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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1226
TD Capital Management
Tennessee
$560K +$181K +6,509 +48%
FSBI
1227
Fearless Solutions (Best Invest)
Texas
$554K – – –
BIP
1228
Blueprint Investment Partners
North Carolina
$553K +$551K +19,772 New
CCP
1229
Clarkston Capital Partners
Michigan
$551K +$10.6K +382 +2%
CSI
1230
Cross Staff Investments
New York
$549K – – –
HA
1231
Herold Advisors
New York
$548K -$6.13K -220 -1%
OWP
1232
Obermeyer Wealth Partners
Colorado
$547K +$192K +6,900 +54%
MAA
1233
Matrix Asset Advisors
New York
$547K +$545K +19,557 New
HIS
1234
Horizon Investment Services
Indiana
$546K -$10.9K -390 -2%
MWM
1235
Mission Wealth Management
California
$545K -$96.2K -3,450 -15%
TP
1236
Tranquility Partners
Tennessee
$545K -$15.4K -554 -3%
BW
1237
Basepoint Wealth
Iowa
$542K +$4.82K +173 +0.9%
IAG
1238
Investmark Advisory Group
Connecticut
$537K -$53K -1,900 -9%
4WM
1239
49 Wealth Management
Texas
$537K -$11.5K -411 -2%
PCM
1240
Prospera Capital Management
Arizona
$536K – – –
PAMG
1241
Patton Albertson Miller Group
Tennessee
$536K -$23.6K -848 -4%
BFC
1242
Bedel Financial Consulting
Indiana
$534K -$697 -25 -0.1%
ECM
1243
Evergreen Capital Management
Washington
$532K +$1.81K +65 +0.3%
CIA
1244
Covington Investment Advisors
Pennsylvania
$532K +$42.9K +1,538 +9%
WT
1245
Whittier Trust
California
$532K – – –
PP
1246
PDS Planning
Ohio
$529K +$2.45K +88 +0.5%
WAAG
1247
Wealth Alliance Advisory Group
Kansas
$529K – – –
RAS
1248
RPS Advisory Solutions
Kentucky
$527K +$526K +18,855 New
NCG
1249
Newport Capital Group
New Jersey
$523K +$3.26K +117 +0.6%
ACA
1250
American Capital Advisory
Idaho
$520K – – –
48 49
50
51 52