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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
1176
Tiller Private Wealth
Pennsylvania
$600K -$118K -4,530 -17%
JFG
1177
Jefferies Financial Group
New York
$600K -$9.4K -360 -2%
PFA
1178
Pure Financial Advisors
California
$595K -$157K -6,022 -21%
BIG
1179
Brookwood Investment Group
Arizona
$591K +$582K +22,301 New
SIC
1180
Sigma Investment Counselors
Michigan
$589K +$43K +1,648 +8%
SL
1181
Salomon & Ludwin
Virginia
$584K -$28.6K -1,095 -5%
OC
1182
Optima Capital
Oregon
$582K -$1.82M -69,721 -76%
MCP
1183
Martin Capital Partners
Oregon
$582K +$574K +21,967 New
FW
1184
Fairway Wealth
Ohio
$582K – – –
PCM
1185
Prelude Capital Management
New York
$579K +$571K +21,854 New
IPAM
1186
Investment Partners Asset Management
New Jersey
$579K +$5.07K +194 +0.9%
AFW
1187
Avantra Family Wealth
Pennsylvania
$579K -$30.1K -1,152 -5%
BKA
1188
Brick & Kyle Associates
Pennsylvania
$578K +$185K +7,077 +50%
GC
1189
Grimes & Company
Massachusetts
$577K +$5.54K +212 +1%
OFS
1190
OMC Financial Services
New York
$574K -$15.7K -601 -3%
CCA
1191
Conservest Capital Advisors
Pennsylvania
$574K +$566K +21,660 New
IF
1192
Ironwood Financial
Arizona
$573K – – –
MCCP
1193
Mission Creek Capital Partners
California
$572K -$8.88K -340 -2%
VV
1194
Verity & Verity
South Carolina
$572K +$8.33K +319 +2%
AF
1195
Aldebaran Financial
$570K – – –
STA
1196
Summit Trail Advisors
New York
$568K +$560K +21,448 New
AWA
1197
Arete Wealth Advisors
Illinois
$568K -$198K -7,569 -26%
FPWM
1198
FSB Premier Wealth Management
Iowa
$565K -$2.82K -108 -0.5%
T
1199
Tidemark
California
$556K – – –
BAG
1200
Bridgewealth Advisory Group
California
$554K -$90.4K -3,463 -14%
46 47
48
49 50