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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
926
Walden Wealth Partners
Ohio
$817K – – –
NAS
927
NWF Advisory Services
California
$816K +$547 +21 +0.1%
AWA
928
Arete Wealth Advisors
Illinois
$815K +$23.7K +912 +3%
MWM
929
Modera Wealth Management
New Jersey
$807K – – –
CWM
930
Cornerstone Wealth Management
Missouri
$806K -$11.9K -459 -1%
SHGA
931
Sand Hill Global Advisors
California
$806K +$809K +31,086 New
ACM
932
Avalon Capital Management
California
$805K – – –
SPA
933
Sentinel Pension Advisors
Massachusetts
$805K -$3.18M -122,217 -80%
ES
934
ETF Store
Kansas
$798K -$97.1K -3,732 -11%
HP
935
Holistic Planning
Texas
$796K – – –
CFP
936
Cascade Financial Partners
California
$794K – – –
DFG
937
Demars Financial Group
Washington
$792K +$625 +24 +0.1%
VFA
938
Valeo Financial Advisors
Indiana
$790K +$16.6K +636 +2%
C
939
Certuity
Florida
$789K -$24.3K -933 -3%
SA
940
Sunesis Advisors
Kansas
$788K – – –
WA
941
Wealth Alliance
New York
$788K +$5.86K +225 +0.7%
WOSD
942
WFA of San Diego
California
$786K +$789K +30,321 New
ACM
943
Advance Capital Management
Michigan
$786K -$56.2K -2,160 -7%
CBC
944
Coombe, Bender & Co
New York
$782K -$5.31K -204 -0.7%
RWM
945
Rench Wealth Management
Texas
$782K -$28.7K -1,101 -4%
SAM
946
SignalPoint Asset Management
Missouri
$782K +$16.9K +648 +2%
HT
947
Heritage Trust
Oklahoma
$778K – – –
BCM
948
Brasada Capital Management
Texas
$776K – – –
AFO
949
Allie Family Office
Florida
$776K +$2.97K +114 +0.4%
OPWM
950
Oxinas Partners Wealth Management
Indiana
$773K +$354K +13,587 +84%
36 37
38
39 40