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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
101
Steward Partners Investment Advisory
New York
$30.8M +$11.4M +480,120 +65%
VVP
102
Venture Visionary Partners
Ohio
$30.5M +$2.47M +103,755 +9%
HI
103
Horizon Investments
North Carolina
$30M +$3.51M +147,087 +14%
NRI
104
NFP Retirement Inc
California
$29.9M +$3.83M +160,671 +16%
CPG
105
Cornerstone Planning Group
New Jersey
$29.3M +$2.99M +125,655 +12%
AWM
106
Axxcess Wealth Management
California
$29.3M -$6.77M -284,211 -20%
BFG
107
Berger Financial Group
Minnesota
$29M +$756K +31,731 +3%
TA
108
TruWealth Advisors
Louisiana
$29M +$2.09M +87,858 +8%
LS
109
Leelyn Smith
Illinois
$28.6M +$921K +38,631 +4%
SCI
110
Silver Coast Investments
United States
$28.5M +$26.8M +1,123,734 New
VDI
111
Vaughan David Investments
Illinois
$28.1M +$1.65M +69,195 +7%
NFG
112
Nadler Financial Group
Illinois
$27.6M -$854K -35,820 -3%
IWC
113
Integrated Wealth Concepts
Massachusetts
$27.4M -$45K -1,890 -0.2%
NA
114
NewEdge Advisors
Louisiana
$27.4M -$8.03M -337,038 -24%
RW
115
Regimen Wealth
Georgia
$27.2M +$5.78M +242,394 +29%
HCM
116
Hengehold Capital Management
Ohio
$27M +$158K +6,633 +0.6%
EH
117
Equitable Holdings
New York
$26.8M +$1.71M +71,586 +7%
LPAM
118
Lodestar Private Asset Management
California
$26.3M -$1.7M -71,457 -6%
SWM
119
Segment Wealth Management
Texas
$26.3M +$24.7M +1,034,520 New
HI
120
Hudock Inc
Pennsylvania
$26.2M +$1.1M +46,026 +5%
RA
121
RFG Advisory
Alabama
$25.9M +$589K +24,711 +2%
NFW
122
Noble Family Wealth
Florida
$25.8M +$533K +22,377 +2%
AFA
123
American Financial Advisors
Georgia
$25.7M +$457K +19,188 +2%
NQWM
124
Northwest Quadrant Wealth Management
Oregon
$25.5M +$1.59M +66,840 +7%
AAS
125
Asset Allocation Strategies
Michigan
$25.4M +$2.76M +116,025 +13%
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