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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
701
Argus Investors Counsel
New York
$310K – – –
IWC
702
Integrated Wealth Concepts
Massachusetts
$307K +$308K +12,186 New
LWA
703
LWS Wealth Advisors
New Jersey
$306K +$1.21K +48 +0.4%
DAM
704
Delta Asset Management
Tennessee
$305K -$10.5K -417 -3%
FA
705
Faithward Advisors
Pennsylvania
$302K +$292K +11,553 +2,771%
GW
706
GW & Wade
Massachusetts
$297K +$45.4K +1,800 +18%
OFG
707
Omega Financial Group
California
$296K +$2.12K +84 +0.7%
PP
708
Patten & Patten
Tennessee
$295K – – –
TC
709
Tenret Company
Florida
$295K +$296K +11,718 New
SFA
710
Seneca Financial Advisors
New York
$294K -$83K -3,288 -22%
FHC
711
First Heartland Consultants
Missouri
$292K -$9.16K -363 -3%
RZH
712
Relyea Zuckerberg Hanson
Connecticut
$290K – – –
AFA
713
American Financial Advisors
Georgia
$289K +$7.73K +306 +3%
AIP
714
Almanack Investment Partners
Pennsylvania
$288K -$9.61M -380,712 -97%
NSIM
715
North Star Investment Management
Illinois
$286K +$227 +9 +0.1%
CG
716
Corundum Group
Colorado
$283K – – –
RRC
717
Relaxing Retirement Coach
Massachusetts
$282K – – –
HCIA
718
Hochman Cole Investment Advisors
Illinois
$282K +$15.1K +600 +6%
SP
719
Successful Portfolios
Florida
$281K +$2.95K +117 +1%
PFM
720
Parsec Financial Management
North Carolina
$280K – – –
PCM
721
Palouse Capital Management
Washington
$277K +$47.5K +1,881 +21%
RBFC
722
Roman Butler Fullerton & Co
Missouri
$277K +$278K +10,992 New
PA
723
Perennial Advisors
New York
$275K +$985 +39 +0.4%
1SB
724
1ST Source Bank
Indiana
$274K – – –
DI
725
Disciplined Investments
Oklahoma
$273K +$1.89K +75 +0.7%
27 28
29
30 31