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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
426
Patten & Patten
Tennessee
$419K – – –
BAM
427
Blueshift Asset Management
New Jersey
$415K +$406K +24,063 New
RWRC
428
R.W. Roge & Company
New York
$411K -$403K -23,892 -50%
GCA
429
Gradient Capital Advisors
California
$409K -$2.69K -159 -0.7%
RRWA
430
Rainey & Randall Wealth Advisors
Florida
$408K +$1.82K +108 +0.5%
EIA
431
Eldridge Investment Advisors
New Hampshire
$407K +$25.8K +1,530 +7%
BCP
432
Blue Chip Partners
Michigan
$406K +$398K +23,550 New
NFG
433
Nations Financial Group
Iowa
$400K – – –
HA
434
Hamel Associates
New Jersey
$399K +$93.7K +5,550 +32%
FWP
435
FAS Wealth Partners
Kansas
$399K +$391K +23,151 New
PAS
436
Partnervest Advisory Services
California
$397K +$27.9K +1,653 +8%
IA
437
IFG Advisory
Georgia
$395K – – –
WCM
438
Windham Capital Management
Massachusetts
$388K – – –
SB
439
Sunflower Bank
Texas
$385K +$378K +22,371 New
CW
440
CreativeOne Wealth
Kansas
$383K -$158K -9,372 -30%
PB
441
Pinnacle Bancorp
Nebraska
$380K +$274K +16,254 +281%
AA
442
Ancora Advisors
Ohio
$379K +$25.8K +1,530 +7%
WCM
443
Whitener Capital Management
North Carolina
$378K +$1.98K +117 +0.5%
AL
444
Aspiriant LLC
California
$377K – – –
CCG
445
Cypress Capital Group
Florida
$375K +$36.2K +2,145 +11%
SB
446
Strategic Blueprint
Georgia
$371K – – –
GHA
447
GW Henssler & Associates
Georgia
$368K -$224K -13,290 -38%
EWF
448
Epstein & White Financial
California
$368K -$12.3K -726 -3%
EWM
449
EPG Wealth Management
Georgia
$363K +$760 +45 +0.2%
MAS
450
Madden Advisory Services
Florida
$362K – – –
16 17
18
19 20