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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SHFP
576
Second Half Financial Partners
Florida
$2.31M +$78K +3,159 +4%
KM
577
Kalos Management
Georgia
$2.3M -$51.1K -2,070 -2%
ZIG
578
Zullo Investment Group
Pennsylvania
$2.29M -$54.1K -2,193 -2%
EIA
579
Eldridge Investment Advisors
New Hampshire
$2.27M -$57.6K -2,334 -3%
AG
580
Ascent Group
Virginia
$2.27M -$93.8K -3,801 -4%
IAP
581
Indie Asset Partners
Indiana
$2.25M -$535K -21,693 -20%
FIC
582
Family Investment Center
Missouri
$2.22M +$2.18M +88,122 New
TC
583
Trust Company
Kansas
$2.21M +$10.7K +432 +0.5%
TFA
584
Teamwork Financial Advisors
Texas
$2.18M +$487K +19,737 +29%
BCI
585
Brinker Capital Investments
Pennsylvania
$2.14M – – –
PAG
586
Private Advisory Group
Washington
$2.14M -$212K -8,583 -9%
ADL
587
Asset Dedication LLC
California
$2.13M +$1.41K +57 +0.1%
SFPG
588
Stonebridge Financial Planning Group
Florida
$2.13M +$263K +10,635 +14%
BWM
589
Baystate Wealth Management
Massachusetts
$2.12M +$118K +4,788 +6%
CIA
590
Choate Investment Advisors
Massachusetts
$2.12M +$520K +21,084 +33%
FNBOMD
591
First National Bank of Mount Dora
Florida
$2.09M – – –
LWM
592
Laidlaw Wealth Management
New York
$2.07M -$7.18K -291 -0.4%
BWM
593
BerganKDV Wealth Management
Minnesota
$2.04M -$189K -7,662 -9%
GIA
594
Guyasuta Investment Advisors
Pennsylvania
$2.03M -$370K -15,000 -16%
JWWM
595
Johnson & White Wealth Management
Pennsylvania
$2.03M -$2.65M -107,529 -49%
MCM
596
Maple Capital Management
Vermont
$2.02M +$33.4K +1,353 +2%
APW
597
Aurora Private Wealth
New Jersey
$1.99M -$31.2M -1,265,295 -94%
CI
598
CX Institutional
Indiana
$1.99M -$2.37K -96 -0.1%
LCM
599
Liberty Capital Management
Michigan
$1.98M +$207K +8,379 +12%
WB
600
West Bancorporation
Iowa
$1.96M +$1.28M +51,789 +198%
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