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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
T
1201
TRUADVICE
Florida
– -$438K -17,304 Closed
ALWM
1202
Andrews Lucia Wealth Management
California
– -$432K -16,029 Closed
YIH
1203
Y-Intercept (HK)
Hong Kong
– -$400K -15,213 Closed
LNWTC
1204
Laird Norton Wetherby Trust Company
Washington
– -$384K -14,610 Closed
BIM
1205
Bullseye Investment Management
Ohio
– -$381K -14,472 Closed
WCA
1206
Westover Capital Advisors
Delaware
– -$366K -13,923 Closed
GGI
1207
Godsey & Gibb Inc
Virginia
– -$362K -13,767 Closed
LFG
1208
Lockerman Financial Group
California
– -$346K -13,197 Closed
EP
1209
Eudaimonia Partners
Tennessee
– -$339K -12,897 Closed
AWM
1210
Aries Wealth Management
Maine
– -$316K -12,018 Closed
FPCG
1211
Fort Pitt Capital Group
Pennsylvania
– -$308K -11,700 Closed
JWM
1212
JFG Wealth Management
Colorado
– -$308K -11,700 Closed
PFPT
1213
Pinnacle Financial Partners (Tennessee)
Tennessee
– -$306K -11,655 Closed
JSW
1214
Journey Strategic Wealth
New Jersey
– -$292K -11,100 Closed
CWM
1215
Congress Wealth Management
Massachusetts
– -$289K -10,962 Closed
CWM
1216
Centric Wealth Management
Illinois
– -$286K -10,875 Closed
AWG
1217
Altus Wealth Group
Colorado
– -$253K -9,603 Closed
FSA
1218
Financial Sense Advisors
California
– -$227K -8,637 Closed
FC
1219
Financial Consulate
Maryland
– -$225K -8,553 Closed
DLCIG
1220
D.L. Carlson Investment Group
New Hampshire
– -$225K -8,541 Closed
TCM
1221
Traynor Capital Management
Pennsylvania
– -$223K -8,511 Closed
DWM
1222
Dakota Wealth Management
Florida
– -$222K -8,427 Closed
GAG
1223
GM Advisory Group
New York
– -$220K -8,370 Closed
KA
1224
Klingman & Associates
New York
– -$218K -8,292 Closed
WDC
1225
Woodward Diversified Capital
California
– -$218K -8,289 Closed
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