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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
MCP
1226
Mirador Capital Partners
California
$566K +$7.28K +261 +1%
CP
1227
Capital Planning
Washington
$565K -$27.9K -1,001 -5%
OW
1228
Olistico Wealth
Oklahoma
$562K +$530K +18,996 +1,699%
NFC
1229
Northstar Financial Companies
Pennsylvania
$561K -$29.3K -1,051 -5%
TCM
1230
TD Capital Management
Tennessee
$560K +$181K +6,509 +48%
FSBI
1231
Fearless Solutions (Best Invest)
Texas
$554K – – –
BIP
1232
Blueprint Investment Partners
North Carolina
$553K +$551K +19,772 New
CCP
1233
Clarkston Capital Partners
Michigan
$551K +$10.6K +382 +2%
CSI
1234
Cross Staff Investments
New York
$549K – – –
HA
1235
Herold Advisors
New York
$548K -$6.13K -220 -1%
OWP
1236
Obermeyer Wealth Partners
Colorado
$547K +$192K +6,900 +54%
MAA
1237
Matrix Asset Advisors
New York
$547K +$545K +19,557 New
HIS
1238
Horizon Investment Services
Indiana
$546K -$10.9K -390 -2%
MWM
1239
Mission Wealth Management
California
$545K -$96.2K -3,450 -15%
TP
1240
Tranquility Partners
Tennessee
$545K -$15.4K -554 -3%
BW
1241
Basepoint Wealth
Iowa
$542K +$4.82K +173 +0.9%
IAG
1242
Investmark Advisory Group
Connecticut
$537K -$53K -1,900 -9%
4WM
1243
49 Wealth Management
Texas
$537K -$11.5K -411 -2%
PCM
1244
Prospera Capital Management
Arizona
$536K – – –
PAMG
1245
Patton Albertson Miller Group
Tennessee
$536K -$23.6K -848 -4%
BFC
1246
Bedel Financial Consulting
Indiana
$534K -$697 -25 -0.1%
ECM
1247
Evergreen Capital Management
Washington
$532K +$1.81K +65 +0.3%
CIA
1248
Covington Investment Advisors
Pennsylvania
$532K +$42.9K +1,538 +9%
WT
1249
Whittier Trust
California
$532K – – –
PP
1250
PDS Planning
Ohio
$529K +$2.45K +88 +0.5%
48 49
50
51 52