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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
826
Chapman Financial Group
Hawaii
$1.73M +$337K +12,339 +24%
AFA
827
AllGen Financial Advisors
Florida
$1.73M -$1.8M -65,921 -51%
APIM
828
Agate Pass Investment Management
Washington
$1.73M -$284K -10,412 -14%
CFP
829
Comprehensive Financial Planning
Pennsylvania
$1.71M +$9.33K +342 +0.5%
PA
830
Planning Alternatives
Michigan
$1.71M -$16.4K -601 -1%
SIC
831
Salem Investment Counselors
North Carolina
$1.7M -$197K -7,214 -10%
BIS
832
BG Investment Services
Guam
$1.69M +$767K +28,109 +83%
CFD
833
Creative Financial Designs
Indiana
$1.69M -$594K -21,765 -26%
IAA
834
Independent Advisor Alliance
North Carolina
$1.69M +$66.6K +2,440 +4%
EAM
835
Evanson Asset Management
California
$1.69M +$27.8K +1,020 +2%
EFG
836
Embree Financial Group
Illinois
$1.68M -$121K -4,430 -7%
PEA
837
Park Edge Advisors
Ohio
$1.67M +$122K +4,454 +8%
MCM
838
Maple Capital Management
Vermont
$1.67M -$130K -4,771 -7%
CIA
839
Covington Investment Advisors
Pennsylvania
$1.66M +$1.12M +40,954 +206%
TAM
840
Townsend Asset Management
North Carolina
$1.66M -$67.4K -2,471 -4%
IAIM
841
International Assets Investment Management
Florida
$1.65M -$27.3K -1,000 -2%
WP
842
WealthShield Partners
North Carolina
$1.64M +$5.46K +200 +0.3%
HIP
843
HUB Investment Partners
Texas
$1.63M -$106K -3,902 -6%
O3W
844
Omni 360 Wealth
New Jersey
$1.62M -$114K -4,161 -7%
SMWM
845
Silvia McColl Wealth Management
California
$1.61M -$2.3M -84,474 -59%
ADL
846
Asset Dedication LLC
California
$1.6M -$131K -4,785 -8%
MA
847
Modus Advisors
Minnesota
$1.59M -$2.48K -91 -0.2%
SWP
848
Sagespring Wealth Partners
Tennessee
$1.58M -$158K -5,780 -9%
PA
849
Probity Advisors
Texas
$1.57M +$715K +26,200 +84%
FWM
850
Focused Wealth Management
New York
$1.56M +$280K +10,274 +22%
32 33
34
35 36