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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1601
Sax Wealth Advisors
New Jersey
$203K – – –
MIA
1602
MeadowBrook Investment Advisors
Michigan
$202K – – –
SAM
1603
Silvercrest Asset Management
New York
$202K +$210K +7,404 New
MAM
1604
MMA Asset Management
Pennsylvania
$201K +$2.05K +72 +1%
AWM
1605
Accel Wealth Management
Iowa
$201K +$209K +7,339 New
TWC
1606
TD Waterhouse Canada
Ontario, Canada
$200K -$739 -26 -0.4%
HFS
1607
HBC Financial Services
Washington
$195K -$399K -14,040 -67%
TIM
1608
Tortoise Investment Management
New York
$188K -$5.8K -204 -3%
HI
1609
Hendershot Investments
Virginia
$184K +$8.5K +299 +5%
WFA
1610
West Financial Advisors
Iowa
$182K -$97.1K -3,415 -34%
CB
1611
CNB Bank
Pennsylvania
$171K -$20.6K -725 -10%
RI
1612
Ridgewood Investments
New Jersey
$166K +$426 +15 +0.2%
AAG
1613
Accordant Advisory Group
Maryland
$166K – – –
RBC
1614
Roble Belko & Company
Pennsylvania
$165K +$2.1K +74 +1%
LFA
1615
LGT Financial Advisors
Texas
$161K -$10.6K -372 -6%
AIC
1616
Archer Investment Corporation
Indiana
$160K +$77.1K +2,711 +86%
TSMHT
1617
Thurston Springer Miller Herd & Titak
Indiana
$157K +$29.9K +1,050 +22%
LOIP
1618
Live Oak Investment Partners
Texas
$156K – – –
SIS
1619
Sound Income Strategies
Florida
$143K +$2.08K +73 +1%
CIR
1620
Clear Investment Research
Georgia
$142K +$540 +19 +0.4%
FFL
1621
Financial Freedom LLC
Ohio
$138K -$65.6K -2,307 -31%
EF
1622
Empowered Funds
Pennsylvania
$135K +$141K +4,955 New
CWM
1623
Crowley Wealth Management
Delaware
$134K +$139K +4,905 New
KG
1624
Kieckhefer Group
Wisconsin
$130K +$135K +4,755 New
SFGP
1625
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$130K +$135K +4,743 New
63 64
65
66 67