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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
801
GHP Investment Advisors
Colorado
$1.95M +$82.7K +2,908 +4%
VFA
802
Valeo Financial Advisors
Indiana
$1.94M +$986K +34,687 +96%
BWMG
803
Barnes Wealth Management Group
California
$1.93M +$2.01M +70,792 New
MC
804
Miramar Capital
Illinois
$1.92M +$1.22M +42,825 +155%
CPA
805
Cathy Pareto & Associates
Florida
$1.92M +$2M +70,266 New
IAP
806
Indie Asset Partners
Indiana
$1.92M +$17.5K +615 +0.9%
DTC
807
Davidson Trust Company
Washington
$1.91M +$77.1K +2,711 +4%
WOC
808
West Oak Capital
California
$1.9M -$32.4K -1,140 -2%
EWM
809
Empirical Wealth Management
Washington
$1.9M +$109K +3,836 +6%
KWA
810
Kingswood Wealth Advisors
California
$1.87M -$6.3M -221,704 -76%
JCM
811
Janney Capital Management
Pennsylvania
$1.86M -$91K -3,200 -4%
NGA
812
Naples Global Advisors
Florida
$1.86M -$27.5K -967 -1%
O3W
813
Omni 360 Wealth
New Jersey
$1.85M +$16.5K +581 +0.9%
BWP
814
BlueStem Wealth Partners
Minnesota
$1.85M +$1.93M +67,774 New
HC
815
Hurley Capital
New York
$1.85M +$1.92M +67,408 New
VCM
816
Vivaldi Capital Management
Illinois
$1.84M +$388K +13,635 +27%
TF
817
Trek Financial
Arizona
$1.84M -$601K -21,137 -24%
LF
818
LifeSteps Financial
California
$1.84M +$110K +3,881 +6%
GK
819
Graney & King
New York
$1.84M +$1.92M +67,364 New
RMAM
820
Raab & Moskowitz Asset Management
New Jersey
$1.83M -$72K -2,531 -4%
SF
821
Safeguard Financial
Wisconsin
$1.82M +$233K +8,205 +14%
CRI
822
Commonwealth Retirement Investments
Virginia
$1.82M -$229K -8,053 -11%
PA
823
Planning Alternatives
Michigan
$1.82M -$53K -1,863 -3%
CCB
824
Cutter & Co Brokerage
Missouri
$1.81M +$23.1K +811 +1%
GAA
825
Guardian Asset Advisors
Pennsylvania
$1.81M +$601K +21,144 +47%
31 32
33
34 35