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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CIS
1451
Continental Investors Services
Washington
$202K -$32.7K -1,200 -14%
BB
1452
Bell Bank
North Dakota
$202K +$195K +7,164 New
FA
1453
Faithward Advisors
Pennsylvania
$202K -$744K -27,312 -79%
NG
1454
Norden Group
Utah
$201K -$228K -8,376 -54%
EWA
1455
Etesian Wealth Advisors
Oregon
$201K +$194K +7,119 New
IWS
1456
Insight Wealth Strategies
California
$200K +$194K +7,110 New
AC
1457
Apella Capital
Connecticut
$200K -$22.6K -831 -10%
HWA
1458
HCR Wealth Advisors
California
$200K +$193K +7,098 New
TIM
1459
Tortoise Investment Management
New York
$200K – – –
CB
1460
CNB Bank
Pennsylvania
$197K -$65.3K -2,397 -26%
TIAAOA
1461
Teachers Insurance & Annuity Association of America
New York
$196K +$190K +6,972 New
PCA
1462
Providence Capital Advisors
North Carolina
$194K – – –
1IA
1463
1620 Investment Advisors
Massachusetts
$190K +$82 +3 +0%
JPWM
1464
Jamison Private Wealth Management
Georgia
$187K +$55.7K +2,046 +44%
HFS
1465
HBC Financial Services
Washington
$187K +$431K +15,810 +300%
ABWM
1466
Alpine Bank Wealth Management
Colorado
$187K +$181K +6,636 New
GWS
1467
Glassman Wealth Services
Virginia
$186K +$11.4K +417 +7%
HI
1468
Hendershot Investments
Virginia
$182K – – –
LFA
1469
LGT Financial Advisors
Texas
$177K -$185K -6,774 -52%
RI
1470
Ridgewood Investments
New Jersey
$171K -$4.5K -165 -3%
AAG
1471
Accordant Advisory Group
Maryland
$171K +$2.04K +75 +1%
RBC
1472
Roble Belko & Company
Pennsylvania
$168K +$2.94K +108 +2%
WSFS
1473
Wilmington Savings Fund Society
Delaware
$163K +$157K +5,772 New
LOIP
1474
Live Oak Investment Partners
Texas
$161K – – –
CIR
1475
Clear Investment Research
Georgia
$146K – – –
57 58
59
60 61