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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
DP
1451
DDD Partners
Washington
$454K -$395K -13,032 -47%
GA
1452
Greenspring Advisors
Maryland
$453K +$448K +14,758 New
LEFP
1453
Leading Edge Financial Planning
Tennessee
$451K -$1.4K -46 -0.3%
AIMC
1454
Alley Investment Management Company
Illinois
$450K -$1.33K -44 -0.3%
SLC
1455
Second Line Capital
Louisiana
$449K +$5.95K +196 +1%
MWA
1456
Midland Wealth Advisors
Illinois
$446K +$73.6K +2,427 +20%
SB
1457
Sunflower Bank
Texas
$445K – – –
SAM
1458
Secure Asset Management
Michigan
$445K -$42.9K -1,415 -9%
SWM
1459
Stockman Wealth Management
Montana
$444K +$18.9K +623 +4%
DLCIG
1460
D.L. Carlson Investment Group
New Hampshire
$444K +$92.1K +3,035 +27%
FFA
1461
First Foundation Advisors
California
$444K -$80.1K -2,640 -15%
FFA
1462
Fairfield Financial Advisors
Massachusetts
$443K -$80.3K -2,647 -15%
HIA
1463
Harbor Investment Advisory
Maryland
$443K – – –
BI
1464
Ballast Inc
Kentucky
$442K – – –
KFGK
1465
Keystone Financial Group (Kentucky)
Kentucky
$442K +$54.5K +1,798 +14%
KCPG
1466
Kavar Capital Partners Group
Kansas
$441K +$437K +14,390 New
KIM
1467
Kane Investment Management
California
$441K +$41.6K +1,372 +11%
APW
1468
Axim Planning & Wealth
Ohio
$441K +$436K +14,379 New
FAG
1469
Fortitude Advisory Group
Washington
$440K +$435K +14,349 New
SWA
1470
Sax Wealth Advisors
New Jersey
$440K – – –
AIM
1471
Acropolis Investment Management
Missouri
$440K – – –
FFG
1472
Frisch Financial Group
New York
$437K +$77.5K +2,554 +22%
PCS
1473
Private Client Services
Kentucky
$435K -$27.3K -900 -6%
LFPWM
1474
Leicht Financial Planning & Wealth Management
New Jersey
$435K +$430K +14,185 New
AFA
1475
AA Financial Advisors
Ohio
$435K +$1.33K +44 +0.3%
57 58
59
60 61