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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1126
WealthSource Partners
California
$252K +$258K +10,326 New
SWA
1127
SFMG Wealth Advisors
Texas
$252K +$258K +10,323 New
BFA
1128
Bragg Financial Advisors
North Carolina
$251K – – –
SA
1129
Strategic Advisors
New York
$250K -$22.6K -903 -8%
DC
1130
Darrow Company
Massachusetts
$250K -$24.6K -984 -9%
KFA
1131
Kelleher Financial Advisors
New York
$247K +$254K +10,140 New
LFG
1132
Lockerman Financial Group
California
$247K +$16.1K +645 +7%
MF
1133
Manchester Financial
California
$246K -$6.75K -270 -3%
CPC
1134
Consolidated Planning Corp
Georgia
$246K – – –
GT
1135
Greenleaf Trust
Michigan
$245K +$48.8K +1,950 +24%
WA
1136
Waterford Advisors
New York
$244K – – –
DIP
1137
DT Investment Partners
Pennsylvania
$243K -$20M -801,564 -99%
IWA
1138
Intercontinental Wealth Advisors
Texas
$241K – – –
AIP
1139
Almanack Investment Partners
Pennsylvania
$240K -$206K -8,241 -46%
HIP
1140
HUB Investment Partners
Texas
$238K +$244K +9,765 New
RWRC
1141
R.W. Roge & Company
New York
$238K -$52.4K -2,094 -18%
GC
1142
GFG Capital
Florida
$237K +$1.13K +45 +0.5%
BA
1143
Bridge Advisory
California
$237K -$152K -6,081 -39%
AIM
1144
Aspen Investment Management
Michigan
$236K +$375 +15 +0.2%
CC
1145
Cadinha & Co
Hawaii
$234K – – –
AIC
1146
Archer Investment Corporation
Indiana
$234K -$16.7K -669 -7%
CA
1147
Claro Advisors
Massachusetts
$232K +$150 +6 +0.1%
QCM
1148
Quantinno Capital Management
New York
$232K – – –
TWC
1149
TD Waterhouse Canada
Ontario, Canada
$231K +$112K +4,464 +93%
BWFA
1150
Baltimore-Washington Financial Advisors
Maryland
$231K +$525 +21 +0.2%
44 45
46
47 48