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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
801
IRON Financial
Illinois
$1.96M +$69K +2,428 +3%
AWS
802
Aspen Wealth Strategies
Colorado
$1.95M +$230K +8,082 +13%
IC
803
IEQ Capital
California
$1.95M +$886K +31,181 +78%
GIA
804
GHP Investment Advisors
Colorado
$1.95M +$82.7K +2,908 +4%
VFA
805
Valeo Financial Advisors
Indiana
$1.94M +$986K +34,687 +96%
BWMG
806
Barnes Wealth Management Group
California
$1.93M +$2.01M +70,792 New
MC
807
Miramar Capital
Illinois
$1.92M +$1.22M +42,825 +155%
CPA
808
Cathy Pareto & Associates
Florida
$1.92M +$2M +70,266 New
IAP
809
Indie Asset Partners
Indiana
$1.92M +$17.5K +615 +0.9%
DTC
810
Davidson Trust Company
Washington
$1.91M +$77.1K +2,711 +4%
EWM
811
Empirical Wealth Management
Washington
$1.9M +$109K +3,836 +6%
KWA
812
Kingswood Wealth Advisors
California
$1.87M -$6.3M -221,704 -76%
JCM
813
Janney Capital Management
Pennsylvania
$1.86M -$91K -3,200 -4%
NGA
814
Naples Global Advisors
Florida
$1.86M -$27.5K -967 -1%
O3W
815
Omni 360 Wealth
New Jersey
$1.85M +$16.5K +581 +0.9%
BWP
816
BlueStem Wealth Partners
Minnesota
$1.85M +$1.93M +67,774 New
HC
817
Hurley Capital
New York
$1.85M +$1.92M +67,408 New
VCM
818
Vivaldi Capital Management
Illinois
$1.84M +$388K +13,635 +27%
TF
819
Trek Financial
Arizona
$1.84M -$601K -21,137 -24%
LF
820
LifeSteps Financial
California
$1.84M +$110K +3,881 +6%
GK
821
Graney & King
New York
$1.84M +$1.92M +67,364 New
RMAM
822
Raab & Moskowitz Asset Management
New Jersey
$1.83M -$72K -2,531 -4%
SF
823
Safeguard Financial
Wisconsin
$1.82M +$233K +8,205 +14%
CRI
824
Commonwealth Retirement Investments
Virginia
$1.82M -$229K -8,053 -11%
PA
825
Planning Alternatives
Michigan
$1.82M -$53K -1,863 -3%
31 32
33
34 35