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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
GGI
1026
Godsey & Gibb Inc
Virginia
$404K -$55.9K -2,277 -12%
WAL
1027
W Advisors LLC
Tennessee
$400K +$38.4K +1,563 +10%
CAM
1028
Clark Asset Management
New Hampshire
$400K – – –
IP
1029
Ignite Planners
California
$399K +$69.1K +2,817 +19%
CC
1030
Commons Capital
Massachusetts
$397K +$147 +6 +0%
SWA
1031
Sax Wealth Advisors
New Jersey
$397K +$413K +16,815 New
RI
1032
Ridgewood Investments
New Jersey
$395K -$8.83K -360 -2%
IC
1033
IEQ Capital
California
$393K -$532K -21,696 -57%
CA
1034
Carson Advisory
Georgia
$389K -$68.2K -2,781 -14%
IIC
1035
Ironwood Investment Counsel
Arizona
$389K -$4.86K -198 -1%
ESB
1036
Essex Savings Bank
Connecticut
$384K -$189K -7,701 -32%
RZH
1037
Relyea Zuckerberg Hanson
Connecticut
$383K +$72.7K +2,964 +22%
SFM
1038
Signet Financial Management
New Jersey
$383K -$41K -1,671 -9%
WHG
1039
Westwood Holdings Group
Texas
$381K +$397K +16,164 New
BFC
1040
Bedel Financial Consulting
Indiana
$381K +$74 +3 +0%
AIMC
1041
Alley Investment Management Company
Illinois
$380K +$4.79K +195 +1%
OWP
1042
Obermeyer Wealth Partners
Colorado
$379K +$126K +5,145 +47%
NP
1043
NorthRock Partners
Minnesota
$374K -$11K -447 -3%
SWMG
1044
Sanchez Wealth Management Group
Florida
$373K – – –
CWA
1045
CM Wealth Advisors
Ohio
$372K +$387K +15,783 New
DSC
1046
Duncker Streett & Co
Missouri
$372K +$221 +9 +0.1%
1SB
1047
1ST Source Bank
Indiana
$369K – – –
DI
1048
Disciplined Investments
Oklahoma
$368K +$6.92K +282 +2%
GWM
1049
GSB Wealth Management
Connecticut
$367K +$7.14K +291 +2%
OFG
1050
Omega Financial Group
California
$364K -$26.3K -1,071 -6%
40 41
42
43 44