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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
701
Windham Capital Management
Massachusetts
$606K – – –
CWAF
702
Core Wealth Advisors (Florida)
Florida
$606K +$23.9K +921 +4%
HIM
703
HawsGoodwin Investment Management
Tennessee
$601K – – –
FHC
704
First Heartland Consultants
Missouri
$601K +$310K +11,919 +115%
WKWM
705
Walter & Keenan Wealth Management
Indiana
$600K -$40.9K -1,575 -7%
BOM
706
Bank of Marin
California
$596K -$283K -10,899 -33%
CAI
707
Capital Advisors Inc
Oklahoma
$586K -$145K -5,574 -20%
SAM
708
SignalPoint Asset Management
Missouri
$582K +$1.4K +54 +0.3%
PWP
709
Personal Wealth Partners
Minnesota
$581K +$1.17K +45 +0.2%
DWT
710
Dorsey & Whitney Trust
South Dakota
$579K -$3.43K -132 -0.6%
MGIA
711
Moneta Group Investment Advisors
Missouri
$579K +$102K +3,912 +22%
BWIA
712
Bryant Woods Investment Advisors
New York
$579K +$558K +21,477 New
SFM
713
Signet Financial Management
New Jersey
$576K -$148K -5,697 -21%
CFG
714
Cooper Financial Group
California
$576K +$3.66K +141 +0.7%
SL
715
Salomon & Ludwin
Virginia
$573K – – –
SWP
716
Summit Wealth Partners
Florida
$573K +$153K +5,877 +38%
IAG
717
Investment Advisory Group
Massachusetts
$560K +$557K +21,438 New
MCWS
718
McKinley Carter Wealth Services
West Virginia
$556K -$449K -17,283 -46%
BCP
719
Blue Chip Partners
Michigan
$555K +$4.29K +165 +0.8%
AA
720
Advisory Alpha
Michigan
$553K +$533K +20,529 New
GAM
721
Grandview Asset Management
Pennsylvania
$553K +$533K +20,535 New
ARC
722
Advisor Resource Council
Texas
$546K +$527K +20,280 New
RI
723
Ridgewood Investments
New Jersey
$544K – – –
RCM
724
Rain Capital Management
Oregon
$542K -$50K -1,926 -9%
CT
725
Caldwell Trust
Florida
$535K -$5.46K -210 -1%
27 28
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30 31