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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
951
Focused Wealth Management
New York
$1.31M -$254K -9,346 -16%
RCWM
952
Royal Capital Wealth Management
Indiana
$1.31M +$2.72K +100 +0.2%
CAM
953
Costello Asset Management
Pennsylvania
$1.3M -$469K -17,245 -27%
BFP
954
Birchwood Financial Partners
Minnesota
$1.29M +$1.28M +47,135 New
TWA
955
Trace Wealth Advisors
California
$1.29M +$1.28M +46,912 New
TCM
956
TruNorth Capital Management
Michigan
$1.29M +$40.4K +1,484 +3%
WAL
957
W Advisors LLC
Tennessee
$1.28M +$62.1K +2,283 +5%
CIM
958
Catalyst Investment Management
New Hampshire
$1.28M +$1.27M +46,757 New
SC
959
SouthState Corp
Florida
$1.28M +$847K +31,152 +201%
EFG
960
Ehrlich Financial Group
California
$1.27M -$171K -6,302 -12%
GWP
961
Gateway Wealth Partners
Wisconsin
$1.27M +$267K +9,830 +27%
EWM
962
Evergreen Wealth Management
Michigan
$1.27M +$32.9K +1,210 +3%
DAS
963
Diversify Advisory Services
Utah
$1.26M +$441K +16,211 +59%
O3W
964
Omni 360 Wealth
New Jersey
$1.26M -$435K -15,994 -27%
AL
965
Aspiriant LLC
California
$1.25M +$151K +5,543 +14%
TCM
966
Traynor Capital Management
Pennsylvania
$1.25M +$375K +13,801 +43%
DI
967
Disciplined Investors
Texas
$1.25M -$19.4K -713 -2%
MWA
968
Medallion Wealth Advisors
Connecticut
$1.25M -$238K -8,753 -16%
HTC
969
Haverford Trust Company
Pennsylvania
$1.24M – – –
LOIM
970
Liberty One Investment Management
Illinois
$1.24M -$812K -29,874 -40%
HNB
971
Hilltop National Bank
Wyoming
$1.24M – – –
RWM
972
Revisor Wealth Management
Ohio
$1.23M +$1.18M +43,300 New
GFG
973
Grantvest Financial Group
New Jersey
$1.23M -$203K -7,473 -14%
WTA
974
Washington Trust Advisors
Massachusetts
$1.23M +$63.5K +2,336 +5%
LC
975
Landaas & Company
Wisconsin
$1.22M +$59.5K +2,188 +5%
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