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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
626
Ellevest Inc
New York
$378K +$1.5K +66 +0.4%
SEP
627
Southland Equity Partners
Missouri
$372K -$2.18K -96 -0.6%
AWA
628
Arete Wealth Advisors
Illinois
$370K +$2.05K +90 +0.6%
DC
629
Davenport & Co
Virginia
$369K +$345K +15,168 New
BAM
630
Barrett Asset Management
New York
$368K – – –
SWM
631
Soundmark Wealth Management
Washington
$366K +$7.37K +324 +2%
CCA
632
Checchi Capital Advisers
California
$365K – – –
KFGK
633
Keystone Financial Group (Kentucky)
Kentucky
$364K +$68 +3 +0%
SFA
634
Seneca Financial Advisors
New York
$363K -$106K -4,653 -24%
IWP
635
Insight Wealth Partners
Texas
$358K +$335K +14,730 New
IIC
636
Ironwood Investment Counsel
Arizona
$354K -$70.2K -3,087 -17%
WFA
637
West Financial Advisors
Iowa
$354K -$33.6K -1,476 -9%
FSA
638
Financial Sense Advisors
California
$349K -$62K -2,724 -16%
LBC
639
Lowe Brockenbrough & Co
Virginia
$349K +$5.19K +228 +2%
EWF
640
Epstein & White Financial
California
$347K +$68 +3 +0%
HIC
641
Holderness Investments Company
North Carolina
$340K – – –
AW
642
ACG Wealth
Georgia
$339K +$1.02K +45 +0.3%
SWA
643
Sutton Wealth Advisors
Florida
$338K – – –
SAM
644
Synergy Asset Management
Washington
$334K +$313K +13,752 New
KFI
645
Key Financial Inc
Pennsylvania
$331K +$296K +13,005 +2,178%
JCM
646
Jacobi Capital Management
Pennsylvania
$327K +$8.32K +366 +3%
OWP
647
Obermeyer Wealth Partners
Colorado
$326K – – –
MHR
648
Matthew Hamilton Rosenberg
$315K – – –
PTC
649
Private Trust Company
Ohio
$315K – – –
FM
650
Foster & Motley
Ohio
$313K -$9.83K -432 -3%
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