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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
MSCM
1451
McElhenny Sheffield Capital Management
Texas
$295K – – –
NWM
1452
Northcape Wealth Management
New York
$295K – – –
NEWAS
1453
N.E.W. Advisory Services
Wisconsin
$295K +$18.1K +635 +6%
CGA
1454
Crescent Grove Advisors
Illinois
$295K +$1.85K +65 +0.6%
LGWM
1455
Litman Gregory Wealth Management
California
$294K +$306K +10,773 New
HA
1456
HFG Advisors
Ohio
$294K – – –
FM
1457
Foster & Motley
Ohio
$294K -$8.5K -299 -3%
TH
1458
Team Hewins
California
$294K – – –
CAL
1459
Capital Advisors Ltd
Ohio
$293K – – –
FA
1460
Financial Advisors
Massachusetts
$293K +$304K +10,711 New
TWM
1461
Tanglewood Wealth Management
Texas
$292K – – –
AFA
1462
Alpha Financial Advisors
North Carolina
$290K +$302K +10,614 New
BP
1463
Ballentine Partners
Massachusetts
$289K +$300K +10,563 New
MFC
1464
Morris Financial Concepts
South Carolina
$288K – – –
RCA
1465
Resonant Capital Advisors
Wisconsin
$288K +$72.1K +2,536 +32%
DAM
1466
Delta Asset Management
Tennessee
$287K – – –
AWM
1467
Angeles Wealth Management
California
$287K +$296K +10,410 +11,567%
GT
1468
Glenview Trust
Kentucky
$287K -$18.4K -648 -6%
MPWT
1469
MassMutual Private Wealth & Trust
Connecticut
$286K +$154K +5,403 +107%
AIM
1470
Acropolis Investment Management
Missouri
$286K +$9.92K +349 +3%
UF
1471
Univest Financial
Pennsylvania
$285K +$17.7K +624 +6%
TC
1472
Tenret Company
Florida
$285K – – –
JHCP
1473
Jackson Hole Capital Partners
Oklahoma
$283K – – –
ERIC
1474
Eagle Rock Investment Company
Georgia
$283K +$1.19K +42 +0.4%
HIA
1475
Harbor Investment Advisory
Maryland
$282K +$5.06K +178 +2%
57 58
59
60 61