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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
1926
D'Orazio & Associates
Virginia
$200K -$26.1K -824 -12%
VBFP
1927
Valtinson Bruner Financial Planning
Minnesota
$200K +$200K +6,313 New
WS
1928
Wilian Securities
Minnesota
$200K +$200K +6,309 New
VL
1929
Vima LLC
Michigan
$197K +$197K +6,210 New
IAAG
1930
Innovative Asset Advisors Group
Connecticut
$197K +$41.3K +1,303 +27%
CWM
1931
Consultiva Wealth Management
Puerto Rico
$197K +$197K +6,200 New
UCB
1932
United Community Bank
South Carolina
$196K -$30.2K -952 -13%
MCA
1933
Maryland Capital Advisors
Maryland
$195K +$195K +6,141 New
ANBT
1934
American National Bank & Trust
Texas
$190K +$190K +6,000 New
DF
1935
Dunhill Financial
United Kingdom
$189K -$32 -1 -0%
WFA
1936
West Financial Advisors
Iowa
$188K +$8.72K +275 +5%
BWM
1937
Bullock Wealth Management
Indiana
$180K +$3.11K +98 +2%
KFG
1938
Kingdom Financial Group
Arizona
$179K +$190 +6 +0.1%
DF
1939
DecisionPoint Financial
Arizona
$173K +$31.2K +984 +22%
AAG
1940
Accordant Advisory Group
Maryland
$170K – – –
SHIM
1941
Stone House Investment Management
Pennsylvania
$169K +$698 +22 +0.4%
FDCDDQ
1942
Federation des caisses Desjardins du Quebec
Quebec, Canada
$169K -$16.8K -529 -9%
ZI
1943
ZEGA Investments
Florida
$165K +$165K +5,203 New
RP
1944
Rice Partnership
Hawaii
$164K – – –
CH
1945
CDKV Holdings
Colorado
$162K – – –
FFG
1946
Forum Finance Group
$161K +$200K +6,289 New
IFWM
1947
Institute for Wealth Management
Colorado
$161K -$754K -23,763 -82%
WA
1948
Westfuller Advisors
New York
$155K +$1.21K +38 +0.8%
PNC
1949
Park National Corp
Ohio
$154K -$181K -5,701 -54%
WAU
1950
Wellington-Altus USA
Manitoba, Canada
$150K -$18.4K -580 -11%
76 77
78
79 80