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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWA
1601
Robinson Smith Wealth Advisors
Maine
$203K +$6.99K +246 +3%
AWM
1602
Activest Wealth Management
Florida
$203K +$64.4K +2,264 +44%
SWA
1603
Sax Wealth Advisors
New Jersey
$203K – – –
MIA
1604
MeadowBrook Investment Advisors
Michigan
$202K – – –
SAM
1605
Silvercrest Asset Management
New York
$202K +$210K +7,404 New
MAM
1606
MMA Asset Management
Pennsylvania
$201K +$2.05K +72 +1%
AWM
1607
Accel Wealth Management
Iowa
$201K +$209K +7,339 New
TWC
1608
TD Waterhouse Canada
Ontario, Canada
$200K -$739 -26 -0.4%
HFS
1609
HBC Financial Services
Washington
$195K -$399K -14,040 -67%
TIM
1610
Tortoise Investment Management
New York
$188K -$5.8K -204 -3%
HI
1611
Hendershot Investments
Virginia
$184K +$8.5K +299 +5%
WFA
1612
West Financial Advisors
Iowa
$182K -$97.1K -3,415 -34%
CB
1613
CNB Bank
Pennsylvania
$171K -$20.6K -725 -10%
BWM
1614
Bullock Wealth Management
Indiana
$170K -$18.1K -637 -9%
RI
1615
Ridgewood Investments
New Jersey
$166K +$426 +15 +0.2%
AAG
1616
Accordant Advisory Group
Maryland
$166K – – –
RBC
1617
Roble Belko & Company
Pennsylvania
$165K +$2.1K +74 +1%
LFA
1618
LGT Financial Advisors
Texas
$161K -$10.6K -372 -6%
AIC
1619
Archer Investment Corporation
Indiana
$160K +$77.1K +2,711 +86%
TSMHT
1620
Thurston Springer Miller Herd & Titak
Indiana
$157K +$29.9K +1,050 +22%
LOIP
1621
Live Oak Investment Partners
Texas
$156K – – –
SIS
1622
Sound Income Strategies
Florida
$143K +$2.08K +73 +1%
CIR
1623
Clear Investment Research
Georgia
$142K +$540 +19 +0.4%
FFL
1624
Financial Freedom LLC
Ohio
$138K -$65.6K -2,307 -31%
EF
1625
Empowered Funds
Pennsylvania
$135K +$141K +4,955 New
63 64
65
66 67