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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIM
1276
Zacks Investment Management
Illinois
$563K +$75.8K +2,788 +16%
CT
1277
Colonial Trust
South Carolina
$563K – – –
OAG
1278
Oakmont Advisory Group
New Mexico
$562K +$558K +20,504 New
CFS
1279
Commonwealth Financial Services
West Virginia
$561K -$3.92K -144 -0.7%
AT
1280
American Trust
Kentucky
$561K -$594K -21,839 -52%
UFA
1281
Unify Financial Advisors
Florida
$559K +$554K +20,389 New
ARC
1282
Advisor Resource Council
Texas
$559K +$510K +18,742 New
DS
1283
DRW Securities
Illinois
$555K +$111K +4,100 +25%
BHA
1284
Beech Hill Advisors
New York
$554K +$188K +6,900 +52%
BCP
1285
Blue Chip Partners
Michigan
$552K +$227K +8,351 +71%
CSI
1286
Cross Staff Investments
New York
$550K +$12K +441 +2%
KFA
1287
Kelleher Financial Advisors
New York
$550K – – –
CWM
1288
Centurion Wealth Management
Virginia
$549K -$6.8K -250 -1%
1WM
1289
1900 Wealth Management
Texas
$548K +$543K +19,971 New
PP
1290
Patten & Patten
Tennessee
$548K -$313K -11,524 -37%
IWM
1291
Iams Wealth Management
Nebraska
$546K +$9.03K +332 +2%
TP
1292
Tranquility Partners
Tennessee
$544K -$2.85K -105 -0.5%
CAWM
1293
Capital Advisors Wealth Management
Washington
$543K -$131K -4,817 -20%
SHJ
1294
Sharkey, Howes & Javer
Colorado
$542K -$94.1K -3,459 -15%
CICC
1295
Capital Investment Counsel (Colorado)
Colorado
$539K -$2.89M -106,160 -84%
FFC
1296
First Financial Corp
Indiana
$537K -$93.9K -3,455 -15%
BAM
1297
Berkshire Asset Management
Pennsylvania
$534K -$1.9M -69,830 -78%
PK
1298
Pflug Koory
Nebraska
$530K +$2.04K +75 +0.4%
SIC
1299
Sigma Investment Counselors
Michigan
$530K -$1.88K -69 -0.4%
FGAM
1300
Financial Gravity Asset Management
Texas
$530K +$237K +8,703 +82%
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