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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
476
Burt Wealth Advisors
Maryland
$19K – – –
SWP
477
Strategic Wealth Partners
Ohio
$19K – – –
MSFP
478
Mark Sheptoff Financial Planning
Connecticut
$17K – – –
AIC
479
Ameritas Investment Company
Nebraska
$17K +$16.8K +999 New
OC
480
Oakworth Capital
Alabama
$16K – – –
CFD
481
Creative Financial Designs
Indiana
$16K +$151 +9 +1%
PMFA
482
Plante Moran Financial Advisors
Michigan
$16K +$15.5K +921 New
LWANC
483
Laurel Wealth Advisors (North Carolina)
North Carolina
$15K – – –
WT
484
Whittier Trust
California
$15K – – –
BWM
485
BerganKDV Wealth Management
Minnesota
$15K +$101 +6 +0.7%
LHC
486
Little House Capital
Massachusetts
$15K +$15.1K +900 New
WB
487
Webster Bank
Connecticut
$14K – – –
WP
488
WealthShield Partners
North Carolina
$14K +$13.1K +780 New
AA
489
Advisory Alpha
Michigan
$13.6K +$13.1K +780 New
OIA
490
Optimum Investment Advisors
Illinois
$13K +$50 +3 +0.4%
ESB
491
Essex Savings Bank
Connecticut
$13K +$1.97K +117 +19%
GSWM
492
Golden State Wealth Management
California
$13K +$12.4K +735 New
EK
493
Evensky & Katz
Florida
$12K – – –
ME
494
McIlrath & Eck
Washington
$12K – – –
GRP
495
Global Retirement Partners
California
$11K – – –
JGIA
496
Jackson Grant Investment Advisers
Connecticut
$11K +$50 +3 +0.5%
RCG
497
Ruggie Capital Group
Florida
$10K -$202K -12,006 -96%
SIM
498
Sonora Investment Management
Arizona
$10K -$25.2K -1,497 -71%
GAM
499
Gemmer Asset Management
California
$10K – – –
GT
500
Glenmede Trust
Pennsylvania
$10K +$1.16K +69 +14%
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