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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
376
Washington Trust
Rhode Island
$15K +$14.8K +900 New
PMG
377
ProVise Management Group
Florida
$14K +$324K +19,671 +2%
WT
378
Whittier Trust
California
$14K – – –
BWM
379
BerganKDV Wealth Management
Minnesota
$14K +$13.6K +828 New
SWPG
380
Strategic Wealth Partners Group
Illinois
$13.8K -$12K -726 -46%
WB
381
Webster Bank
Connecticut
$13K – – –
RFC
382
Regions Financial Corp
Alabama
$13K +$13.5K +819 New
OIA
383
Optimum Investment Advisors
Illinois
$12K – – –
MA
384
MCF Advisors
Kentucky
$11K -$85K -5,163 -88%
EK
385
Evensky & Katz
Florida
$11K – – –
ME
386
McIlrath & Eck
Washington
$11K – – –
GRP
387
Global Retirement Partners
California
$10K – – –
JGIA
388
Jackson Grant Investment Advisers
Connecticut
$10K – – –
LFG
389
LifePlan Financial Group
Ohio
$10K – – –
SIM
390
Sonora Investment Management
Arizona
$10K – – –
GAM
391
Gemmer Asset Management
California
$10K +$9.88K +600 New
CCM
392
Cribstone Capital Management
Maine
$9K – – –
NDSI
393
Newman Dignan & Sheerar Inc
Rhode Island
$8.48K -$120K -7,302 -1%
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
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