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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
976
Doliver Advisors
Texas
$236K – – –
MFC
977
Morris Financial Concepts
South Carolina
$236K – – –
MW
978
Marcum Wealth
Ohio
$236K +$259K +10,662 New
TC
979
TownSquare Capital
Utah
$235K -$69.4K -2,856 -21%
CW
980
Connectus Wealth
Ohio
$234K -$109K -4,488 -30%
SF
981
Synovus Financial
Georgia
$233K +$2.26K +93 +0.9%
PA
982
Perennial Advisors
New York
$232K -$15.5K -636 -6%
MWA
983
Meridian Wealth Advisors
Texas
$232K – – –
UIA
984
Ulland Investment Advisors
Minnesota
$232K – – –
GWMI
985
Guardian Wealth Management (Illinois)
Illinois
$231K -$16.7K -687 -6%
CCB
986
Cutter & Co Brokerage
Missouri
$229K +$1.75K +72 +0.7%
GWCM
987
Godshalk Welsh Capital Management
Pennsylvania
$229K +$251K +10,341 New
NFSG
988
Newbridge Financial Services Group
Florida
$228K -$4.23K -174 -2%
CPC
989
Consolidated Planning Corp
Georgia
$226K -$7.22K -297 -3%
VAS
990
Valicenti Advisory Services
New York
$225K – – –
RWA
991
Redmont Wealth Advisors
Illinois
$220K +$22.2K +915 +10%
CSIC
992
Clifford Swan Investment Counsel
California
$219K -$9.11K -375 -4%
IWA
993
Intercontinental Wealth Advisors
Texas
$219K – – –
CCM
994
Crew Capital Management
Ohio
$219K +$241K +9,900 New
FFA
995
First Foundation Advisors
California
$218K +$239K +9,825 New
MWM
996
Modera Wealth Management
New Jersey
$215K – – –
AIM
997
Aspen Investment Management
Michigan
$214K – – –
CC
998
Cadinha & Co
Hawaii
$213K – – –
RZH
999
Relyea Zuckerberg Hanson
Connecticut
$212K -$47.4K -1,950 -17%
PFA
1000
Pure Financial Advisors
California
$211K -$4.3K -177 -2%
38 39
40
41 42