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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWA
1451
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$325K +$324K +11,618 New
KLCM
1452
KG&L Capital Management
Louisiana
$322K +$321K +11,511 New
SAG
1453
SageView Advisory Group
California
$321K +$49.2K +1,766 +18%
WDC
1454
Woodward Diversified Capital
California
$319K +$318K +11,412 New
MAM
1455
Milestone Asset Management
Pennsylvania
$319K -$1.59K -57 -0.5%
GAA
1456
Global Assets Advisory
Florida
$317K +$343K +12,310 New
AFAS
1457
Acorn Financial Advisory Services
Virginia
$313K +$6.27K +225 +2%
OL
1458
Owen LaRue
Kentucky
$313K -$16.6K -594 -5%
CI
1459
CPR Investments
Michigan
$311K +$310K +11,132 New
RP
1460
Rice Partnership
Hawaii
$311K -$29.9K -1,073 -9%
SNBOSCI
1461
Security National Bank of Sioux City Iowa
Iowa
$310K +$45.2K +1,620 +17%
FAIM
1462
Financial Advocates Investment Management
Washington
$309K -$108K -3,883 -26%
FWM
1463
Fonville Wealth Management
Virginia
$309K -$418 -15 -0.1%
PIP
1464
Peachtree Investment Partners
Florida
$308K +$200K +7,176 +186%
FA
1465
Financial Advisors
Massachusetts
$306K +$6.88K +247 +2%
CGA
1466
Crescent Grove Advisors
Illinois
$306K +$4.32K +155 +1%
FA
1467
Flagstar Advisors
New York
$306K +$1.9K +68 +0.6%
MW
1468
MBL Wealth
North Carolina
$303K -$5.58K -200 -2%
LGWM
1469
Litman Gregory Wealth Management
California
$303K +$1.84K +66 +0.6%
MIA
1470
MainStreet Investment Advisors
Illinois
$303K +$302K +10,825 New
NWM
1471
Northcape Wealth Management
New York
$302K – – –
HA
1472
HFG Advisors
Ohio
$301K – – –
CAL
1473
Capital Advisors Ltd
Ohio
$300K – – –
AFA
1474
Alpha Financial Advisors
North Carolina
$299K +$2.65K +95 +0.9%
TWM
1475
Tanglewood Wealth Management
Texas
$299K – – –
57 58
59
60 61