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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
MCCP
1176
Mission Creek Capital Partners
California
$604K – – –
FW
1177
Fairway Wealth
Ohio
$600K +$624K +21,957 New
AA
1178
AlphaQ Advisors
Florida
$598K +$2.16K +76 +0.3%
TSS
1179
Two Sigma Securities
New York
$597K +$621K +21,851 New
BWA
1180
Bordeaux Wealth Advisors
California
$597K -$28 -1 -0%
TC
1181
TFR Capital
Texas
$595K +$619K +21,773 New
GT
1182
Glenmede Trust
Pennsylvania
$594K +$142K +4,980 +30%
FSC
1183
Full Sail Capital
Oklahoma
$591K -$33.9K -1,193 -5%
AF
1184
Aldebaran Financial
$586K +$612K +21,524 New
MC
1185
Moors & Cabot
Massachusetts
$586K +$35.1K +1,233 +6%
BFC
1186
Bedel Financial Consulting
Indiana
$584K -$4.15K -146 -0.7%
IPAM
1187
Investment Partners Asset Management
New Jersey
$583K -$88.9K -3,126 -13%
BWL
1188
Bogart Wealth LLC
Virginia
$582K +$262K +9,220 +76%
PGF
1189
Plan Group Financial
Oklahoma
$581K -$10.6K -373 -2%
OFS
1190
OMC Financial Services
New York
$581K +$22K +774 +4%
PS
1191
Planned Solutions
California
$580K +$49.4K +1,739 +9%
T
1192
Tidemark
California
$579K +$6.91K +243 +1%
CP
1193
Capital Planning
Washington
$579K -$190K -6,674 -24%
NFC
1194
Northstar Financial Companies
Pennsylvania
$577K +$600K +21,120 New
IAG
1195
Investmark Advisory Group
Connecticut
$576K +$1.59K +56 +0.3%
DFG
1196
Delta Financial Group
New Jersey
$574K +$597K +21,001 New
HIM
1197
Harbour Investment Management
Washington
$572K +$596K +20,955 New
DWM
1198
Destination Wealth Management
California
$571K +$181K +6,352 +44%
CAWM
1199
Capital Advisors Wealth Management
Washington
$571K +$92.4K +3,252 +18%
BAAM
1200
Baker Avenue Asset Management
California
$570K -$16K -564 -3%
46 47
48
49 50