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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
1701
IFC & Insurance Marketing
California
$268K +$55.8K +1,840 +27%
LPFG
1702
Landing Point Financial Group
Ohio
$268K +$265K +8,721 New
CWM
1703
ClientFirst Wealth Management
Arkansas
$267K – – –
EB
1704
Emprise Bank
Kansas
$266K – – –
SG
1705
Sankala Group
Colorado
$266K +$21.2K +700 +9%
TC
1706
TownSquare Capital
Utah
$266K -$4.76K -157 -2%
TPA
1707
Trivium Point Advisory
Connecticut
$266K -$9.4K -310 -3%
CA
1708
Cannon Advisors
North Carolina
$265K +$262K +8,623 New
LRPA
1709
L. Roy Papp & Associates
Arizona
$264K – – –
PCP
1710
Proficio Capital Partners
Massachusetts
$263K – – –
BSCCG
1711
Blue Sky Capital Consultants Group
California
$262K -$60.7K -2,000 -19%
AWA
1712
Argos Wealth Advisors
California
$262K – – –
LAM
1713
Lewis Asset Management
California
$261K +$13K +428 +5%
BHIA
1714
Birch Hill Investment Advisors
Massachusetts
$261K – – –
AIC
1715
Archer Investment Corporation
Indiana
$261K -$1.12K -37 -0.4%
CBT
1716
Crews Bank & Trust
Florida
$260K – – –
SMG
1717
Smart Money Group
Texas
$259K +$2.21K +73 +0.9%
NC
1718
North Capital
Utah
$259K -$476K -15,678 -65%
JCM
1719
Jag Capital Management
Missouri
$259K +$256K +8,435 New
BFA
1720
Ballast Financial Advisors
Pennsylvania
$257K +$7.04K +232 +3%
JPWM
1721
Jamison Private Wealth Management
Georgia
$257K -$10.8K -355 -4%
WAAG
1722
Wealth Alliance Advisory Group
Kansas
$257K – – –
CG
1723
Cynosure Group
Utah
$256K -$497K -16,371 -66%
CAM
1724
Clark Asset Management
New Hampshire
$256K +$253K +8,352 New
SCM
1725
Saxony Capital Management
Missouri
$256K +$253K +8,339 New
67 68
69
70 71