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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
501
MassMutual Private Wealth & Trust
Connecticut
$288K +$201K +10,935 +234%
SBIA
502
Sheaff Brock Investment Advisors
Indiana
$287K +$2.76K +150 +1%
DP
503
DDD Partners
Washington
$285K +$285K +15,480 New
GRP
504
Global Retirement Partners
California
$282K +$52.1K +2,832 +23%
WSTAM
505
Wilbanks Smith & Thomas Asset Management
Virginia
$281K -$30.2K -1,641 -10%
CCA
506
Cobblestone Capital Advisors
New York
$281K +$994 +54 +0.4%
SAG
507
Spotlight Asset Group
Illinois
$281K +$281K +15,252 New
BAM
508
Barrett Asset Management
New York
$279K +$15.2K +825 +6%
SPA
509
Sentinel Pension Advisors
Massachusetts
$278K – – –
CCA
510
Checchi Capital Advisers
California
$277K – – –
JA
511
JVL Associates
Michigan
$277K +$42K +2,280 +18%
SBH
512
Segall Bryant & Hamill
Illinois
$276K +$275K +14,946 New
EI
513
Ellevest Inc
New York
$273K +$24.5K +1,329 +10%
FWSM
514
First Wilshire Securities Management
California
$272K +$272K +14,775 New
EIP
515
Ellis Investment Partners
Pennsylvania
$271K +$2.71K +147 +1%
AP
516
Appleton Partners
Massachusetts
$268K – – –
MGIA
517
Moneta Group Investment Advisors
Missouri
$268K +$10.4K +567 +4%
CAI
518
Capital Advisors Inc
Oklahoma
$263K +$1.27K +69 +0.5%
CWM
519
Confluence Wealth Management
Oregon
$258K -$9.33K -507 -3%
HTC
520
Haverford Trust Company
Pennsylvania
$258K +$828 +45 +0.3%
TI
521
tru Independence
Oregon
$258K +$257K +13,959 New
HIC
522
Holderness Investments Company
North Carolina
$257K +$607 +33 +0.2%
SWA
523
Sutton Wealth Advisors
Florida
$256K – – –
IFWM
524
Institute for Wealth Management
Colorado
$251K +$35.4K +1,923 +16%
GIA
525
Gladstone Institutional Advisory
Florida
$251K +$251K +13,620 New
19 20
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