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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
901
Bay Colony Advisors
Massachusetts
$1.89M +$75.3K +2,373 +4%
PWP
902
Precedent Wealth Partners
Texas
$1.88M +$329K +10,356 +21%
VHAM
903
Van Hulzen Asset Management
California
$1.86M +$846K +26,660 +83%
WEG
904
World Equity Group
Illinois
$1.86M -$32.4K -1,020 -2%
TRCT
905
Tower Research Capital (TRC)
New York
$1.85M +$1.85M +58,200 +80,833%
CAG
906
Carroll Advisory Group
Texas
$1.85M +$177K +5,585 +11%
BDFN
907
Bond & Devick Financial Network
Minnesota
$1.85M +$21.3K +670 +1%
GCA
908
Genesee Capital Advisors
New York
$1.85M -$2.55M -80,512 -58%
CPA
909
Cathy Pareto & Associates
Florida
$1.84M -$171K -5,398 -8%
APIM
910
Agate Pass Investment Management
Washington
$1.84M -$74.3K -2,341 -4%
ES
911
ETF Store
Kansas
$1.84M +$187K +5,882 +11%
WMA
912
West Michigan Advisors
Michigan
$1.83M +$107K +3,370 +6%
BFPW
913
BOK Financial Private Wealth
Colorado
$1.83M -$111K -3,496 -6%
MA
914
Modus Advisors
Minnesota
$1.83M +$32 +1 +0%
NFG
915
Nations Financial Group
Iowa
$1.83M -$11.4M -357,931 -86%
TAM
916
Townsend Asset Management
North Carolina
$1.81M -$1.01K -32 -0.1%
PA
917
Probity Advisors
Texas
$1.81M -$94.4K -2,976 -5%
WIA
918
Westview Investment Advisors
Vermont
$1.81M +$17.6K +556 +1%
NCM
919
Next Capital Management
New York
$1.81M +$508K +16,012 +39%
PFS
920
Prospect Financial Services
New York
$1.81M +$372K +11,716 +26%
OCPWS
921
One Charles Private Wealth Services
Massachusetts
$1.8M – – –
EA
922
Enclave Advisors
Texas
$1.8M -$4.62M -145,476 -72%
CWM
923
Cornerstone Wealth Management
Missouri
$1.8M +$419K +13,201 +30%
FGC
924
First Growth Capital
Maryland
$1.8M – – –
CSA
925
Cottage Street Advisors
Massachusetts
$1.8M -$30.7K -967 -2%
35 36
37
38 39