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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMA
1126
Heritage Wealth Management (Arizona)
Arizona
$19K +$18.5K +705 New
JGIA
1127
Jackson Grant Investment Advisers
Connecticut
$18K +$79 +3 +0.5%
NDSI
1128
Newman Dignan & Sheerar Inc
Rhode Island
$17.7K +$67.8K +2,589 +0.4%
SIAP
1129
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$17K – – –
PA
1130
PSI Advisors
Florida
$17K +$79 +3 +0.5%
ASBI
1131
American State Bank (Iowa)
Iowa
$16.8K – – –
DB
1132
Dravo Bay
Delaware
$16.3K +$16.2K +618 New
OSAM
1133
O'Shaughnessy Asset Management
Connecticut
$16K +$16.2K +618 New
BWL
1134
Bogart Wealth LLC
Virginia
$13K – – –
RDIA
1135
RE Dickinson Investment Advisors
Iowa
$13K +$628 +24 +5%
SWM
1136
Selective Wealth Management
Virginia
$12K +$11.8K +450 New
CCM
1137
Covington Capital Management
California
$11K – – –
LB
1138
Legacy Bridge
Iowa
$11K – – –
CSB
1139
City State Bank
Iowa
$10K – – –
WB
1140
West Bancorporation
Iowa
$10K – – –
MA
1141
MCF Advisors
Kentucky
$10K +$9.58K +366 New
AWM
1142
AllSquare Wealth Management
New York
$10K +$10.4K +399 New
DTIM
1143
Danda Trouve Investment Management
Kansas
$8K – – –
WFA
1144
WestHill Financial Advisors
California
$8K – – –
IFAM
1145
Institutional & Family Asset Management
Colorado
$7K – – –
MW
1146
Milestone Wealth
New York
$7K – – –
NG
1147
NWK Group
California
$7K – – –
CPA
1148
Cardiff Park Advisors
California
$7K +$79 +3 +1%
S
1149
Surevest
California
$6K +$6.36K +243 New
IWP
1150
IAG Wealth Partners
Wisconsin
$5K – – –
44 45
46
47 48