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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
AIMC
1026
Alley Investment Management Company
Illinois
$385K -$21.4K -855 -5%
SSB
1027
Sandy Spring Bank
Maryland
$385K -$4.88K -195 -1%
BKA
1028
Brick & Kyle Associates
Pennsylvania
$383K +$750 +30 +0.2%
DSC
1029
Duncker Streett & Co
Missouri
$381K +$150 +6 +0%
CWM
1030
Castle Wealth Management
Florida
$378K -$73.7K -2,946 -16%
1SB
1031
1ST Source Bank
Indiana
$378K – – –
WAL
1032
W Advisors LLC
Tennessee
$376K +$178K +7,113 +86%
VC
1033
Vicus Capital
Pennsylvania
$373K +$173K +6,921 +82%
MWP
1034
Madison Wealth Partners
Wisconsin
$372K +$1.27K +51 +0.3%
V
1035
ViaWealth
Kansas
$368K +$1.27K +51 +0.3%
AFG
1036
Alterity Financial Group
Maine
$364K +$25.8K +1,032 +7%
HI
1037
Hendershot Investments
Virginia
$363K +$2.02K +81 +0.5%
AAS
1038
Annex Advisory Services
Wisconsin
$363K +$372K +14,871 New
SF
1039
Synovus Financial
Georgia
$362K +$66.7K +2,667 +22%
BB
1040
Bell Bank
North Dakota
$361K -$550K -21,981 -60%
IP
1041
Ignite Planners
California
$361K +$137K +5,478 +59%
LNWWM
1042
Laird Norton Wetherby Wealth Management
California
$359K -$72.7K -2,907 -16%
GAM
1043
Gotham Asset Management
New York
$358K +$160K +6,399 +77%
MWM
1044
Modera Wealth Management
New Jersey
$354K -$2.02K -81 -0.6%
CW
1045
Connectus Wealth
Ohio
$353K +$19.1K +762 +6%
GAM
1046
Grandview Asset Management
Pennsylvania
$352K -$29.6K -1,185 -8%
GHA
1047
GW Henssler & Associates
Georgia
$351K +$13.8K +552 +4%
IWP
1048
Insight Wealth Partners
Texas
$350K – – –
WFA
1049
West Financial Advisors
Iowa
$348K +$51.8K +2,070 +17%
FWM
1050
Finer Wealth Management
Massachusetts
$346K -$22.6K -903 -6%
40 41
42
43 44