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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
376
Strategic Wealth Partners
Ohio
$16K – – –
PWAG
377
Polaris Wealth Advisory Group
California
$15K -$3.65K -222 -20%
OC
378
Oakworth Capital
Alabama
$15K – – –
WT
379
Washington Trust
Rhode Island
$15K +$14.8K +900 New
WT
380
Whittier Trust
California
$14K – – –
BWM
381
BerganKDV Wealth Management
Minnesota
$14K +$13.6K +828 New
WB
382
Webster Bank
Connecticut
$13K – – –
RFC
383
Regions Financial Corp
Alabama
$13K +$13.5K +819 New
OIA
384
Optimum Investment Advisors
Illinois
$12K – – –
MA
385
MCF Advisors
Kentucky
$11K -$85K -5,163 -88%
EK
386
Evensky & Katz
Florida
$11K – – –
ME
387
McIlrath & Eck
Washington
$11K – – –
GRP
388
Global Retirement Partners
California
$10K – – –
JGIA
389
Jackson Grant Investment Advisers
Connecticut
$10K – – –
LFG
390
LifePlan Financial Group
Ohio
$10K – – –
SIM
391
Sonora Investment Management
Arizona
$10K – – –
GAM
392
Gemmer Asset Management
California
$10K +$9.88K +600 New
CCM
393
Cribstone Capital Management
Maine
$9K – – –
LFA
394
Legacy Financial Advisors
Kentucky
$8K – – –
IF
395
Ironwood Financial
Arizona
$6K – – –
RWP
396
RWA Wealth Partners
Massachusetts
$6K +$6.37K +387 New
IFAM
397
Institutional & Family Asset Management
Colorado
$5K – – –
AWM
398
AllSquare Wealth Management
New York
$5K +$4.94K +300 New
CFC
399
Coyle Financial Counsel
Illinois
$5K +$4.94K +300 New
NWM
400
Northwest Wealth Management
Iowa
$4K -$494 -30 -10%
14 15
16
17 18