Petra Financial Advisors
Colorado
$1.75M +$620 +24 +0%
28 29
30
31 32