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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
201
Horizon Investments
North Carolina
$13.8M +$2.8M +111,882 +25%
AF
202
Apexium Financial
Texas
$13.7M +$1.18M +47,241 +9%
SMG
203
Smart Money Group
Texas
$13.7M +$12.9M +517,728 +1,086%
AI
204
Atria Investments
North Carolina
$13.7M +$5.06M +202,344 +56%
SIM
205
Stratos Investment Management
Ohio
$13.6M +$333K +13,305 +2%
SMWM
206
Silvia McColl Wealth Management
California
$13.6M +$1.04M +41,757 +8%
NFG
207
Nations Financial Group
Iowa
$13.6M +$2.3M +91,971 +20%
BEAM
208
Baker Ellis Asset Management
Washington
$13.6M -$371K -14,850 -3%
TW
209
TrinityPoint Wealth
Connecticut
$13.4M +$1.01M +40,407 +8%
KA
210
Kovack Advisors
Florida
$13.4M -$164K -6,570 -1%
IAS
211
Investment Advisory Services
Texas
$13.3M -$191K -7,650 -1%
PD
212
Planning Directions
Pennsylvania
$13.3M +$995K +39,816 +8%
WFPG
213
Waller Financial Planning Group
Ohio
$13.3M +$47.4K +1,896 +0.3%
PSIWM
214
Paradigm Strategies in Wealth Management
Minnesota
$13.3M +$608K +24,315 +5%
RIA
215
Regal Investment Advisors
Michigan
$13.3M +$1.4M +56,094 +12%
NFG
216
Northeast Financial Group
Pennsylvania
$13.2M +$1.81M +72,231 +16%
FCI
217
Financial Counselors Inc
Kansas
$13.2M -$1.1M -43,977 -8%
MOS
218
MGO One Seven
Ohio
$13.1M +$741K +29,625 +6%
SCP
219
Shorepoint Capital Partners
Massachusetts
$13.1M -$152K -6,060 -1%
SVWAG
220
Sound View Wealth Advisors Group
Georgia
$12.9M -$3.04M -121,731 -19%
AT
221
American Trust
Kentucky
$12.9M +$8.06M +322,530 +40%
MCM
222
Mendel Capital Management
Arkansas
$12.9M -$51.8K -2,073 -0.4%
ACM
223
Alpha Capital Management
Texas
$12.7M – – –
BCM
224
Brookstone Capital Management
Illinois
$12.6M -$940K -37,581 -7%
CT
225
Cambridge Trust
Massachusetts
$12.6M -$389K -15,561 -3%
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