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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
B
901
Bailard
California
$650K -$3.15K -132 -0.5%
PA
902
Prossimo Advisors
California
$649K +$641K +26,817 New
CWM
903
Collaborative Wealth Management
Florida
$648K +$123K +5,130 +24%
CSA
904
Cottage Street Advisors
Massachusetts
$647K +$7.17K +300 +1%
FPGT
905
Financial Partners Group (Tennessee)
Tennessee
$645K -$95.5K -3,996 -13%
TCWA
906
Ten Capital Wealth Advisors
Washington
$644K -$95.6K -4,002 -13%
MA
907
Mezzasalma Advisors
New Jersey
$635K +$10.4K +435 +2%
ACM
908
Advance Capital Management
Michigan
$632K -$81.6K -3,414 -12%
CCP
909
Clarkston Capital Partners
Michigan
$631K +$358 +15 +0.1%
VCAM
910
Van Cleef Asset Management
Ohio
$631K -$116K -4,839 -16%
MC
911
Moors & Cabot
Massachusetts
$625K +$41.6K +1,743 +7%
PI
912
PFG Investments
New York
$622K +$57.4K +2,403 +10%
FFA
913
Founders Financial Alliance
North Carolina
$620K +$1.72K +72 +0.3%
WSTAM
914
Wilbanks Smith & Thomas Asset Management
Virginia
$619K +$75.5K +3,159 +14%
HIS
915
Horizon Investment Services
Indiana
$618K -$1.86K -78 -0.3%
LAIC
916
Lederer & Associates Investment Counsel
California
$616K – – –
RRWA
917
Rainey & Randall Wealth Advisors
Florida
$614K +$7.74K +324 +1%
AAS
918
Annex Advisory Services
Wisconsin
$612K +$249K +10,431 +70%
JIC
919
Joel Isaacson & Co
New York
$611K +$54.6K +2,286 +10%
CWM
920
Cornerstone Wealth Management
Missouri
$610K +$379K +15,855 +169%
KFI
921
Key Financial Inc
Pennsylvania
$608K +$12K +504 +2%
KCM
922
Kanawha Capital Management
Virginia
$605K -$71.7K -3,000 -11%
SF
923
Synovus Financial
Georgia
$603K +$241K +10,074 +68%
DWT
924
Dorsey & Whitney Trust
South Dakota
$603K +$195K +8,175 +49%
BAG
925
Bridgewealth Advisory Group
California
$601K +$135K +5,631 +29%
35 36
37
38 39