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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
726
Strategic Financial Partners
Oregon
$211K +$197K +8,682 New
SBH
727
Segall Bryant & Hamill
Illinois
$208K -$164K -7,215 -46%
B
728
Bailard
California
$206K -$23.7K -1,044 -11%
MCM
729
MAI Capital Management
Ohio
$204K -$60.5K -2,658 -24%
PCFFS
730
Pacific Center for Financial Services
California
$204K +$1.3K +57 +0.7%
JCIA
731
Jackson Creek Investment Advisors
Colorado
$204K +$191K +8,376 New
ZCM
732
Ziegler Capital Management
Illinois
$204K +$191K +8,400 New
FA
733
Fountainhead AM
New Jersey
$203K +$190K +8,355 New
SNBOSCI
734
Security National Bank of Sioux City Iowa
Iowa
$202K +$189K +8,310 New
WWMSC
735
Wagner Wealth Management (South Carolina)
South Carolina
$200K +$38.3K +1,686 +26%
SFC
736
SYM Financial Corp
Indiana
$191K – – –
LWA
737
Lenox Wealth Advisors
New York
$190K – – –
TCOV
738
Trust Company of Vermont
Vermont
$187K – – –
AWM
739
Aberdeen Wealth Management
Illinois
$182K -$5.94K -261 -3%
WOC
740
West Oak Capital
California
$174K +$48.1K +2,115 +42%
WWM
741
Wolff Wiese Magana
California
$166K +$819 +36 +0.5%
FCA
742
FinTrust Capital Advisors
South Carolina
$165K +$30.5K +1,341 +25%
ACM
743
Allred Capital Management
Texas
$160K +$149K +6,564 New
EW
744
Element Wealth
Mississippi
$157K – – –
FPFS
745
First Personal Financial Services
North Carolina
$156K – – –
PK
746
Pflug Koory
Nebraska
$154K +$68 +3 +0%
HFS
747
HBC Financial Services
Washington
$149K – – –
RFA
748
Reilly Financial Advisors
California
$146K +$107K +4,710 +369%
DWMG
749
DB Wealth Management Group
California
$144K – – –
CCMW
750
Cypress Capital Management (Wyoming)
Wyoming
$142K – – –
28 29
30
31 32