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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
951
Adams Wealth Management
Utah
$882K -$40.4K -1,482 -5%
CI
952
CacheTech Inc
Utah
$882K -$40.4K -1,482 -5%
DOA
953
D'Orazio & Associates
Virginia
$881K -$58.3K -2,139 -6%
BC
954
Barnett & Company
Tennessee
$876K -$32.1K -1,179 -4%
LIA
955
LS Investment Advisors
Michigan
$876K +$847K +31,080 New
CWM
956
Cornerstone Wealth Management
Missouri
$875K -$981 -36 -0.1%
ACM
957
Avalon Capital Management
California
$875K – – –
IA
958
IFG Advisory
Georgia
$874K -$18.1K -663 -2%
9WM
959
9258 Wealth Management
Ohio
$870K +$96.1K +3,528 +13%
DP
960
DDD Partners
Washington
$870K +$429K +15,762 +104%
WA
961
Wealth Alliance
New York
$867K +$10.8K +396 +1%
PP
962
Patten & Patten
Tennessee
$867K +$79.3K +2,910 +10%
NAS
963
NWF Advisory Services
California
$865K -$21.4K -786 -2%
DFG
964
Demars Financial Group
Washington
$861K – – –
BPWM
965
Badgley Phelps Wealth Managers
Washington
$860K +$309K +11,343 +59%
BCMLT
966
Beacon Capital Management LLC (Tennessee)
Tennessee
$859K -$57.9K -2,127 -7%
SA
967
Sunesis Advisors
Kansas
$857K +$245 +9 +0%
IFWM
968
Institute for Wealth Management
Colorado
$855K -$52.2K -1,917 -6%
SFG
969
Sage Financial Group
Pennsylvania
$853K -$51K -1,872 -6%
FTDI
970
First Trust Direct Indexing
Massachusetts
$851K +$143K +5,235 +21%
SAM
971
SignalPoint Asset Management
Missouri
$849K +$2.13K +78 +0.3%
WOSD
972
WFA of San Diego
California
$848K -$5.72K -210 -0.7%
SA
973
Strategic Advocates
Utah
$846K -$612K -22,482 -43%
BAM
974
Bellevue Asset Management
Washington
$845K +$10.1K +369 +1%
SHGA
975
Sand Hill Global Advisors
California
$843K -$32.3K -1,185 -4%
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