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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
ACS
1401
Archford Capital Strategies
Illinois
$204K +$196K +7,584 New
TWM
1402
TMD Wealth Management
Arizona
$203K +$195K +7,560 New
AC
1403
Apella Capital
Connecticut
$202K +$197K +7,626 New
AWM
1404
Aberdeen Wealth Management
Illinois
$202K – – –
PAM
1405
Peak Asset Management
Colorado
$202K +$194K +7,500 New
BBHC
1406
Brown Brothers Harriman & Co
New York
$201K +$190K +7,365 +6,138%
AP
1407
Adero Partners
California
$200K +$192K +7,449 New
MIA
1408
MeadowBrook Investment Advisors
Michigan
$199K – – –
FFL
1409
Financial Freedom LLC
Ohio
$195K +$930 +36 +0.5%
AWM
1410
Abound Wealth Management
Tennessee
$194K -$6.9K -267 -4%
GWS
1411
Glassman Wealth Services
Virginia
$193K +$12.4K +480 +7%
TIM
1412
Tortoise Investment Management
New York
$190K +$126K +4,872 +222%
PCA
1413
Providence Capital Advisors
North Carolina
$185K -$52.8K -2,043 -23%
SIM
1414
Studio Investment Management
Illinois
$179K +$46.7K +1,809 +37%
HIA
1415
Harbor Investment Advisory
Maryland
$175K +$29.5K +1,143 +21%
HI
1416
Hendershot Investments
Virginia
$173K – – –
SIS
1417
Sound Income Strategies
Florida
$173K +$51.4K +1,989 +45%
CMP
1418
Coston McIsaac & Partners
Maine
$167K +$6.67K +258 +4%
WPA
1419
West Paces Advisors
Georgia
$160K +$1.08K +42 +0.7%
PMFA
1420
Plante Moran Financial Advisors
Michigan
$159K +$1.16K +45 +0.8%
WIC
1421
Woodmont Investment Counsel
Tennessee
$156K +$150K +5,820 New
RIA
1422
Realta Investment Advisors
Delaware
$156K -$940K -36,375 -86%
EWM
1423
Evermay Wealth Management
Virginia
$153K +$2.63K +102 +2%
TCG
1424
Transcendent Capital Group
Oklahoma
$153K +$15.9K +615 +12%
RBC
1425
Roble Belko & Company
Pennsylvania
$151K +$17.6K +681 +14%
55 56
57
58 59