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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
151
Creekmur Asset Management
Illinois
$24.6M +$663K +23,318 +3%
MAM
152
McCarthy Asset Management
California
$24.2M -$872K -30,672 -3%
FI
153
Financial Insights
Washington
$24.2M +$1.12M +39,532 +5%
SIM
154
Stratos Investment Management
Ohio
$24.1M +$5.81M +204,271 +30%
AAS
155
Asset Allocation Strategies
Michigan
$24M -$1.58M -55,460 -6%
FCAS
156
First Command Advisory Services
Texas
$23.9M +$2.75M +96,652 +12%
SFA
157
Souders Financial Advisors
Ohio
$23.9M +$428K +15,061 +2%
WMR
158
Wealth Management Resources
Rhode Island
$23.6M -$1.53M -53,789 -6%
ECML
159
Eagle Capital Management (Louisiana)
Louisiana
$23.6M +$396K +13,917 +2%
GVAG
160
Great Valley Advisor Group
Delaware
$23.3M +$2.14M +75,297 +10%
JFA
161
JNBA Financial Advisors
Minnesota
$23.1M -$170K -5,995 -0.7%
CA
162
Capital Advantage
California
$22.9M +$456K +16,032 +2%
EF
163
Elite Financial
Idaho
$22.5M +$23.4M +824,871 New
CRC
164
Curi RMB Capital
Illinois
$22.5M -$897K -31,564 -4%
TPCW
165
TD Private Client Wealth
New York
$22.3M +$437K +15,378 +2%
DWM
166
Dakota Wealth Management
Florida
$22.3M -$573K -20,147 -2%
WMWM
167
Whitaker-Myers Wealth Managers
Ohio
$22.3M +$2.64M +92,872 +13%
NDSI
168
Newman Dignan & Sheerar Inc
Rhode Island
$22M -$44M -1,547,477 -66%
KMWM
169
Keudell/Morrison Wealth Management
Oregon
$21.9M +$1.47M +51,715 +7%
IWC
170
Integrated Wealth Concepts
Massachusetts
$21.8M +$556K +19,573 +3%
LWL
171
Leo Wealth LLC
Texas
$21.7M +$2.71M +95,180 +14%
HCM
172
Hengehold Capital Management
Ohio
$21.6M -$312K -10,978 -1%
CWC
173
Carolinas Wealth Consulting
North Carolina
$21.6M -$3.27M -114,989 -13%
RIA
174
Regal Investment Advisors
Michigan
$21.4M +$1.98M +69,818 +10%
AF
175
Advisornet Financial
Minnesota
$21.4M +$1.8M +63,173 +9%
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