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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
VAG
1201
VisionPoint Advisory Group
Texas
$789K +$7.77K +256 +1%
KFAS
1202
Keating Financial Advisory Services
Kansas
$788K +$86.3K +2,845 +12%
SP
1203
Stonebrook Private
Michigan
$787K -$59.5K -1,963 -7%
FA
1204
FF Advisors
California
$786K +$443K +14,606 +140%
AA
1205
Argent Advisors
Louisiana
$785K +$59.2K +1,950 +8%
MCM
1206
MidAtlantic Capital Management
Virginia
$784K -$350K -11,549 -31%
CWRP
1207
Cassady Wealth & Retirement Planning
Nevada
$784K -$46.1K -1,521 -6%
MHS
1208
M Holdings Securities
Oregon
$781K -$227K -7,487 -23%
BF
1209
Bonfire Financial
Colorado
$780K +$1.43K +47 +0.2%
BCG
1210
Breakwater Capital Group
New Jersey
$778K +$93.3K +3,076 +14%
SPL
1211
Smart Portfolios LLC
Washington
$778K – – –
FWA
1212
FSM Wealth Advisors
Ohio
$777K +$212 +7 +0%
GBFG
1213
Gerald Baker Financial Group
Texas
$777K +$768K +25,313 New
PJSIMP
1214
P.J. Schmidt Investment Management (PJS)
Wisconsin
$775K -$17.8K -588 -2%
ACA
1215
American Capital Advisory
Idaho
$771K – – –
RM
1216
RCW Management
Florida
$770K -$46.9K -1,546 -6%
EWA
1217
Etesian Wealth Advisors
Oregon
$765K +$258K +8,503 +52%
WETS
1218
Wealth Enhancement Trust Services
South Dakota
$765K +$5.95K +196 +0.8%
EIA
1219
Eldridge Investment Advisors
New Hampshire
$764K +$637 +21 +0.1%
LAIC
1220
Lederer & Associates Investment Counsel
California
$764K – – –
NSAM
1221
North Star Asset Management
Wisconsin
$762K -$86.7K -2,858 -10%
BIM
1222
Baldwin Investment Management
Pennsylvania
$762K +$106K +3,506 +16%
CFCS
1223
CDM Financial Counseling Services
Connecticut
$760K -$75.5K -2,489 -9%
SWA
1224
Strategies Wealth Advisors
Michigan
$759K +$11K +364 +1%
TNBTD
1225
Trustmark National Bank Trust Department
Mississippi
$759K -$166K -5,479 -18%
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