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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1476
Lindbrook Capital
California
$55.7K – – –
WIA
1477
Wetzel Investment Advisors
Indiana
$55.6K – – –
PG
1478
Proffitt & Goodson
Tennessee
$52.4K +$50.4K +1,950 New
JFG
1479
JDM Financial Group
Texas
$50.3K +$155 +6 +0.3%
AA
1480
Addison Advisors
Vermont
$50.1K – – –
VDBMI
1481
Van Den Berg Management I
Texas
$49.1K – – –
FCMT
1482
Founders Capital Management (Texas)
Texas
$48.4K – – –
AIC
1483
Archer Investment Corporation
Indiana
$47.9K +$78 +3 +0.2%
VWM
1484
Venturi Wealth Management
Texas
$46.6K +$78 +3 +0.2%
CYG
1485
Clean Yield Group
Vermont
$45.6K – – –
BWP
1486
Baldwin Wealth Partners
Massachusetts
$44.3K – – –
TWD
1487
True Wealth Design
Ohio
$42.2K +$155 +6 +0.4%
KHC
1488
Koesten Hirschmann & Crabtree
Kansas
$40.3K – – –
MIM
1489
MTM Investment Management
South Carolina
$38.2K +$36.7K +1,422 New
WIM
1490
Westside Investment Management
California
$32.3K +$31K +1,200 New
BMC
1491
Bear Mountain Capital
Washington
$31.9K -$2.25K -87 -6%
RCM
1492
Raleigh Capital Management
North Carolina
$31.6K – – –
SRCM
1493
Signature Resources Capital Management
California
$31.6K – – –
VAMG
1494
Voisard Asset Management Group
Michigan
$30.2K – – –
AWM
1495
Angeles Wealth Management
California
$28.6K -$155 -6 -0.6%
IA
1496
IFS Advisors
Kansas
$28K -$775 -30 -3%
MG
1497
MilWealth Group
Wisconsin
$26.6K – – –
RDFA
1498
Ritter Daniher Financial Advisory
Ohio
$26.2K – – –
DCM
1499
Davidson Capital Management
Texas
$25.9K – – –
CWM
1500
CarsonAllaria Wealth Management
Illinois
$25.9K +$24.9K +963 New
58 59
60
61 62