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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SHJ
926
Sharkey, Howes & Javer
Colorado
$898K -$373K -14,457 -30%
HKIM
927
Hayek Kallen Investment Management
Alabama
$896K +$87K +3,369 +11%
PAMG
928
Patton Albertson Miller Group
Tennessee
$896K -$747K -28,911 -46%
I
929
INVST
Indiana
$887K +$60K +2,322 +8%
CSA
930
Cottage Street Advisors
Massachusetts
$885K +$53.5K +2,070 +7%
SFG
931
Sage Financial Group
Pennsylvania
$883K -$241K -9,318 -22%
VC
932
Vicus Capital
Pennsylvania
$880K +$73.6K +2,847 +10%
KC
933
Kingfisher Capital
North Carolina
$880K -$90.3K -3,495 -10%
BC
934
Barnett & Company
Tennessee
$877K -$15.6K -603 -2%
PWMA
935
Pension & Wealth Management Advisors
Massachusetts
$875K -$7.52K -291 -0.9%
LWM
936
Lyell Wealth Management
California
$874K +$256K +9,921 +44%
ACM
937
Advance Capital Management
Michigan
$873K +$13.3K +516 +2%
WAM
938
Worth Asset Management
Texas
$863K -$634K -24,546 -43%
P
939
&Partners
Tennessee
$862K +$287K +11,091 +53%
DC
940
Darrow Company
Massachusetts
$860K +$562K +21,765 +212%
VAS
941
Valicenti Advisory Services
New York
$859K +$506K +19,590 +158%
MC
942
Miramar Capital
Illinois
$848K +$11.3K +438 +1%
CWM
943
Cornerstone Wealth Management
Missouri
$848K +$48.8K +1,890 +6%
NAS
944
NWF Advisory Services
California
$845K -$4.42K -171 -0.5%
BAWC
945
Boyce & Associates Wealth Consulting
Texas
$844K +$144K +5,586 +22%
C
946
Certuity
Florida
$843K -$27.7K -1,071 -3%
RWM
947
Rench Wealth Management
Texas
$841K +$95K +3,678 +13%
CA
948
CSM Advisors
Pennsylvania
$837K -$140K -5,400 -15%
NRA
949
NSI Retail Advisors
Pennsylvania
$837K -$140K -5,400 -15%
MWM
950
Modera Wealth Management
New Jersey
$836K -$11.6K -450 -1%
36 37
38
39 40