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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
351
TrustCore Financial Services
Tennessee
$45K +$43K +2,619 New
GI
352
Gradient Investments
Minnesota
$44K +$42.5K +2,589 New
LIA
353
LS Investment Advisors
Michigan
$30K – – –
BRC
354
Bell Rock Capital
Delaware
$27K – – –
CAC
355
Certified Advisory Corp
Florida
$27K +$26.8K +1,632 New
RCA
356
Rowland Carmichael Advisors
Arizona
$26K – – –
SWMG
357
Signature Wealth Management Group
Georgia
$26K +$24.6K +1,500 New
AWM
358
Aevitas Wealth Management
Massachusetts
$23K +$22.2K +1,353 New
RFA
359
Reilly Financial Advisors
California
$20K – – –
FPFS
360
First Personal Financial Services
North Carolina
$19K – – –
TWA
361
TCI Wealth Advisors
Arizona
$19K +$18.2K +1,110 New
RBC
362
Roble Belko & Company
Pennsylvania
$18K – – –
BFEC
363
Benjamin F. Edwards & Company
Missouri
$18K +$8.72K +531 +101%
MSFP
364
Mark Sheptoff Financial Planning
Connecticut
$17K – – –
SWP
365
Strategic Wealth Partners
Ohio
$17K +$16.3K +990 New
ST
366
Sageworth Trust
Pennsylvania
$16K – – –
WT
367
Whittier Trust
California
$15K – – –
ME
368
McIlrath & Eck
Washington
$15K +$14.3K +870 New
WB
369
Webster Bank
Connecticut
$14K – – –
ACM
370
Armbruster Capital Management
New York
$12K -$11.3K -690 -50%
EK
371
Evensky & Katz
Florida
$11K +$49 +3 +0.4%
SIM
372
Sonora Investment Management
Arizona
$10.2K – – –
GRP
373
Global Retirement Partners
California
$10K – – –
JGIA
374
Jackson Grant Investment Advisers
Connecticut
$10K +$49 +3 +0.5%
LFA
375
Legacy Financial Advisors
Kentucky
$8K +$7.74K +471 New
13 14
15
16 17