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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
526
Sutton Wealth Advisors
Florida
$256K – – –
IFWM
527
Institute for Wealth Management
Colorado
$251K +$35.4K +1,923 +16%
GIA
528
Gladstone Institutional Advisory
Florida
$251K +$251K +13,620 New
CIC
529
Carnegie Investment Counsel
Ohio
$249K +$248K +13,482 New
LBC
530
Lowe Brockenbrough & Co
Virginia
$248K – – –
OWP
531
Obermeyer Wealth Partners
Colorado
$247K -$132K -7,200 -35%
CHJWM
532
Carlton Hofferkamp & Jenks Wealth Management
Texas
$247K +$222K +12,045 New
FFA
533
First Foundation Advisors
California
$246K +$552 +30 +0.2%
WP
534
WealthShield Partners
North Carolina
$243K +$242K +13,158 New
AFAS
535
Acorn Financial Advisory Services
Virginia
$241K +$55 +3 +0%
WCM
536
Weik Capital Management
Pennsylvania
$240K -$9.94K -540 -4%
RCM
537
Rain Capital Management
Oregon
$236K +$2.32K +126 +1%
HWA
538
Heritage Wealth Advisors
Virginia
$235K – – –
GT
539
Glenmede Trust
Pennsylvania
$230K +$18.1K +984 +9%
CS
540
Capital Square
Tennessee
$230K +$231K +12,528 New
FM
541
Foster & Motley
Ohio
$228K -$108K -5,892 -32%
KFGK
542
Keystone Financial Group (Kentucky)
Kentucky
$227K -$5.46K -297 -2%
AIC
543
Ameritas Investment Company
Nebraska
$226K – – –
EVM
544
Eaton Vance Management
Massachusetts
$225K +$225K +12,216 New
FHA
545
First Horizon Advisors
Tennessee
$222K – – –
LWA
546
LWS Wealth Advisors
New Jersey
$221K +$2.21K +120 +1%
FT
547
Fiduciary Trust
Massachusetts
$218K +$218K +11,823 New
PFM
548
Parsec Financial Management
North Carolina
$214K +$214K +11,610 New
OFG
549
Omega Financial Group
California
$212K +$212K +11,523 New
BB
550
Busey Bank
Illinois
$211K -$13.2K -720 -6%
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