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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
176
Parallel Advisors
California
$19.1M -$1.39M -53,772 -7%
FGG
177
Financial Guidance Group
Florida
$19.1M +$183K +7,095 +1%
PRS
178
Pinkerton Retirement Specialists
Idaho
$19M +$17.4M +674,118 +2,135%
EWA
179
Exencial Wealth Advisors
Oklahoma
$18.9M +$335K +12,960 +2%
PA
180
PFG Advisors
Arizona
$18.8M +$692K +26,802 +4%
RIA
181
Regal Investment Advisors
Michigan
$18.6M -$9.07K -351 -0.1%
WMWM
182
Whitaker-Myers Wealth Managers
Ohio
$18.4M +$1.91M +73,962 +12%
PSIWM
183
Paradigm Strategies in Wealth Management
Minnesota
$18.3M +$237K +9,168 +1%
CAC
184
Certified Advisory Corp
Florida
$18.3M +$3.16M +122,358 +22%
GLLW
185
Graves Light Lenhart Wealth
Virginia
$18.2M +$987K +38,199 +6%
SF
186
Schaeffer Financial
Maryland
$17.5M +$57.4K +2,220 +0.3%
AWM
187
Axxcess Wealth Management
California
$17.4M -$13.1M -506,322 -44%
WFPG
188
Waller Financial Planning Group
Ohio
$17.3M +$2.43M +94,014 +17%
RW
189
RVW Wealth
California
$17.3M +$909K +35,184 +6%
MTC
190
Matrix Trust Company
Colorado
$17.3M -$137K -5,295 -0.8%
SIM
191
Stratos Investment Management
Ohio
$16.9M +$186K +7,188 +1%
SI
192
Stephens Inc
Arkansas
$16.7M +$925K +35,811 +6%
TCM
193
Towneley Capital Management
California
$16.6M +$168K +6,486 +1%
PCG
194
Prosperity Consulting Group
Maryland
$16.4M +$8.91M +345,003 +130%
LNC
195
Lincoln National Corp
Pennsylvania
$16.4M +$105K +4,077 +0.7%
SVWAG
196
Sound View Wealth Advisors Group
Georgia
$16.2M -$1.29M -50,061 -8%
SMWM
197
Silvia McColl Wealth Management
California
$16.1M -$420K -16,257 -3%
ASN
198
Advisory Services Network
Georgia
$16.1M +$334K +12,924 +2%
NFG
199
Nations Financial Group
Iowa
$16M +$389K +15,060 +3%
GVAG
200
Great Valley Advisor Group
Delaware
$15.9M -$124K -4,818 -0.8%
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