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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CIS
1351
Continental Investors Services
Washington
$217K +$781 +30 +0.4%
TCOV
1352
Trust Company of Vermont
Vermont
$217K +$17.9K +687 +9%
RFP
1353
Root Financial Partners
California
$216K +$217K +8,340 New
SWA
1354
Sax Wealth Advisors
New Jersey
$216K -$364K -13,980 -63%
PHIC
1355
Pine Haven Investment Counsel
Massachusetts
$214K +$7.18K +276 +3%
KDA
1356
Kraft Davis & Associates
Missouri
$214K +$203K +7,797 New
BWG
1357
Berry Wealth Group
Texas
$214K -$3.76M -144,429 -95%
TWC
1358
TD Waterhouse Canada
Ontario, Canada
$214K -$201K -7,722 -48%
SSWM
1359
Smith Salley Wealth Management
North Carolina
$212K +$13.1K +504 +7%
CWM
1360
Calamos Wealth Management
Illinois
$212K -$70.8K -2,721 -25%
LSA
1361
Lansing Street Advisors
Pennsylvania
$212K – – –
ITB
1362
Idaho Trust Bank
Idaho
$211K +$212K +8,154 New
SFG
1363
Sovereign Financial Group
Connecticut
$211K – – –
UB
1364
UMB Bank
Missouri
$210K – – –
TB
1365
Treynor Bancshares
Iowa
$210K -$19.1K -732 -8%
TVAMP
1366
Tennessee Valley Asset Management Partners
Tennessee
$209K +$210K +8,058 New
BP
1367
BBR Partners
New York
$209K +$210K +8,049 New
WWMSC
1368
Wagner Wealth Management (South Carolina)
South Carolina
$208K +$10K +384 +5%
SAMT
1369
Select Asset Management & Trust
Pennsylvania
$208K – – –
LWM
1370
Laidlaw Wealth Management
New York
$208K +$209K +8,013 New
GF
1371
Gimbal Financial
Indiana
$207K – – –
SFG
1372
Synergy Financial Group
California
$207K -$2.97K -114 -1%
GWANC
1373
Guardian Wealth Advisors (North Carolina)
North Carolina
$206K -$26.3K -1,011 -11%
BCP
1374
Blue Chip Partners
Michigan
$205K -$22K -846 -10%
PFM
1375
Peak Financial Management
Massachusetts
$205K – – –
53 54
55
56 57