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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
126
Carolinas Wealth Consulting
North Carolina
$22.9M +$3.4M +137,946 +18%
JIC
127
JRM Investment Counsel
Nebraska
$22.5M +$916K +37,104 +4%
CH
128
CVS Health
Rhode Island
$22.4M – – –
HCM
129
Hengehold Capital Management
Ohio
$22.2M -$42.4K -1,716 -0.2%
AFA
130
AllGen Financial Advisors
Florida
$22.1M -$477K -19,314 -2%
SPIA
131
Steward Partners Investment Advisory
New York
$22.1M +$2.51M +101,859 +13%
PWMAG
132
Pinnacle Wealth Management Advisory Group
New Jersey
$22M +$1.95M +78,858 +10%
VVP
133
Venture Visionary Partners
Ohio
$21.7M +$2.24M +90,792 +12%
CWM
134
Cedar Wealth Management
California
$21.7M +$12.6M +509,379 +144%
OWM
135
Olympus Wealth Management
Utah
$21.5M -$11.1M -449,619 -34%
AFP
136
Ausdal Financial Partners
Iowa
$21.1M +$1.54M +62,211 +8%
LS
137
Leelyn Smith
Illinois
$21M +$2.76M +111,720 +15%
EH
138
Equitable Holdings
New York
$21M +$5.48M +221,946 +36%
IWC
139
Integrated Wealth Concepts
Massachusetts
$20.8M +$4.6M +186,282 +29%
CA
140
Capital Advantage
California
$20.8M -$1.02M -41,487 -5%
DIP
141
DT Investment Partners
Pennsylvania
$20.4M -$299K -12,114 -1%
VNA
142
Valley National Advisers
Pennsylvania
$20.4M +$4.78M +193,671 +33%
LNC
143
Lincoln National Corp
Pennsylvania
$20M +$10.9M +441,204 +125%
CFS
144
CRA Financial Services
New Jersey
$19.7M +$2.42M +97,881 +14%
WFS
145
Walker Financial Services
Kentucky
$19.4M -$783K -31,716 -4%
IIC
146
Integrated Investment Consultants
Michigan
$19.2M +$5.8M +235,044 +44%
SCA
147
Snowden Capital Advisors
New York
$19.1M -$29.4K -1,191 -0.2%
ACA
148
Aspire Capital Advisors
Washington
$19.1M +$12.9M +523,407 +223%
REMPR
149
Roof Eidam Maycock Peralta (REMP)
California
$18.9M +$1.34M +54,327 +8%
CWM
150
CCG Wealth Management
California
$18.9M +$372K +15,090 +2%
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