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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
201
Integrated Investment Consultants
Michigan
$5.04M +$970K +42,660 +26%
AFS
202
Access Financial Services
Minnesota
$5.03M +$4.71M +206,904 New
C
203
Clearshares
New York
$4.97M +$4.65M +204,369 New
SFG
204
SNS Financial Group
Minnesota
$4.96M +$751K +33,009 +19%
TA
205
TrueWealth Advisors
Alabama
$4.85M +$1.78M +78,405 +67%
NIC
206
Northwest Investment Counselors
Oregon
$4.81M -$1.19M -52,320 -21%
CAC
207
Certified Advisory Corp
Florida
$4.8M +$4.49M +197,496 New
ST
208
Smithfield Trust
Pennsylvania
$4.76M -$122K -5,355 -3%
BWM
209
BCGM Wealth Management
Indiana
$4.69M +$4.3M +189,111 New
GFPC
210
Global Financial Private Client
Florida
$4.67M +$89K +3,915 +2%
HA
211
HC Advisors
Georgia
$4.66M +$1.01M +44,391 +30%
ODCM
212
Old Dominion Capital Management
Virginia
$4.58M +$27.3K +1,200 +0.6%
TPCW
213
TD Private Client Wealth
New York
$4.54M +$4.25M +186,738 New
SVWAG
214
Sound View Wealth Advisors Group
Georgia
$4.51M -$229K -10,062 -5%
TC
215
Tatro Capital
Kentucky
$4.51M +$3.94M +173,019 +1,383%
KJWM
216
Kiley Juergens Wealth Management
Washington
$4.5M +$685K +30,135 +19%
NRI
217
NFP Retirement Inc
California
$4.49M +$373K +16,386 +10%
DBRC
218
D.B. Root & Company
Pennsylvania
$4.49M +$58.1K +2,553 +1%
PAS
219
Park Avenue Securities
New York
$4.48M +$2.05M +90,105 +96%
EH
220
Equitable Holdings
New York
$4.45M +$668K +29,364 +19%
PCM
221
Pennsylvania Capital Management
Pennsylvania
$4.42M +$484K +21,288 +13%
EFG
222
Everhart Financial Group
Ohio
$4.41M +$11.7K +516 +0.3%
SMG
223
Spectrum Management Group
Indiana
$4.4M – – –
SAS
224
Sage Advisory Services
Texas
$4.38M +$28K +1,230 +0.7%
NFG
225
Nadler Financial Group
Illinois
$4.38M +$2.91M +128,109 +246%
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