We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
126
United Capital Financial Advisors
Texas
$18.2M +$222K +8,730 +1%
RA
127
RFG Advisory
Alabama
$18.1M +$9.21M +362,154 +99%
AFP
128
Ausdal Financial Partners
Iowa
$17.5M +$1.09M +42,717 +6%
IAN
129
Integrated Advisors Network
Texas
$17.5M -$11.9M -468,708 -39%
VVP
130
Venture Visionary Partners
Ohio
$17.3M +$1.07M +41,880 +6%
PWMAG
131
Pinnacle Wealth Management Advisory Group
New Jersey
$17.2M +$1.99M +78,384 +12%
CWC
132
Carolinas Wealth Consulting
North Carolina
$16.7M +$2.05M +80,628 +13%
KWM
133
KerberRose Wealth Management
Wisconsin
$16.5M +$17.6M +692,358 New
SPIA
134
Steward Partners Investment Advisory
New York
$16.3M +$344K +13,503 +2%
WIC
135
Whitegate Investment Counselors
New Hampshire
$16.2M +$431K +16,950 +3%
REMPR
136
Roof Eidam Maycock Peralta (REMP)
California
$16.1M +$204K +8,019 +1%
WMS
137
Wealth Management Solutions
Pennsylvania
$15.9M +$5.83M +229,284 +52%
NDSI
138
Newman Dignan & Sheerar Inc
Rhode Island
$15.9M -$160K -6,276 -0.9%
FGG
139
Financial Guidance Group
Florida
$15.9M +$1.34M +52,869 +9%
CFS
140
CRA Financial Services
New Jersey
$15.5M +$996K +39,159 +6%
IA
141
IFP Advisors
Florida
$15.4M – – –
MNG
142
Manning & Napier Group
New York
$15.3M – – –
BFG
143
Berger Financial Group
Minnesota
$15.3M +$4.26M +167,376 +35%
NFG
144
Northeast Financial Group
Pennsylvania
$15.3M +$305K +12,000 +2%
WMR
145
Wealth Management Resources
Rhode Island
$15.1M +$1.1M +43,083 +7%
MAP
146
Milestone Advisory Partners
North Carolina
$15.1M +$217K +8,547 +1%
PMG
147
ProVise Management Group
Florida
$15M -$552K -21,702 -3%
CAG
148
Csenge Advisory Group
Florida
$14.9M +$3.22M +126,387 +25%
IPW
149
Intergy Private Wealth
Colorado
$14.7M +$1.26M +49,647 +9%
CAP
150
Columbia Advisory Partners
Washington
$14.6M -$159K -6,237 -1%
4 5
6
7 8