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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
826
Patten & Patten
Tennessee
$336K – – –
FFM
827
Forum Financial Management
Illinois
$336K +$324K +12,480 New
AIC
828
Argus Investors Counsel
New York
$335K – – –
AP
829
Appleton Partners
Massachusetts
$332K +$1.17K +45 +0.4%
AFA
830
American Financial Advisors
Georgia
$329K +$7.48K +288 +2%
GGI
831
Godsey & Gibb Inc
Virginia
$328K -$11.8K -456 -4%
SC
832
Savant Capital
Illinois
$328K – – –
GWMI
833
Guardian Wealth Management (Illinois)
Illinois
$327K +$315K +12,129 New
OFG
834
Omega Financial Group
California
$322K +$2.42K +93 +0.8%
AIM
835
Acropolis Investment Management
Missouri
$321K -$1.32K -51 -0.4%
RJT
836
Raymond James Trust
Florida
$319K +$2.96K +114 +1%
AIP
837
Almanack Investment Partners
Pennsylvania
$317K -$333K -12,834 -52%
LWA
838
LWS Wealth Advisors
New Jersey
$316K +$2.34K +90 +0.8%
9WM
839
9258 Wealth Management
Ohio
$316K +$304K +11,721 New
PFPT
840
Pinnacle Financial Partners (Tennessee)
Tennessee
$315K +$52.2K +2,010 +21%
TA
841
Trellis Advisors
Washington
$314K +$302K +11,637 New
JC
842
JB Capital
Connecticut
$314K +$24.8K +954 +9%
SP
843
Successful Portfolios
Florida
$312K +$7.79K +300 +3%
CSIC
844
Clifford Swan Investment Counsel
California
$311K +$91.6K +3,525 +44%
AWE
845
Avidian Wealth Enterprises
Texas
$311K +$300K +11,556 New
TC
846
Tenret Company
Florida
$308K -$7.09K -273 -2%
DAM
847
Delta Asset Management
Tennessee
$306K +$156 +6 +0.1%
MC
848
Moors & Cabot
Massachusetts
$306K +$47.2K +1,815 +19%
SFP
849
Sterling Financial Planning
New Jersey
$306K +$159K +6,114 +117%
RZH
850
Relyea Zuckerberg Hanson
Connecticut
$305K +$7.48K +288 +3%
32 33
34
35 36