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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBT
1126
FineMark National Bank & Trust
Florida
$680K – – –
CWM
1127
Centricity Wealth Management
Ohio
$678K -$110K -4,230 -14%
FSA
1128
Fort Sheridan Advisors
Illinois
$677K +$230K +8,809 +53%
KFI
1129
Key Financial Inc
Pennsylvania
$672K +$7.89K +302 +1%
ORC
1130
O'Rourke & Company
Massachusetts
$670K +$46.8K +1,791 +8%
SHJ
1131
Sharkey, Howes & Javer
Colorado
$670K +$26.6K +1,017 +4%
PS
1132
Planned Solutions
California
$669K +$6.84K +262 +1%
LAIC
1133
Lederer & Associates Investment Counsel
California
$667K +$9.79K +375 +2%
FCH
1134
Freestone Capital Holdings
Washington
$664K -$71.7K -2,745 -10%
ACA
1135
American Capital Advisory
Idaho
$662K +$167K +6,391 +34%
FFM
1136
Forum Financial Management
Illinois
$659K +$57.9K +2,218 +10%
TC
1137
Trilogy Capital
California
$658K +$48.2K +1,846 +8%
LF
1138
LifePlan Financial
Minnesota
$657K +$22.9K +875 +4%
FIG
1139
FSA Investment Group
Florida
$657K +$9.48K +363 +1%
MSA
1140
McAlister Sweet & Associates
Texas
$656K -$39K -1,494 -6%
KFP
1141
KMG Fiduciary Partners
Ohio
$655K -$66K -2,528 -9%
JFGIW
1142
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$654K – – –
GWP
1143
Gateway Wealth Partners
Wisconsin
$651K +$305K +11,675 +91%
CA
1144
CGN Advisors
Kansas
$647K +$67.2K +2,574 +12%
NSG
1145
Nalls Sherbakoff Group
Tennessee
$644K +$54.5K +2,085 +9%
AP
1146
Appleton Partners
Massachusetts
$644K -$1.31K -50 -0.2%
HGA
1147
Hobbs Group Advisors
South Carolina
$642K -$1.53M -58,429 -71%
BCMLT
1148
Beacon Capital Management LLC (Tennessee)
Tennessee
$639K -$64.2K -2,459 -9%
DWMS
1149
Dominguez Wealth Management Solutions
Virginia
$638K +$4.83K +185 +0.8%
CC
1150
Cypress Capital
Tennessee
$637K -$6.19K -237 -1%
44 45
46
47 48