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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
1051
1834 Investment Advisors
Wisconsin
$349K +$344K +14,406 New
IWP
1052
Insight Wealth Partners
Texas
$347K – – –
IP
1053
Ignite Planners
California
$347K -$7.31K -306 -2%
WFA
1054
West Financial Advisors
Iowa
$346K – – –
UIA
1055
Ulland Investment Advisors
Minnesota
$343K +$14.3K +600 +4%
GHA
1056
GW Henssler & Associates
Georgia
$343K -$4.87K -204 -1%
BI
1057
Ballast Inc
Kentucky
$341K – – –
GL
1058
Graypoint LLC
New York
$339K +$2.79K +117 +0.8%
SIA
1059
Sage Investment Advisers
New York
$339K +$335K +14,016 New
FIS
1060
Fischer Investment Strategies
California
$337K +$333K +13,932 New
SLA
1061
Silver Lake Advisory
Utah
$337K -$49.7K -2,082 -13%
FWCM
1062
Ferguson Wellman Capital Management
Oregon
$336K -$71.7K -3,000 -18%
MWM
1063
Merriman Wealth Management
Washington
$334K +$22.4K +939 +7%
RP
1064
Rice Partnership
Hawaii
$334K +$25.2K +1,053 +8%
AIM
1065
Acropolis Investment Management
Missouri
$332K -$5.02K -210 -2%
CB
1066
CNB Bank
Pennsylvania
$330K -$115K -4,833 -26%
SWA
1067
Sutton Wealth Advisors
Florida
$328K +$717 +30 +0.2%
AC
1068
AlphaCore Capital
California
$326K -$120K -5,016 -27%
GAM
1069
Gemmer Asset Management
California
$325K -$126K -5,289 -28%
FM
1070
Foster & Motley
Ohio
$325K +$51K +2,133 +19%
CAWM
1071
Capital Advisors Wealth Management
Washington
$322K +$3.73K +156 +1%
CAL
1072
Capital Advisors Ltd
Ohio
$322K +$573 +24 +0.2%
SNBOSD
1073
Security National Bank of So Dak
Iowa
$322K +$317K +13,287 New
TDC
1074
Thompson Davis & Co
Virginia
$322K -$430 -18 -0.1%
VV
1075
Verity & Verity
South Carolina
$322K +$317K +13,284 New
41 42
43
44 45