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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BAAM
976
Baker Avenue Asset Management
California
$676K -$2.23M -93,438 -78%
MCWS
977
McKinley Carter Wealth Services
West Virginia
$674K -$122K -5,100 -16%
RRWA
978
Rainey & Randall Wealth Advisors
Florida
$674K +$21K +882 +3%
B
979
Bailard
California
$669K – – –
DWT
980
Dorsey & Whitney Trust
South Dakota
$668K -$643 -27 -0.1%
FCM
981
Firestone Capital Management
Florida
$665K +$74.8K +3,138 +14%
SP
982
Stonebrook Private
Michigan
$662K +$622K +26,094 New
SHA
983
Seneca House Advisors
Virginia
$657K +$14.7K +618 +2%
MA
984
Mezzasalma Advisors
New Jersey
$656K +$4.5K +189 +0.7%
BAWC
985
Boyce & Associates Wealth Consulting
Texas
$656K +$99.4K +4,173 +19%
AP
986
Appleton Partners
Massachusetts
$654K -$51.6K -2,166 -8%
LF
987
LifePlan Financial
Minnesota
$651K +$611K +25,650 New
SC
988
Soundwatch Capital
Connecticut
$648K +$387K +16,245 +175%
GWSG
989
GPS Wealth Strategies Group
Colorado
$647K -$182K -7,638 -23%
LAIC
990
Lederer & Associates Investment Counsel
California
$646K – – –
FA
991
FSA Advisors
Michigan
$646K +$607K +25,455 New
HIS
992
Horizon Investment Services
Indiana
$646K -$17.6K -738 -3%
ODIJL
993
One Day In July LLC
Vermont
$644K +$333K +13,971 +123%
ES
994
ETF Store
Kansas
$644K +$129K +5,421 +27%
VCAM
995
Van Cleef Asset Management
Ohio
$640K +$12.3K +516 +2%
CMAI
996
Capital Management Associates Inc
Minnesota
$640K +$601K +25,233 New
WSTAM
997
Wilbanks Smith & Thomas Asset Management
Virginia
$640K -$11.7K -492 -2%
KFI
998
Key Financial Inc
Pennsylvania
$635K +$2.07K +87 +0.3%
NS
999
NBC Securities
Alabama
$633K -$500 -21 -0.1%
FPWM
1000
FSB Premier Wealth Management
Iowa
$632K +$13K +546 +2%
38 39
40
41 42