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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
I2I
801
Insight 2811 Inc
Illinois
$493K +$15.7K +645 +3%
MPW
802
MGO Private Wealth
California
$490K +$538K +22,125 New
CCA
803
Cobblestone Capital Advisors
New York
$489K -$948 -39 -0.2%
HIC
804
Holderness Investments Company
North Carolina
$485K -$114K -4,692 -18%
SIC
805
Sigma Investment Counselors
Michigan
$485K -$1.9K -78 -0.4%
IIC
806
Ironwood Investment Counsel
Arizona
$485K +$58.2K +2,394 +12%
AIA
807
Avalon Investment & Advisory
Texas
$485K +$532K +21,900 New
EWM
808
EPG Wealth Management
Georgia
$484K +$6.27K +258 +1%
SFM
809
Signet Financial Management
New Jersey
$481K +$38K +1,563 +8%
BWIA
810
Bryant Woods Investment Advisors
New York
$476K – – –
CIC
811
Carnegie Investment Counsel
Ohio
$472K +$310K +12,747 +149%
FC
812
Forte Capital
New York
$471K -$448K -18,453 -46%
AWA
813
Arete Wealth Advisors
Illinois
$470K -$449K -18,477 -47%
TPWA
814
TRUE Private Wealth Advisors
Oregon
$466K -$7.29K -300 -1%
FPAS
815
Focus Partners Advisor Solutions
Missouri
$466K +$118K +4,857 +30%
RF
816
RHS Financial
California
$466K +$206K +8,466 +67%
FPWM
817
FSB Premier Wealth Management
Iowa
$466K +$511K +21,048 New
SIMM
818
Stillwater Investment Management (Minnesota)
Minnesota
$463K +$948 +39 +0.2%
LBC
819
Lowe Brockenbrough & Co
Virginia
$462K -$200K -8,250 -28%
WA
820
Waverly Advisors
Alabama
$461K +$505K +20,805 New
IWS
821
Insight Wealth Strategies
California
$460K – – –
DWT
822
Dorsey & Whitney Trust
South Dakota
$459K -$802 -33 -0.2%
SL
823
Salomon & Ludwin
Virginia
$457K – – –
CWM
824
Collaborative Wealth Management
Florida
$450K +$146K +6,030 +42%
RI
825
Ridgewood Investments
New Jersey
$447K – – –
31 32
33
34 35