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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
PRI
201
Prepared Retirement Institute
Pennsylvania
$17.6M +$1.14M +40,226 +7%
PAG
202
Powers Advisory Group
Illinois
$17.4M +$474K +16,679 +3%
SVWAG
203
Sound View Wealth Advisors Group
Georgia
$17.3M +$967K +34,000 +6%
PA
204
Parallel Advisors
California
$17.1M -$1.07M -37,672 -6%
CPIG
205
Chicago Partners Investment Group
Illinois
$17.1M +$11M +387,613 +164%
GRP
206
Global Retirement Partners
California
$16.8M -$174K -6,118 -1%
SCM
207
Stonehearth Capital Management
Massachusetts
$16.7M +$502K +17,666 +3%
GLLW
208
Graves Light Lenhart Wealth
Virginia
$16.6M +$139K +4,902 +0.8%
WFS
209
Weitzel Financial Services
Iowa
$16.5M +$685K +24,090 +4%
SA
210
Skyline Advisors
Washington
$16.5M +$544K +19,136 +3%
LNB
211
Ledyard National Bank
$16.4M +$2.6M +91,400 +18%
MOS
212
MGO One Seven
Ohio
$16.3M -$129K -4,537 -0.8%
KPWS
213
Kestra Private Wealth Services
Texas
$16.2M -$970K -34,105 -5%
LSWP
214
Liberty Square Wealth Partners
Pennsylvania
$16.2M +$16.6M +582,967 New
WIC
215
Whitegate Investment Counselors
New Hampshire
$16.1M -$3.42M -120,300 -17%
CWP
216
Clark Wealth Partners
Illinois
$16.1M +$16.8M +590,137 New
KC
217
Kades & Cheifetz
Pennsylvania
$16.1M -$113K -3,962 -0.7%
MCB
218
Morton Community Bank
Illinois
$16M +$396K +13,936 +2%
LFP
219
Lakeshore Financial Planning
Michigan
$15.8M -$83.3K -2,931 -0.5%
LEA
220
Legacy Edge Advisors
New York
$15.8M +$380K +13,382 +2%
FNC
221
First National Corp
Massachusetts
$15.8M +$186K +6,548 +1%
MWM
222
Modern Wealth Management
Kansas
$15.7M +$14.2M +500,722 +663%
MA
223
Mutual Advisors
Nebraska
$15.7M -$30.3M -1,066,783 -65%
FGG
224
Financial Guidance Group
Florida
$15.4M -$1.1M -38,701 -6%
IIC
225
Integrated Investment Consultants
Michigan
$15.4M +$449K +15,780 +3%
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