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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
776
WhitTier Trust Company
Nevada
$952K +$94.6K +3,831 +11%
BWP
777
Balboa Wealth Partners
Arizona
$944K +$31.5K +1,275 +4%
RLKPA
778
Robbie L. Kennerson P.A.
Florida
$944K +$925K +37,491 New
CFD
779
Creative Financial Designs
Indiana
$934K +$160K +6,492 +21%
BB
780
Bell Bank
North Dakota
$926K +$908K +36,795 New
AA
781
Ancora Advisors
Ohio
$926K +$144K +5,844 +19%
EHAM
782
Eagle Harbor Asset Management
Washington
$926K -$57.5K -2,331 -6%
CMBA
783
C.M. Bidwell & Associates
Hawaii
$921K +$13.8K +558 +2%
AL
784
Aspiriant LLC
California
$920K -$8.14K -330 -0.9%
MFA
785
Morling Financial Advisors
California
$914K -$6.59K -267 -0.7%
CA
786
Clearstead Advisors
Ohio
$912K +$181K +7,341 +25%
IFWM
787
Institute for Wealth Management
Colorado
$911K +$259K +10,473 +41%
BCWM
788
Bartlett & Co Wealth Management
Ohio
$910K +$889 +36 +0.1%
BC
789
Bartlett & Co
Ohio
$910K +$889 +36 +0.1%
PTC
790
Private Trust Company
Ohio
$906K +$237K +9,585 +36%
BIM
791
Baldwin Investment Management
Pennsylvania
$906K +$1.55K +63 +0.2%
GW
792
GW & Wade
Massachusetts
$895K +$482K +19,548 +122%
TFS
793
TrustCore Financial Services
Tennessee
$887K +$444 +18 +0.1%
BC
794
Barnett & Company
Tennessee
$882K -$1.85K -75 -0.2%
IAS
795
Insigneo Advisory Services
Florida
$860K +$843K +34,158 New
HH
796
Hilltop Holdings
Texas
$857K +$69.8K +2,826 +9%
AIA
797
Avalon Investment & Advisory
Texas
$855K +$297K +12,045 +55%
APW
798
Austin Private Wealth
Texas
$853K +$149K +6,039 +22%
GWM
799
Greenhouse Wealth Management
Connecticut
$845K +$828K +33,540 New
MHS
800
M Holdings Securities
Oregon
$830K +$24.1K +978 +3%
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