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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BCMO
326
Buckingham Capital Management (Ohio)
Ohio
$1.47M +$83.3K +4,110 +6%
NGA
327
Naples Global Advisors
Florida
$1.45M -$196K -9,645 -12%
SHA
328
Seneca House Advisors
Virginia
$1.42M +$59.1K +2,913 +5%
LDFR
329
Lehman & Derafelo Financial Resources
Pennsylvania
$1.42M +$42.6K +2,100 +3%
WIA
330
World Investment Advisors
California
$1.4M +$269K +13,281 +27%
MIAN
331
Mariner Independent Advisor Network
Kansas
$1.4M +$546K +26,907 +70%
AFA
332
Atlanta Financial Associates
Georgia
$1.39M -$12.9K -636 -1%
FC
333
Financial Consulate
Maryland
$1.38M -$90.3K -4,455 -6%
TC
334
TAP Consulting
Missouri
$1.38M +$338K +16,686 +35%
JFGIW
335
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.36M -$11.1K -546 -0.9%
SFA
336
Sequoia Financial Advisors
Ohio
$1.36M +$85.9K +4,236 +7%
GIA
337
Guyasuta Investment Advisors
Pennsylvania
$1.35M +$184K +9,057 +17%
FNBOMD
338
First National Bank of Mount Dora
Florida
$1.32M -$152K -7,500 -11%
CP
339
Capital Planning
Washington
$1.29M +$1.22M +60,150 New
MFGM
340
Marshall Financial Group (Maryland)
Maryland
$1.27M +$1.21M +59,538 New
SFG
341
Sage Financial Group
Pennsylvania
$1.26M -$24.1K -1,191 -2%
CIAS
342
Capital Investment Advisory Services
North Carolina
$1.24M +$348K +17,163 +42%
NS
343
Newman & Schimel
Illinois
$1.23M +$1.17M +57,579 New
PWP
344
Principle Wealth Partners
Connecticut
$1.23M -$15.9K -783 -1%
WFG
345
Wills Financial Group
Virginia
$1.22M -$29.5K -1,455 -2%
SMM
346
Stadion Money Management
Georgia
$1.21M – – –
BBPWM
347
Blue Bell Private Wealth Management
Pennsylvania
$1.19M -$9.92K -489 -0.9%
AWMG
348
Alliance Wealth Management Group
New Jersey
$1.19M -$61.4K -3,027 -5%
TCM
349
Towercrest Capital Management
Pennsylvania
$1.19M -$61.4K -3,027 -5%
GGI
350
GPM Growth Investors
Michigan
$1.17M +$89.4K +4,410 +9%
12 13
14
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