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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
1326
Cornerstone Wealth Group
North Carolina
$486K -$1.9K -70 -0.4%
VHAM
1327
Van Hulzen Asset Management
California
$486K +$24.1K +888 +5%
SFG
1328
Strive Financial Group
Indiana
$485K +$480K +17,671 New
DWM
1329
Destination Wealth Management
California
$485K +$46.9K +1,726 +11%
CIA
1330
Covington Investment Advisors
Pennsylvania
$484K -$1.17M -43,193 -71%
BAG
1331
Bridgewealth Advisory Group
California
$484K -$31.9K -1,172 -6%
CCP
1332
Clarkston Capital Partners
Michigan
$483K -$39.5K -1,452 -8%
PS
1333
Planned Solutions
California
$482K -$360K -13,255 -43%
SLA
1334
Silver Lake Advisory
Utah
$482K +$74.4K +2,736 +18%
CA
1335
Centerpoint Advisors
Massachusetts
$481K +$54 +2 +0%
BCM
1336
Basso Capital Management
Connecticut
$481K +$477K +17,534 New
UWPG
1337
Ullmann Wealth Partners Group
Florida
$480K – – –
ACM
1338
Andina Capital Management
Utah
$480K – – –
AWM
1339
Angeles Wealth Management
California
$479K – – –
OFS
1340
Oldfather Financial Services
Nebraska
$479K -$21.9K -806 -4%
PAMG
1341
Patton Albertson Miller Group
Tennessee
$478K – – –
TFGT
1342
TS Financial Group (TSFG)
Illinois
$478K -$8.62K -317 -2%
IAS
1343
Integrity Advisory Solutions
Texas
$477K +$39.4K +1,450 +9%
AFAS
1344
Acorn Financial Advisory Services
Virginia
$475K -$544 -20 -0.1%
OCA
1345
OpenArc Corporate Advisory
Georgia
$473K +$469K +17,255 New
HT
1346
Headlands Technologies
Illinois
$471K +$467K +17,184 New
RMDI
1347
R.M. Davis Inc
Maine
$471K +$22.1K +813 +5%
PFA
1348
Pure Financial Advisors
California
$470K -$160K -5,873 -26%
PC
1349
Payne Capital
Oregon
$469K – – –
FFA
1350
First Foundation Advisors
California
$469K +$33.2K +1,220 +8%
52 53
54
55 56