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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
176
Intergy Private Wealth
Colorado
$16.8M -$257K -10,260 -1%
HI
177
Harbour Investments
Wisconsin
$16.8M +$2.56M +102,573 +18%
TIA
178
Traphagen Investment Advisors
New Jersey
$16.6M +$17M +680,685 New
FCM
179
Family Capital Management
Michigan
$16.5M +$1.18M +47,100 +7%
FI
180
Financial Insights
Washington
$16.3M +$6.19M +247,464 +59%
PSCM
181
Per Stirling Capital Management
Texas
$16M -$13.5M -541,140 -45%
NDSI
182
Newman Dignan & Sheerar Inc
Rhode Island
$16M -$1.05M -41,946 -6%
D
183
Diversified
Delaware
$15.7M +$4.54M +181,575 +39%
MNG
184
Manning & Napier Group
New York
$15.5M – – –
CFP
185
Curran Financial Partners
South Carolina
$15.5M +$1.97M +78,849 +14%
MMA
186
Miracle Mile Advisors
California
$15.3M +$130K +5,199 +0.8%
AT
187
Arden Trust
Delaware
$15.2M +$1.94M +77,646 +14%
BMCM
188
Bryn Mawr Capital Management
Pennsylvania
$15M +$127K +5,094 +0.8%
BI
189
Berkeley Inc
Idaho
$15M +$1M +40,143 +7%
CG
190
Clifford Group
Massachusetts
$14.7M +$11.8M +471,135 +353%
HCA
191
Heck Capital Advisors
Wisconsin
$14.7M +$130K +5,214 +0.9%
CBFP
192
Cedar Brook Financial Partners
Ohio
$14.7M +$4.71M +188,430 +45%
WLPWM
193
Walled Lake Planning & Wealth Management
Illinois
$14.7M +$4.5M +180,120 +43%
MAM
194
Madison Asset Management
Wisconsin
$14.6M -$16.2M -648,546 -52%
OPS
195
Orion Portfolio Solutions
Nebraska
$14.4M +$4.02M +160,662 +37%
BCI
196
Brinker Capital Investments
Pennsylvania
$14.4M +$12.6M +504,258 +594%
KC
197
Kades & Cheifetz
Pennsylvania
$14.2M -$148K -5,901 -1%
FNC
198
First National Corp
Massachusetts
$14.1M +$1.03M +41,316 +8%
GLLW
199
Graves Light Lenhart Wealth
Virginia
$14.1M +$715K +28,584 +5%
CAG
200
Csenge Advisory Group
Florida
$14M -$1.37M -54,849 -9%
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