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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
LSPW
1426
Lake Street Private Wealth
Illinois
$317K +$59.1K +2,167 +23%
ONB
1427
Old National Bancorp
Indiana
$316K – – –
BTI
1428
Blue Trust Inc
Georgia
$314K +$26K +953 +9%
LFA
1429
LGT Financial Advisors
Texas
$312K +$228K +8,359 +272%
DLCIG
1430
D.L. Carlson Investment Group
New Hampshire
$312K -$13.7K -501 -4%
FA
1431
Fountainhead AM
New Jersey
$312K -$68.4K -2,508 -18%
MSG
1432
Main Street Group
Virginia
$310K +$1.99K +73 +0.6%
BSCCG
1433
Blue Sky Capital Consultants Group
California
$310K -$21K -771 -6%
OGF
1434
Orin Green Financial
California
$309K +$309K +11,331 New
VWM
1435
Vigilare Wealth Management
Arizona
$308K -$25.5K -935 -8%
LWM
1436
Lodestone Wealth Management
Washington
$306K +$5.02K +184 +2%
HWM
1437
Heirloom Wealth Management
Colorado
$305K -$518 -19 -0.2%
TA
1438
TFB Advisors
Kansas
$303K -$79.5K -2,913 -21%
SNBOSCI
1439
Security National Bank of Sioux City Iowa
Iowa
$302K – – –
AFA
1440
Alpha Financial Advisors
North Carolina
$299K +$3.36K +123 +1%
PAM
1441
Pegasus Asset Management
New York
$299K -$14.7K -538 -5%
CTWM
1442
Cherry Tree Wealth Management
Minnesota
$298K – – –
CSC
1443
Caldwell Sutter Capital
California
$298K -$9.33K -342 -3%
UB
1444
UMB Bank
Missouri
$298K +$76.4K +2,801 +35%
TGAM
1445
TBH Global Asset Management
Tennessee
$296K +$296K +10,853 New
TWC
1446
TD Waterhouse Canada
Ontario, Canada
$296K +$141K +5,184 +93%
NWM
1447
Northcape Wealth Management
New York
$295K – – –
HA
1448
HFG Advisors
Ohio
$294K – – –
SAM
1449
Seelaus Asset Management
New Jersey
$293K +$7.72K +283 +3%
TWM
1450
Tanglewood Wealth Management
Texas
$291K – – –
56 57
58
59 60