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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
PAI
26
Pittenger & Anderson Inc
Nebraska
$15.2M -$59.8K -3,639 -0.4%
PMG
27
ProVise Management Group
Florida
$13.8M +$86.4K +5,259 +0.7%
DADC
28
D.A. Davidson & Co
Montana
$13.8M +$1.41M +85,815 +12%
GPW
29
GFS Private Wealth
Florida
$12.6M +$12.2M +741,243 New
SHJ
30
Sharkey, Howes & Javer
Colorado
$12.3M -$2.25M -136,791 -16%
WIP
31
Wellesley Investment Partners
Massachusetts
$11.8M +$28.4K +1,728 +0.2%
WIC
32
Whitegate Investment Counselors
New Hampshire
$11.5M +$185K +11,283 +2%
AG
33
Advisor Group
Arizona
$10.9M +$1.79M +109,071 +21%
UWM
34
USAdvisors Wealth Management
Minnesota
$10.7M +$10.4M +630,174 New
FSA
35
Financial Sense Advisors
California
$10.7M +$2.08M +126,582 +25%
CA
36
Capital Advantage
California
$10.5M +$116K +7,089 +1%
GWM
37
Geneos Wealth Management
Colorado
$10.3M -$52.2K -3,177 -0.5%
KFA
38
Kabarec Financial Advisors
Illinois
$10.2M +$9.87M +600,810 New
VA
39
Valmark Advisers
Ohio
$10M +$2.82M +171,630 +41%
HCM
40
Hengehold Capital Management
Ohio
$9.21M -$117K -7,095 -1%
KIA
41
KCM Investment Advisors
California
$9.12M +$277K +16,872 +3%
RJA
42
Raymond James & Associates
Florida
$9.01M +$11.8K +717 +0.1%
NDSI
43
Newman Dignan & Sheerar Inc
Rhode Island
$8.61M +$366K +22,287 +5%
SWM
44
SVA Wealth Management
Wisconsin
$8.07M +$318K +19,332 +4%
AI
45
Atria Investments
North Carolina
$8.02M +$4.19M +254,835 +118%
AWMG
46
Alliance Wealth Management Group
New Jersey
$7.99M -$3.62M -220,383 -32%
SFM
47
Signature Financial Management
Virginia
$7.89M +$813K +49,482 +12%
PA
48
Planning Alternatives
Michigan
$7.87M -$61.4K -3,738 -0.8%
KFP
49
Keystone Financial Planning
Ohio
$7.2M +$7.89K +480 +0.1%
CCP
50
Cardan Capital Partners
Colorado
$7.03M +$47.8K +2,907 +0.7%
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