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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
176
Sound View Wealth Advisors Group
Georgia
$16.5M +$8.83M +357,843 +122%
HF
177
Halpern Financial
Virginia
$16.4M +$7.31M +296,130 +83%
MNG
178
Manning & Napier Group
New York
$16.4M – – –
FFS
179
Founders Financial Securities
Maryland
$16.4M +$11.4M +463,422 +249%
PA
180
PFG Advisors
Arizona
$16.4M +$793K +32,139 +5%
AAS
181
Asset Allocation Strategies
Michigan
$16.2M +$15.9M +644,757 New
AG
182
Appleton Group
Wisconsin
$16.1M +$15.8M +641,139 New
CPG
183
Cornerstone Planning Group
New Jersey
$16M +$15.7M +637,851 New
FCM
184
Family Capital Management
Michigan
$15.9M +$15.6M +630,573 New
CAG
185
Csenge Advisory Group
Florida
$15.9M +$330K +13,371 +2%
MMA
186
Miracle Mile Advisors
California
$15.6M +$57.5K +2,328 +0.4%
BMCM
187
Bryn Mawr Capital Management
Pennsylvania
$15.4M -$287K -11,640 -2%
HCA
188
Heck Capital Advisors
Wisconsin
$15.1M -$286K -11,577 -2%
T
189
TRUADVICE
Florida
$14.9M +$14.3M +580,431 New
KC
190
Kades & Cheifetz
Pennsylvania
$14.8M +$14.5M +587,106 New
HI
191
Harbour Investments
Wisconsin
$14.7M +$7.58M +307,032 +111%
FCI
192
Financial Counselors Inc
Kansas
$14.7M -$5.61M -227,406 -28%
SFS
193
Sowell Financial Services
Arkansas
$14.6M +$12.1M +489,765 +556%
BI
194
Berkeley Inc
Idaho
$14.5M +$600K +24,327 +4%
BEAM
195
Baker Ellis Asset Management
Washington
$14.4M +$988K +40,029 +8%
BCM
196
Brookstone Capital Management
Illinois
$14.2M -$501K -20,316 -4%
CFP
197
Curran Financial Partners
South Carolina
$14.1M +$1.81M +73,368 +15%
IAS
198
Investment Advisory Services
Texas
$14M +$2.76M +111,774 +25%
KA
199
Kovack Advisors
Florida
$14M -$60.3K -2,445 -0.4%
GLLW
200
Graves Light Lenhart Wealth
Virginia
$13.8M +$681K +27,570 +5%
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