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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BI
176
Berkeley Inc
Idaho
$18M +$1.1M +46,074 +7%
HWAM
177
Hennion & Walsh Asset Management
New Jersey
$17.9M -$4.16M -174,537 -20%
FGG
178
Financial Guidance Group
Florida
$17.8M -$573K -24,048 -3%
RIA
179
Regal Investment Advisors
Michigan
$17.6M -$1.95M -81,834 -11%
EWA
180
Exencial Wealth Advisors
Oklahoma
$17.5M +$377K +15,813 +2%
FA
181
FDx Advisors
Illinois
$17.2M -$1.98M -83,166 -11%
PSIWM
182
Paradigm Strategies in Wealth Management
Minnesota
$17.1M +$152K +6,381 +1%
PA
183
PFG Advisors
Arizona
$17M -$495K -20,751 -3%
MIA
184
Milestone Investment Advisors
Wisconsin
$16.7M -$3.1M -130,293 -17%
EWA
185
EP Wealth Advisors
California
$16.6M -$1.24M -51,975 -7%
SVWAG
186
Sound View Wealth Advisors Group
Georgia
$16.5M +$600K +25,188 +4%
MNG
187
Manning & Napier Group
New York
$16.5M – – –
MTC
188
Matrix Trust Company
Colorado
$16.5M +$1.23M +51,486 +9%
SF
189
Schaeffer Financial
Maryland
$16.5M +$15.5M +649,032 New
GLLW
190
Graves Light Lenhart Wealth
Virginia
$16.2M +$82.4K +3,459 +0.5%
SMWM
191
Silvia McColl Wealth Management
California
$16.1M +$515K +21,603 +4%
DWM
192
Dakota Wealth Management
Florida
$16.1M +$583K +24,465 +4%
SIM
193
Stratos Investment Management
Ohio
$15.8M +$137K +5,745 +0.9%
SA
194
Stewardship Advisors
Pennsylvania
$15.6M +$1.91M +80,307 +15%
TCM
195
Towneley Capital Management
California
$15.5M +$14.6M +611,025 New
WMWM
196
Whitaker-Myers Wealth Managers
Ohio
$15.5M +$1.59M +66,663 +12%
RW
197
RVW Wealth
California
$15.5M -$592K -24,852 -4%
SIS
198
Strategic Investment Solutions
Illinois
$15.5M -$513M -21,538,212 -97%
CAM
199
Creekmur Asset Management
Illinois
$15.4M +$14.5M +607,416 New
LNC
200
Lincoln National Corp
Pennsylvania
$15.4M -$1.78M -74,811 -11%
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