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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
126
Steward Partners Investment Advisory
New York
$15.8M +$1.01M +38,949 +7%
LIM
127
Leavell Investment Management
Alabama
$15.7M +$3.54M +136,395 +31%
REMPR
128
Roof Eidam Maycock Peralta (REMP)
California
$15.4M +$9.46M +363,999 +174%
WMR
129
Wealth Management Resources
Rhode Island
$15.4M +$14.9M +572,409 New
CWC
130
Carolinas Wealth Consulting
North Carolina
$15.3M +$943K +36,297 +7%
CFS
131
CRA Financial Services
New Jersey
$15.1M +$1.6M +61,503 +12%
MSA
132
McAlister Sweet & Associates
Texas
$14.9M +$14.4M +554,520 New
NEPWA
133
New England Private Wealth Advisors
Massachusetts
$14.7M +$1.31M +50,460 +10%
PCM
134
Presidio Capital Management
California
$14.2M +$13.7M +526,047 New
FT
135
Fiduciary Trust
Massachusetts
$14M +$1.18M +45,333 +10%
MCM
136
Mendel Capital Management
Arkansas
$13.7M +$13.2M +508,110 New
SCP
137
Shorepoint Capital Partners
Massachusetts
$13.5M -$289K -11,139 -2%
FCAS
138
First Command Advisory Services
Texas
$13.4M +$2.15M +82,767 +20%
FNC
139
First National Corp
Massachusetts
$13.4M +$710K +27,345 +6%
SPC
140
Sigma Planning Corp
Michigan
$13.4M +$1.82M +69,927 +16%
AWA
141
Acorn Wealth Advisors
Michigan
$13M +$458K +17,646 +4%
APA
142
American Portfolios Advisors
New York
$12.9M +$1.23M +47,253 +11%
BC
143
Burleson & Co
California
$12.8M +$398K +15,315 +3%
BEAM
144
Baker Ellis Asset Management
Washington
$12.8M +$1.12M +43,017 +10%
SHJ
145
Sharkey, Howes & Javer
Colorado
$12.7M -$181K -6,972 -1%
BWM
146
BCS Wealth Management
Tennessee
$12.6M +$178K +6,846 +1%
PWMAG
147
Pinnacle Wealth Management Advisory Group
New Jersey
$12.3M +$2.65M +101,946 +29%
CAN
148
Cetera Advisor Networks
California
$12.2M +$6.27M +241,449 +114%
PA
149
PFG Advisors
Arizona
$12.2M +$1.39M +53,619 +13%
RIA
150
Regal Investment Advisors
Michigan
$12M +$430K +16,560 +4%
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