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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
WIP
26
Wellesley Investment Partners
Massachusetts
$10.8M +$132K +8,643 +1%
AWMG
27
Alliance Wealth Management Group
New Jersey
$10.7M +$5.74M +375,696 +120%
WIC
28
Whitegate Investment Counselors
New Hampshire
$10.3M -$64.6K -4,227 -0.6%
TSS
29
Two Sigma Securities
New York
$9.68M +$9.17M +599,796 +2,890%
CA
30
Capital Advantage
California
$9.45M +$282K +18,447 +3%
GWM
31
Geneos Wealth Management
Colorado
$9.44M -$141K -9,213 -1%
HCM
32
Hengehold Capital Management
Ohio
$8.54M +$568K +37,116 +7%
AG
33
Advisor Group
Arizona
$8.28M +$285K +18,666 +4%
RJA
34
Raymond James & Associates
Florida
$8.22M +$229K +14,976 +3%
KIA
35
KCM Investment Advisors
California
$8.08M +$155K +10,161 +2%
FSA
36
Financial Sense Advisors
California
$7.8M +$296K +19,383 +4%
NDSI
37
Newman Dignan & Sheerar Inc
Rhode Island
$7.53M +$152K +9,966 +2%
PA
38
Planning Alternatives
Michigan
$7.26M +$116K +7,614 +2%
SWM
39
SVA Wealth Management
Wisconsin
$7.08M +$262K +17,115 +4%
KFP
40
Keystone Financial Planning
Ohio
$6.58M +$110K +7,209 +2%
VA
41
Valmark Advisers
Ohio
$6.51M +$1.08M +70,875 +20%
SFM
42
Signature Financial Management
Virginia
$6.45M +$194K +12,717 +3%
CCP
43
Cardan Capital Partners
Colorado
$6.38M -$58.6K -3,831 -0.9%
CMP
44
Courage Miller Partners
Virginia
$6.13M +$117K +7,623 +2%
UCFA
45
United Capital Financial Advisors
Texas
$5.55M -$122K -8,007 -2%
JMPWA
46
JP Morgan Private Wealth Advisors
California
$5.54M -$2.18M -142,581 -29%
NFG
47
Noven Financial Group
Colorado
$5.35M -$56K -3,663 -1%
LPT
48
Legacy Private Trust
Wisconsin
$5.22M +$169K +11,070 +3%
YMRC
49
Yorktown Management & Research Company
Virginia
$5.15M +$459K +30,000 +10%
RIA
50
Regal Investment Advisors
Michigan
$5.11M -$39.8K -2,604 -0.8%
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