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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
DT
751
Diversified Trust
Tennessee
$1.04M +$455K +18,447 +81%
FPAS
752
Focus Partners Advisor Solutions
Missouri
$1.03M +$492K +19,944 +95%
BFA
753
Beaumont Financial Advisors
Massachusetts
$1.03M -$160K -6,498 -14%
KC
754
Kingfisher Capital
North Carolina
$1.03M +$2.96K +120 +0.3%
OL
755
Owen LaRue
Kentucky
$1.03M +$998K +40,440 New
KCPG
756
Kavar Capital Partners Group
Kansas
$1.02M +$30K +1,215 +3%
SAM
757
SP Asset Management
California
$1.02M +$999K +40,473 New
CAM
758
Concorde Asset Management
Michigan
$1.02M -$192K -7,764 -16%
KIC
759
Keating Investment Counselors
Florida
$1.01M +$39.8K +1,614 +4%
CS
760
Capital Square
Tennessee
$1.01M +$11.1K +450 +1%
MCP
761
Martin Capital Partners
Oregon
$1.01M +$62.1K +2,514 +7%
AWM
762
Adams Wealth Management
Utah
$1M +$87.5K +3,543 +10%
JFG
763
JMG Financial Group
Illinois
$1M +$37.6K +1,524 +4%
SHA
764
Seneca House Advisors
Virginia
$993K -$231K -9,363 -19%
EFS
765
Econ Financial Services
Pennsylvania
$988K -$45.3K -1,836 -4%
RWM
766
RKL Wealth Management
Pennsylvania
$985K -$78.4K -3,177 -8%
PL
767
Plancorp LLC
Missouri
$980K -$30.1K -1,221 -3%
FWP
768
FAS Wealth Partners
Kansas
$980K +$60.3K +2,445 +7%
TSWM
769
Tyler-Stone Wealth Management
Ohio
$979K +$21K +852 +2%
GFP
770
Guardian Financial Partners
California
$975K +$956K +38,718 New
MCWS
771
McKinley Carter Wealth Services
West Virginia
$974K +$471K +19,062 +97%
VNB
772
Virginia National Bank
Virginia
$967K +$948K +38,406 New
GIA
773
Gladstone Institutional Advisory
Florida
$964K +$52.1K +2,109 +6%
KTC
774
Kistler-Tiffany Companies
Pennsylvania
$964K -$631K -25,575 -40%
MCP
775
Mirador Capital Partners
California
$961K +$46.4K +1,881 +5%
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