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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BIG
1101
Builder Investment Group
Georgia
$711K +$938 +33 +0.1%
LWM
1102
Lyell Wealth Management
California
$711K -$71.2K -2,503 -9%
FNBT
1103
FineMark National Bank & Trust
Florida
$711K -$11.9K -420 -2%
CD
1104
Chapin Davis
Maryland
$710K -$477K -16,794 -67%
RIL
1105
Rothschild Investment LLC
Illinois
$707K +$16.7K +589 +2%
NC
1106
Napatree Capital
Rhode Island
$705K +$3.44K +121 +0.5%
TPW
1107
Transatlantique Private Wealth
New York
$704K +$18.7K +658 +3%
CMAI
1108
Capital Management Associates Inc
Minnesota
$704K +$5.23K +184 +0.7%
LF
1109
LifePlan Financial
Minnesota
$702K -$36.5K -1,284 -5%
WC
1110
Wolfstich Capital
Massachusetts
$702K +$730K +25,692 New
SPL
1111
Smart Portfolios LLC
Washington
$702K -$8.9K -313 -1%
LBC
1112
Lowe Brockenbrough & Co
Virginia
$698K -$41.2K -1,449 -5%
QFA
1113
Quantum Financial Advisors
California
$696K +$724K +25,482 New
LAIC
1114
Lederer & Associates Investment Counsel
California
$695K – – –
MCA
1115
Maryland Capital Advisors
Maryland
$695K +$723K +25,436 New
GBWM
1116
Granite Bay Wealth Management
New Hampshire
$694K +$722K +25,390 New
BCG
1117
Breakwater Capital Group
New Jersey
$694K +$26.4K +927 +4%
NSAM
1118
North Star Asset Management
Wisconsin
$691K +$19.8K +696 +3%
SHJ
1119
Sharkey, Howes & Javer
Colorado
$690K +$18.4K +649 +3%
SPA
1120
Sentinel Pension Advisors
Massachusetts
$689K +$18K +634 +3%
AIM
1121
Advyzon Investment Management
Illinois
$688K +$716K +25,186 New
JFGIW
1122
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$687K -$26.4K -930 -4%
FLPIM
1123
F.L. Putnam Investment Management
Massachusetts
$686K +$26.8K +942 +4%
KFI
1124
Key Financial Inc
Pennsylvania
$684K – – –
CC
1125
Cypress Capital
Tennessee
$683K -$3.57M -125,464 -83%
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