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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
901
Collaborative Wealth Management
Florida
$648K +$123K +5,130 +24%
CSA
902
Cottage Street Advisors
Massachusetts
$647K +$7.17K +300 +1%
FPGT
903
Financial Partners Group (Tennessee)
Tennessee
$645K -$95.5K -3,996 -13%
TCWA
904
Ten Capital Wealth Advisors
Washington
$644K -$95.6K -4,002 -13%
MA
905
Mezzasalma Advisors
New Jersey
$635K +$10.4K +435 +2%
ACM
906
Advance Capital Management
Michigan
$632K -$81.6K -3,414 -12%
CCP
907
Clarkston Capital Partners
Michigan
$631K +$358 +15 +0.1%
VCAM
908
Van Cleef Asset Management
Ohio
$631K -$116K -4,839 -16%
MC
909
Moors & Cabot
Massachusetts
$625K +$41.6K +1,743 +7%
PI
910
PFG Investments
New York
$622K +$57.4K +2,403 +10%
FFA
911
Founders Financial Alliance
North Carolina
$620K +$1.72K +72 +0.3%
WSTAM
912
Wilbanks Smith & Thomas Asset Management
Virginia
$619K +$75.5K +3,159 +14%
HIS
913
Horizon Investment Services
Indiana
$618K -$1.86K -78 -0.3%
LAIC
914
Lederer & Associates Investment Counsel
California
$616K – – –
RRWA
915
Rainey & Randall Wealth Advisors
Florida
$614K +$7.74K +324 +1%
AAS
916
Annex Advisory Services
Wisconsin
$612K +$249K +10,431 +70%
JIC
917
Joel Isaacson & Co
New York
$611K +$54.6K +2,286 +10%
CWM
918
Cornerstone Wealth Management
Missouri
$610K +$379K +15,855 +169%
KFI
919
Key Financial Inc
Pennsylvania
$608K +$12K +504 +2%
KCM
920
Kanawha Capital Management
Virginia
$605K -$71.7K -3,000 -11%
SF
921
Synovus Financial
Georgia
$603K +$241K +10,074 +68%
DWT
922
Dorsey & Whitney Trust
South Dakota
$603K +$195K +8,175 +49%
BAG
923
Bridgewealth Advisory Group
California
$601K +$135K +5,631 +29%
SWM
924
Stockman Wealth Management
Montana
$601K -$12.4K -519 -2%
SAM
925
SignalPoint Asset Management
Missouri
$600K +$13K +546 +2%
35 36
37
38 39