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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
1176
Fiduciary Family Office
Florida
$403K -$46.5K -1,800 -11%
TI
1177
Trexquant Investment
Connecticut
$403K -$395K -15,300 -51%
LEFP
1178
Leading Edge Financial Planning
Tennessee
$402K -$215K -8,313 -36%
AIMC
1179
Alley Investment Management Company
Illinois
$402K -$310 -12 -0.1%
FP
1180
Financial Perspectives
Minnesota
$401K +$34K +1,317 +10%
RFN
1181
Redwood Financial Network
Ohio
$397K -$184K -7,131 -33%
CWM
1182
Castle Wealth Management
Florida
$394K – – –
CA
1183
Carson Advisory
Georgia
$392K -$24.4K -945 -6%
GWA
1184
GGM Wealth Advisors
Maryland
$388K +$378K +14,643 New
RWB
1185
RMR Wealth Builders
New Jersey
$388K +$21.7K +840 +6%
MHR
1186
Matthew Hamilton Rosenberg
$388K -$138K -5,331 -27%
HPC
1187
HM Payson & Co
Maine
$386K -$8.06K -312 -2%
ESB
1188
Essex Savings Bank
Connecticut
$386K – – –
GIM
1189
Guild Investment Management
California
$385K +$370K +14,340 New
FAIM
1190
Financial Advocates Investment Management
Washington
$384K +$48.1K +1,860 +15%
CAM
1191
Carret Asset Management
New York
$384K +$66.3K +2,565 +22%
EIP
1192
Ellis Investment Partners
Pennsylvania
$382K -$121K -4,674 -25%
PS
1193
Planned Solutions
California
$381K +$15.1K +585 +4%
AA
1194
AlphaMark Advisors
Kentucky
$380K +$26.5K +1,026 +8%
BI
1195
Ballast Inc
Kentucky
$379K – – –
LFA
1196
LGT Financial Advisors
Texas
$378K -$98.2K -3,801 -21%
OFG
1197
Omega Financial Group
California
$378K +$2.71K +105 +0.8%
LAS
1198
Legacy Advisory Services
Pennsylvania
$377K -$37.1K -1,437 -9%
SLA
1199
Silver Lake Advisory
Utah
$375K +$360K +13,950 New
GAM
1200
Grandview Asset Management
Pennsylvania
$374K -$10.8K -420 -3%
46 47
48
49 50