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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
KJWM
201
Kiley Juergens Wealth Management
Washington
$17.7M +$44.2K +1,458 +0.3%
AWA
202
Arkadios Wealth Advisors
Georgia
$17.5M +$6.92M +228,125 +66%
HAIM
203
Hunter Associates Investment Management
Pennsylvania
$17.5M -$186K -6,124 -1%
OFG
204
Opulen Financial Group
Virginia
$17.4M +$649K +21,404 +4%
AOWM
205
Asset One Wealth Management
Washington
$17.2M -$2.19M -72,354 -12%
SIM
206
Sims Investment Management
Ohio
$17.1M -$1.88M -61,850 -10%
FWM
207
Foguth Wealth Management
Michigan
$17.1M +$11.2M +368,223 +234%
SCI
208
Silver Coast Investments
United States
$16.5M -$1.07M -35,308 -6%
MAM
209
Madison Asset Management
Wisconsin
$16.4M +$5.16M +170,000 +47%
MFA
210
Mayflower Financial Advisors
Massachusetts
$16.3M +$241K +7,945 +2%
P
211
&Partners
Tennessee
$16.2M +$1.53M +50,418 +11%
SWGC
212
Summit Wealth Group (Colorado)
Colorado
$16.1M -$5.14M -169,317 -24%
SVWAG
213
Sound View Wealth Advisors Group
Georgia
$16M -$873K -28,775 -5%
SC
214
Scotia Capital
Ontario, Canada
$15.9M -$190K -6,263 -1%
SF
215
Summit Financial
New Jersey
$15.9M +$532K +17,546 +4%
FGG
216
Financial Guidance Group
Florida
$15.8M -$179K -5,913 -1%
CAAS
217
Capital Asset Advisory Services
Michigan
$15.6M -$78.7K -2,595 -0.5%
CFMC
218
Curbstone Financial Management Corp
New Hampshire
$15.5M +$474K +15,624 +3%
WIC
219
Whitegate Investment Counselors
New Hampshire
$15.3M -$122K -4,013 -0.8%
CKAIS
220
Christensen King & Associates Investment Services
Washington
$15.3M +$5.19K +171 +0%
GA
221
GSG Advisors
New Jersey
$15.1M +$441K +14,530 +3%
ICM
222
Islay Capital Management
Texas
$15M +$3.13M +103,039 +27%
EWA
223
EP Wealth Advisors
California
$15M +$1.73M +57,014 +13%
NRI
224
NFP Retirement Inc
California
$14.9M -$5.05M -166,595 -25%
MCM
225
Mendel Capital Management
Arkansas
$14.9M +$14.7M +485,811 New
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