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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
976
Advance Capital Management
Michigan
$1.05M -$232K -8,902 -18%
GF
977
Gries Financial
Ohio
$1.05M -$26.9K -1,029 -3%
ACA
978
Atlas Capital Advisors
Wyoming
$1.05M -$89.1K -3,412 -8%
CWM
979
Collaborative Wealth Management
Florida
$1.05M +$58.1K +2,224 +6%
SIMG
980
Sonora Investment Management Group
Arizona
$1.04M +$91.8K +3,515 +10%
BTWM
981
Baker Tilly Wealth Management
Wisconsin
$1.04M +$4.1K +157 +0.4%
TCM
982
TD Capital Management
Tennessee
$1.04M +$497K +19,035 +95%
BAWC
983
Boyce & Associates Wealth Consulting
Texas
$1.03M +$70.4K +2,696 +7%
NCM
984
Next Capital Management
New York
$1.03M +$18.7K +717 +2%
MWM
985
Modera Wealth Management
New Jersey
$1.02M +$177K +6,775 +21%
JCFM
986
JBR Co Financial Management
Oklahoma
$1.02M -$302K -11,572 -23%
CA
987
Clune & Associates
Illinois
$1.02M +$45.3K +1,736 +5%
RK
988
Rather & Kittrell
Tennessee
$1.02M – – –
FNBTCON
989
First National Bank & Trust Co of Newtown
Pennsylvania
$1.01M -$12.5K -480 -1%
MPWT
990
MassMutual Private Wealth & Trust
Connecticut
$1.01M +$780K +29,875 +367%
AIP
991
Almanack Investment Partners
Pennsylvania
$999K +$52.2K +2,000 +6%
CCM
992
Colorado Capital Management
Colorado
$995K +$49K +1,875 +5%
HWA
993
Heritage Wealth Architects
Minnesota
$994K +$980K +37,520 New
CNFG
994
Creegan & Nassoura Financial Group
New Hampshire
$993K -$10.2K -390 -1%
CHJWM
995
Carlton Hofferkamp & Jenks Wealth Management
Texas
$985K +$48.1K +1,841 +5%
HTC
996
Haverford Trust Company
Pennsylvania
$982K -$78.5K -3,005 -8%
IIC
997
Ironwood Investment Counsel
Arizona
$981K -$511K -19,558 -35%
HIC
998
Holderness Investments Company
North Carolina
$973K +$406K +15,546 +73%
NCM
999
Narwhal Capital Management
Georgia
$967K +$10.4K +400 +1%
CWA
1000
Clearview Wealth Advisors
Oregon
$966K -$3.45K -132 -0.4%
38 39
40
41 42