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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1176
BDO Wealth Advisors
Florida
$143K +$963 +39 +0.7%
GWS
1177
Glassman Wealth Services
Virginia
$140K +$4.67K +189 +4%
SFC
1178
SYM Financial Corp
Indiana
$137K -$3.92K -159 -3%
HFS
1179
HBC Financial Services
Washington
$136K – – –
BTI
1180
Blue Trust Inc
Georgia
$133K +$105K +4,260 +242%
SSG
1181
Summit Securities Group
New York
$128K -$7.41K -300 -6%
TWC
1182
TD Waterhouse Canada
Ontario, Canada
$125K +$76.1K +3,084 +178%
CIR
1183
Clear Investment Research
Georgia
$122K -$2.67K -108 -2%
MPWT
1184
MassMutual Private Wealth & Trust
Connecticut
$114K -$1.21M -49,176 -92%
VCM
1185
Vigilant Capital Management
Maine
$114K -$42.1K -1,704 -27%
HDIM
1186
Hanson & Doremus Investment Management
Vermont
$112K +$66.6K +2,697 +154%
CG
1187
Cutler Group
California
$112K +$111K +4,479 New
RBC
1188
Roble Belko & Company
Pennsylvania
$111K – – –
CMP
1189
Coston McIsaac & Partners
Maine
$111K +$1.41K +57 +1%
HR
1190
Howe & Rusling
New York
$108K +$34.3K +1,389 +48%
PWMG
1191
Prestige Wealth Management Group
New Jersey
$106K – – –
LFG
1192
Larson Financial Group
Missouri
$104K +$666 +27 +0.7%
TRCT
1193
Tower Research Capital (TRC)
New York
$104K +$102K +4,146 New
ACA
1194
Aptus Capital Advisors
Alabama
$102K +$5.7K +231 +6%
RTL
1195
Red Tortoise LLC
Georgia
$101K +$99.2K +4,017 New
EWM
1196
Evermay Wealth Management
Virginia
$98.5K +$2.15K +87 +2%
BA
1197
Ballast Advisors
Minnesota
$95.2K – – –
FCA
1198
Fortis Capital Advisors
Kansas
$90.8K +$88.9K +3,603 New
CAM
1199
Costello Asset Management
Pennsylvania
$88.8K -$11K -447 -11%
AFS
1200
Annapolis Financial Services
Maryland
$83.5K – – –
46 47
48
49 50