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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
ACWM
176
Adams Chetwood Wealth Management
North Carolina
$10M -$726K -27,963 -7%
AF
177
Advisornet Financial
Minnesota
$9.99M -$551K -21,222 -5%
NRI
178
NFP Retirement Inc
California
$9.91M +$2.54M +97,863 +36%
FHA
179
Flagship Harbor Advisors
Massachusetts
$9.77M +$7.7M +296,427 +449%
CBFP
180
Cedar Brook Financial Partners
Ohio
$9.76M +$1.36M +52,377 +17%
CNWM
181
Clay Northam Wealth Management
California
$9.74M +$9.4M +361,671 New
CAG
182
Compass Advisory Group
New York
$9.71M +$9.36M +360,195 New
SCA
183
Stuart Chaussee & Associates
California
$9.7M +$9.36M +360,126 New
DFA
184
DHJJ Financial Advisors
Illinois
$9.6M +$169K +6,522 +2%
BFG
185
Berger Financial Group
Minnesota
$9.51M +$3.16M +121,800 +53%
BI
186
Berkeley Inc
Idaho
$9.35M +$149K +5,727 +2%
GM
187
GeoWealth Management
Illinois
$9.29M -$31.9M -1,229,121 -78%
PD
188
Planning Directions
Pennsylvania
$9.25M +$107K +4,128 +1%
RF
189
Robbins Farley
New Hampshire
$8.93M +$183K +7,053 +2%
BMCM
190
Bryn Mawr Capital Management
Pennsylvania
$8.9M +$1.8M +69,213 +26%
VNA
191
Valley National Advisers
Pennsylvania
$8.87M +$893K +34,392 +12%
MAG
192
Mayfair Advisory Group
Alabama
$8.87M +$314K +12,084 +4%
CAG
193
Curtis Advisory Group
California
$8.85M -$107K -4,128 -1%
NB
194
NBT Bank
New York
$8.83M -$66K -2,541 -0.8%
CST
195
Charles Schwab Trust
Nevada
$8.71M -$1.19M -45,702 -12%
SAM
196
Smithbridge Asset Management
Pennsylvania
$8.55M +$10.6K +408 +0.1%
SF
197
Schaeffer Financial
Maryland
$8.52M +$8.22M +316,368 New
SFG
198
SevenBridge Financial Group
Pennsylvania
$8.42M -$266K -10,245 -3%
HCP
199
Holt Capital Partners
Texas
$8.4M +$97.9K +3,768 +1%
WFA
200
Wipfli Financial Advisors
Wisconsin
$8.33M -$1.04M -40,188 -12%
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