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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1351
Sax Wealth Advisors
New Jersey
$216K -$364K -13,980 -63%
PHIC
1352
Pine Haven Investment Counsel
Massachusetts
$214K +$7.18K +276 +3%
KDA
1353
Kraft Davis & Associates
Missouri
$214K +$203K +7,797 New
BWG
1354
Berry Wealth Group
Texas
$214K -$3.76M -144,429 -95%
TWC
1355
TD Waterhouse Canada
Ontario, Canada
$214K -$201K -7,722 -48%
SSWM
1356
Smith Salley Wealth Management
North Carolina
$212K +$13.1K +504 +7%
CWM
1357
Calamos Wealth Management
Illinois
$212K -$70.8K -2,721 -25%
LSA
1358
Lansing Street Advisors
Pennsylvania
$212K – – –
ITB
1359
Idaho Trust Bank
Idaho
$211K +$212K +8,154 New
SFG
1360
Sovereign Financial Group
Connecticut
$211K – – –
UB
1361
UMB Bank
Missouri
$210K – – –
TB
1362
Treynor Bancshares
Iowa
$210K -$19.1K -732 -8%
TVAMP
1363
Tennessee Valley Asset Management Partners
Tennessee
$209K +$210K +8,058 New
BP
1364
BBR Partners
New York
$209K +$210K +8,049 New
WWMSC
1365
Wagner Wealth Management (South Carolina)
South Carolina
$208K +$10K +384 +5%
SAMT
1366
Select Asset Management & Trust
Pennsylvania
$208K – – –
LWM
1367
Laidlaw Wealth Management
New York
$208K +$209K +8,013 New
GF
1368
Gimbal Financial
Indiana
$207K – – –
SFG
1369
Synergy Financial Group
California
$207K -$2.97K -114 -1%
GWANC
1370
Guardian Wealth Advisors (North Carolina)
North Carolina
$206K -$26.3K -1,011 -11%
BCP
1371
Blue Chip Partners
Michigan
$205K -$22K -846 -10%
PFM
1372
Peak Financial Management
Massachusetts
$205K – – –
BWP
1373
BSW Wealth Partners
Colorado
$205K – – –
WTA
1374
Washington Trust Advisors
Massachusetts
$204K +$196K +7,512 +2,003%
AIA
1375
Allied Investment Advisors
Montana
$204K – – –
53 54
55
56 57