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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
T
1126
Tidemark
California
$479K +$78 +3 +0%
SCTC
1127
Sanibel Captiva Trust Company
Florida
$478K +$460K +17,799 New
CSI
1128
Cross Staff Investments
New York
$475K -$2.71K -105 -0.6%
FA
1129
Fiducient Advisors
Illinois
$473K +$455K +17,610 New
CA
1130
CGN Advisors
Kansas
$470K +$58.9K +2,280 +15%
QCM
1131
Quantinno Capital Management
New York
$470K +$146K +5,664 +48%
ALWM
1132
Andrews Lucia Wealth Management
California
$466K -$74.1K -2,868 -14%
FA
1133
FC Advisory
Pennsylvania
$462K -$90.4K -3,498 -17%
AFG
1134
Arkansas Financial Group
Arkansas
$459K +$853 +33 +0.2%
VCM
1135
Virtue Capital Management
Tennessee
$453K +$454K +17,571 New
HR
1136
Howe & Rusling
New York
$451K +$365K +14,136 +531%
CWA
1137
CM Wealth Advisors
Ohio
$451K +$39.2K +1,518 +10%
BWM
1138
BKM Wealth Management
Wisconsin
$449K +$16.7K +645 +4%
OL
1139
Owen LaRue
Kentucky
$447K -$89.7K -3,471 -17%
PCS
1140
Private Client Services
Kentucky
$443K -$14.7K -570 -3%
PK
1141
Pflug Koory
Nebraska
$439K -$22.1K -855 -5%
SA
1142
SpiderRock Advisors
Delaware
$438K +$431K +16,692 New
FNBT
1143
FineMark National Bank & Trust
Florida
$437K +$43.4K +1,680 +12%
OPWM
1144
Oxinas Partners Wealth Management
Indiana
$437K -$83.9K -3,249 -17%
LFA
1145
Legacy Financial Advisors
Kentucky
$436K -$11.9K -462 -3%
GWM
1146
GSB Wealth Management
Connecticut
$436K +$9.22K +357 +2%
MWM
1147
Merriman Wealth Management
Washington
$434K +$81.1K +3,138 +24%
WHG
1148
Westwood Holdings Group
Texas
$434K – – –
LWM
1149
Lodestone Wealth Management
Washington
$434K +$10.9K +423 +3%
TWC
1150
TD Waterhouse Canada
Ontario, Canada
$431K -$160K -6,177 -28%
44 45
46
47 48