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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1451
Beacon Financial Advisory
Ohio
$299K +$27.3K +960 +10%
FA
1452
Flagstar Advisors
New York
$297K +$2.87K +101 +0.9%
MSCM
1453
McElhenny Sheffield Capital Management
Texas
$295K – – –
NWM
1454
Northcape Wealth Management
New York
$295K – – –
NEWAS
1455
N.E.W. Advisory Services
Wisconsin
$295K +$18.1K +635 +6%
CGA
1456
Crescent Grove Advisors
Illinois
$295K +$1.85K +65 +0.6%
LGWM
1457
Litman Gregory Wealth Management
California
$294K +$306K +10,773 New
HA
1458
HFG Advisors
Ohio
$294K – – –
FM
1459
Foster & Motley
Ohio
$294K -$8.5K -299 -3%
TH
1460
Team Hewins
California
$294K – – –
CAL
1461
Capital Advisors Ltd
Ohio
$293K – – –
FA
1462
Financial Advisors
Massachusetts
$293K +$304K +10,711 New
TWM
1463
Tanglewood Wealth Management
Texas
$292K – – –
AFA
1464
Alpha Financial Advisors
North Carolina
$290K +$302K +10,614 New
BP
1465
Ballentine Partners
Massachusetts
$289K +$300K +10,563 New
MFC
1466
Morris Financial Concepts
South Carolina
$288K – – –
RCA
1467
Resonant Capital Advisors
Wisconsin
$288K +$72.1K +2,536 +32%
DAM
1468
Delta Asset Management
Tennessee
$287K – – –
AWM
1469
Angeles Wealth Management
California
$287K +$296K +10,410 +11,567%
GT
1470
Glenview Trust
Kentucky
$287K -$18.4K -648 -6%
MPWT
1471
MassMutual Private Wealth & Trust
Connecticut
$286K +$154K +5,403 +107%
AIM
1472
Acropolis Investment Management
Missouri
$286K +$9.92K +349 +3%
UF
1473
Univest Financial
Pennsylvania
$285K +$17.7K +624 +6%
TC
1474
Tenret Company
Florida
$285K – – –
JHCP
1475
Jackson Hole Capital Partners
Oklahoma
$283K – – –
57 58
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60 61