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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
PD
151
Planning Directions
Pennsylvania
$8.53M +$144K +5,718 +2%
HSA
152
HBK Sorce Advisory
Pennsylvania
$8.39M +$1.02M +40,266 +14%
CAG
153
Curtis Advisory Group
California
$8.37M +$1.75M +69,360 +26%
NB
154
NBT Bank
New York
$8.22M -$180K -7,122 -2%
CCP
155
Cardan Capital Partners
Colorado
$8.15M +$389K +15,417 +5%
SFG
156
SevenBridge Financial Group
Pennsylvania
$8.04M +$428K +16,932 +6%
CC
157
Claybrook Capital
Massachusetts
$8.04M +$8.06M +319,083 New
VNA
158
Valley National Advisers
Pennsylvania
$8.03M +$2.27M +89,769 +39%
CL
159
COWA LLC
Oklahoma
$8.01M +$292K +11,553 +4%
LIM
160
Leavell Investment Management
Alabama
$7.96M – – –
SEM
161
Strategic Equity Management
Arizona
$7.92M +$7.93M +314,076 New
SAM
162
Smithbridge Asset Management
Pennsylvania
$7.91M +$764K +30,258 +11%
PWMAG
163
Pinnacle Wealth Management Advisory Group
New Jersey
$7.9M +$1.34M +53,022 +20%
FNC
164
First National Corp
Massachusetts
$7.87M +$174K +6,879 +2%
RG
165
Retirement Group
California
$7.76M +$549K +21,741 +8%
TPCW
166
TD Private Client Wealth
New York
$7.73M +$3.02M +119,730 +64%
HCP
167
Holt Capital Partners
Texas
$7.6M +$228K +9,045 +3%
CBFP
168
Cedar Brook Financial Partners
Ohio
$7.57M +$1.94M +77,004 +34%
FMC
169
First Merchants Corp
Indiana
$7.54M +$708K +28,035 +10%
MAG
170
Mayfair Advisory Group
Alabama
$7.42M +$790K +31,287 +12%
EWA
171
EP Wealth Advisors
California
$7.3M -$783K -30,993 -10%
SSWM
172
Sheets Smith Wealth Management
North Carolina
$7.29M +$1.11M +44,157 +18%
RF
173
Robbins Farley
New Hampshire
$7.16M +$1.9M +75,195 +36%
FAIM
174
Financial Advocates Investment Management
Washington
$7.13M +$435K +17,226 +6%
V
175
Veritable
Delaware
$7.05M – – –
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