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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
MCP
1051
Mirador Capital Partners
California
$532K +$180K +7,545 +56%
FFA
1052
Founders Financial Alliance
North Carolina
$529K -$78.4K -3,288 -14%
FC
1053
Forte Capital
New York
$526K +$572 +24 +0.1%
CAG
1054
Compass Advisory Group
New York
$526K -$738K -30,984 -60%
FA
1055
FC Advisory
Pennsylvania
$525K -$6.36K -267 -1%
IPWA
1056
International Private Wealth Advisors
California
$523K +$491K +20,622 New
RCM
1057
Rain Capital Management
Oregon
$516K +$4.65K +195 +1%
FWCM
1058
Ferguson Wellman Capital Management
Oregon
$515K +$152K +6,393 +46%
ALWM
1059
Andrews Lucia Wealth Management
California
$513K +$4.15K +174 +0.9%
BWA
1060
Bordeaux Wealth Advisors
California
$511K +$209K +8,772 +77%
OL
1061
Owen LaRue
Kentucky
$511K -$320K -13,410 -40%
PVI
1062
Pine Valley Investments
New Jersey
$509K +$32.3K +1,356 +7%
HFS
1063
HBC Financial Services
Washington
$505K +$225K +9,447 +90%
CIA
1064
Covington Investment Advisors
Pennsylvania
$504K +$13.7K +576 +3%
MHR
1065
Matthew Hamilton Rosenberg
$503K – – –
LIG
1066
Lokken Investment Group
Delaware
$502K +$131K +5,517 +39%
RRA
1067
Round Rock Advisors
Connecticut
$500K -$844K -35,418 -64%
SWM
1068
Stockman Wealth Management
Montana
$497K -$19K -798 -4%
TP
1069
Tranquility Partners
Tennessee
$495K -$116K -4,854 -20%
OPWM
1070
Oxinas Partners Wealth Management
Indiana
$495K +$27K +1,131 +6%
SL
1071
Stevard LLC
Illinois
$487K – – –
SL
1072
Salomon & Ludwin
Virginia
$486K – – –
NSAM
1073
North Star Asset Management
Wisconsin
$486K -$83.3K -3,495 -15%
IWP
1074
Insight Wealth Partners
Texas
$486K +$115K +4,806 +34%
AIP
1075
Almanack Investment Partners
Pennsylvania
$485K +$455K +19,101 New
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