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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
476
Ameritas Investment Company
Nebraska
$17K +$16.8K +999 New
CF
477
Centaurus Financial
California
$16.4K +$22K +1,308 +104%
OC
478
Oakworth Capital
Alabama
$16K – – –
CFD
479
Creative Financial Designs
Indiana
$16K +$151 +9 +1%
PMFA
480
Plante Moran Financial Advisors
Michigan
$16K +$15.5K +921 New
LWANC
481
Laurel Wealth Advisors (North Carolina)
North Carolina
$15K – – –
WT
482
Whittier Trust
California
$15K – – –
BWM
483
BerganKDV Wealth Management
Minnesota
$15K +$101 +6 +0.7%
LHC
484
Little House Capital
Massachusetts
$15K +$15.1K +900 New
WB
485
Webster Bank
Connecticut
$14K – – –
WP
486
WealthShield Partners
North Carolina
$14K +$13.1K +780 New
AA
487
Advisory Alpha
Michigan
$13.6K +$13.1K +780 New
OIA
488
Optimum Investment Advisors
Illinois
$13K +$50 +3 +0.4%
ESB
489
Essex Savings Bank
Connecticut
$13K +$1.97K +117 +19%
GSWM
490
Golden State Wealth Management
California
$13K +$12.4K +735 New
EK
491
Evensky & Katz
Florida
$12K – – –
ME
492
McIlrath & Eck
Washington
$12K – – –
GRP
493
Global Retirement Partners
California
$11K – – –
JGIA
494
Jackson Grant Investment Advisers
Connecticut
$11K +$50 +3 +0.5%
RCG
495
Ruggie Capital Group
Florida
$10K -$202K -12,006 -96%
SIM
496
Sonora Investment Management
Arizona
$10K -$25.2K -1,497 -71%
GAM
497
Gemmer Asset Management
California
$10K – – –
JPLA
498
Joseph P. Lucia & Associates
New York
$7.36K +$19.9M +1,181,181 New
FPS
499
Fieldpoint Private Securities
Connecticut
$7K – – –
RIA
500
RPG Investment Advisory
California
$7K – – –
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