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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
VRM
476
Vectors Research Management
New York
$21K – – –
FMII
477
Farmers & Merchants Investments Inc
Nebraska
$20K – – –
PCIA
478
Prime Capital Investment Advisors
Kansas
$20K +$19.8K +1,128 New
BWA
479
Burt Wealth Advisors
Maryland
$19K – – –
SWP
480
Strategic Wealth Partners
Ohio
$18K – – –
MSFP
481
Mark Sheptoff Financial Planning
Connecticut
$17K – – –
SIM
482
Sonora Investment Management
Arizona
$17K +$6.54K +372 +62%
IF
483
Ironwood Financial
Arizona
$17K +$10.8K +612 +179%
OC
484
Oakworth Capital
Alabama
$16K – – –
PMFA
485
Plante Moran Financial Advisors
Michigan
$16K – – –
CFD
486
Creative Financial Designs
Indiana
$16K +$106 +6 +0.7%
BWM
487
BerganKDV Wealth Management
Minnesota
$15K – – –
WT
488
Whittier Trust
California
$15K – – –
OIA
489
Optimum Investment Advisors
Illinois
$14K – – –
WP
490
WealthShield Partners
North Carolina
$14K – – –
WB
491
Webster Bank
Connecticut
$14K – – –
ESB
492
Essex Savings Bank
Connecticut
$13K – – –
EK
493
Evensky & Katz
Florida
$13K – – –
UWM
494
USAdvisors Wealth Management
Minnesota
$12.6K +$230K +13,059 +2%
ME
495
McIlrath & Eck
Washington
$12K – – –
1IA
496
1834 Investment Advisors
Wisconsin
$12K +$12.4K +705 New
CA
497
Centerpoint Advisors
Massachusetts
$12K +$12.4K +705 New
GAM
498
Gemmer Asset Management
California
$11K – – –
JGIA
499
Jackson Grant Investment Advisers
Connecticut
$11K – – –
NDSI
500
Newman Dignan & Sheerar Inc
Rhode Island
$10.9K +$522K +29,667 +5%
18 19
20
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